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95 Ratings

Nimble

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95 Ratings
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Score 8.7 out of 100
1 Rating
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Score 8 out of 100

Feature Set Ratings

    Sales Force Automation

    8.6

    Nimble

    86%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 9/9 features

    Customer data management / contact management

    8.7
    87%
    29 Ratings
    N/A
    0 Ratings

    Workflow management

    8.4
    84%
    28 Ratings
    N/A
    0 Ratings

    Territory management

    8.9
    89%
    24 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.4
    84%
    28 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    8.8
    88%
    29 Ratings
    N/A
    0 Ratings

    Contract management

    8.9
    89%
    23 Ratings
    N/A
    0 Ratings

    Quote & order management

    8.5
    85%
    21 Ratings
    N/A
    0 Ratings

    Interaction tracking

    8.5
    85%
    27 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.2
    82%
    26 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Nimble

    87%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 3/3 features

    Case management

    8.6
    86%
    22 Ratings
    N/A
    0 Ratings

    Call center management

    8.9
    89%
    20 Ratings
    N/A
    0 Ratings

    Help desk management

    8.6
    86%
    21 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.6

    Nimble

    86%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 2/2 features

    Lead management

    8.4
    84%
    26 Ratings
    N/A
    0 Ratings

    Email marketing

    8.7
    87%
    26 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.5

    Nimble

    85%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 3/3 features

    Task management

    8.6
    86%
    29 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.7
    87%
    18 Ratings
    N/A
    0 Ratings

    Reporting

    8.3
    83%
    25 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.5

    Nimble

    85%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 3/3 features

    Forecasting

    8.4
    84%
    23 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    8.3
    83%
    27 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.6
    86%
    23 Ratings
    N/A
    0 Ratings

    Customization

    8.4

    Nimble

    84%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 4/4 features

    Custom fields

    8.6
    86%
    29 Ratings
    N/A
    0 Ratings

    Custom objects

    8.3
    83%
    22 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.4
    84%
    18 Ratings
    N/A
    0 Ratings

    API for custom integration

    8.4
    84%
    20 Ratings
    N/A
    0 Ratings

    Security

    8.8

    Nimble

    88%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 2/2 features

    Single sign-on capability

    9.1
    91%
    24 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.5
    85%
    24 Ratings
    N/A
    0 Ratings

    Social CRM

    8.4

    Nimble

    84%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 2/2 features

    Social data

    8.4
    84%
    29 Ratings
    N/A
    0 Ratings

    Social engagement

    8.3
    83%
    29 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.3

    Nimble

    83%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 2/2 features

    Marketing automation

    8.1
    81%
    25 Ratings
    N/A
    0 Ratings

    Compensation management

    8.4
    84%
    19 Ratings
    N/A
    0 Ratings

    Platform

    8.0

    Nimble

    80%

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Feature Set Not Supported
    N/A
    Nimble ranks higher in 1/1 features

    Mobile access

    8.0
    80%
    27 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Nimble is rated higher in 1 area: Likelihood to Recommend
    • Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    8.8

    Nimble

    88%
    33 Ratings
    8.0

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    80%
    1 Rating

    Likelihood to Renew

    8.3

    Nimble

    83%
    2 Ratings

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    N/A
    0 Ratings

    Usability

    8.7

    Nimble

    87%
    19 Ratings

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    N/A
    0 Ratings

    Support Rating

    8.9

    Nimble

    89%
    20 Ratings
    10.0

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    100%
    1 Rating

    Likelihood to Recommend

    Nimble

    This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
    Leo George | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
    Jessica Gardner | TrustRadius Reviewer

    Pros

    Nimble

    • Importing contacts in the CRM is very much consist of easy steps.
    • It allows me to create, edit and view contacts records anywhere from the web.
    • It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
    • it is playing an excellent role in managing our all relations.
    Margaret turner | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
    • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
    • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
    • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
    Jessica Gardner | TrustRadius Reviewer

    Cons

    Nimble

    • Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
    • Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
    Maria Pulenta | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    • The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
    • There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
    • It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.
    Jessica Gardner | TrustRadius Reviewer

    Pricing Details

    Nimble

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?
    No

    Starting Price

    $15 per month

    Nimble Editions & Modules

    Edition
    Business$19.001
    1. Per User Per Month
    Additional Pricing Details

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    General

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    No

    Starting Price

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

    Additional Pricing Details

    Likelihood to Renew

    Nimble

    Nimble 8.3
    Based on 2 answers
    It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
    Chad Stewart | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    No score
    No answers yet
    No answers on this topic

    Usability

    Nimble

    Nimble 8.7
    Based on 19 answers
    The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
    Anonymous | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    No score
    No answers yet
    No answers on this topic

    Support Rating

    Nimble

    Nimble 8.9
    Based on 20 answers
    It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
    Maria Wiley | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) 10.0
    Based on 1 answer
    The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
    Jessica Gardner | TrustRadius Reviewer

    Alternatives Considered

    Nimble

    Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation.The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
    Chuck Royer | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
    Jessica Gardner | TrustRadius Reviewer

    Return on Investment

    Nimble

    • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
    • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
    Ross Keating | TrustRadius Reviewer

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

    • We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
    • Having two systems was a challenge for our agency and led to use changing to one combined system.
    • The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.
    Jessica Gardner | TrustRadius Reviewer

    Screenshots

    Nimble

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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