4 Ratings
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Score 3 out of 100
1 Rating
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Score 8 out of 100

Feature Set Ratings

    Sales Force Automation

    7.8

    Norada Solve360

    78%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 9/9 features

    Customer data management / contact management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Workflow management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

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

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Contract management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Quote & order management

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Channel / partner relationship management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Norada Solve360

    87%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 3/3 features

    Case management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Call center management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Help desk management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    6.0

    Norada Solve360

    60%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Lead management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Email marketing

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    7.5

    Norada Solve360

    75%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Task management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Billing and invoicing management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.0

    Norada Solve360

    90%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 3/3 features

    Forecasting

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Customizable reports

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customization

    9.5

    Norada Solve360

    95%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 4/4 features

    Custom fields

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    API for custom integration

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Security

    10.0

    Norada Solve360

    100%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Single sign-on capability

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Role-based user permissions

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social CRM

    8.0

    Norada Solve360

    80%

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

    Feature Set Not Supported
    N/A
    Norada Solve360 ranks higher in 2/2 features

    Social data

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) is rated higher in 2 areas: Likelihood to Recommend, Support Rating

    Likelihood to Recommend

    7.0

    Norada Solve360

    70%
    1 Rating
    8.0

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

    80%
    1 Rating

    Support Rating

    9.0

    Norada Solve360

    90%
    2 Ratings
    10.0

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

    100%
    1 Rating

    Likelihood to Recommend

    Norada Solve360

    If you're working with a lot of clients and are working in one field Norada is perfect. I found it difficult to configure it to work precisely as I want to for a multi-field company that offers two very different products whose sales teams should never meet, yet know about each other.
    Mārtiņš Pakulis | 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

    Norada Solve360

    • Contact database.
    • Integrated communications and communication history across projects.
    • Task lists and objectives.
    Mārtiņš Pakulis | 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

    Norada Solve360

    • More advanced filters for tasks.
    • More advanced project organization elements.
    Mārtiņš Pakulis | 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

    Norada Solve360

    General

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?

    Starting Price

    $39 per month

    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

    Support Rating

    Norada Solve360

    Norada Solve360 9.0
    Based on 2 answers
    I have received fast answers to any questions I have ever had. The support staff knows how to work with less tech-literate people and is patient enough to explain. Even if my issue was not solvable the support staff gave me another way to get the job done.
    Mārtiņš Pakulis | 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

    Norada Solve360

    No answers on this topic

    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

    Norada Solve360

    • Easy to keep track of client needs.
    • Easy to work in a team with the same client base.
    • Easy to organize work.
    Mārtiņš Pakulis | 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

    Norada Solve360

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

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