Norada Solve360 vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Norada Solve360
Score 7.0 out of 10
N/A
N/A
$39
per month
Zywave Sales Cloud - Agency Management
Score 8.8 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
Norada Solve360Zywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Norada Solve360Zywave Sales Cloud - Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Norada Solve360Zywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
Norada Solve360Zywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Norada Solve360
7.8
1 Ratings
2% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management9.01 Ratings00 Ratings
Workflow management7.01 Ratings00 Ratings
Territory management8.01 Ratings00 Ratings
Opportunity management6.01 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.01 Ratings00 Ratings
Contract management9.01 Ratings00 Ratings
Quote & order management5.01 Ratings00 Ratings
Interaction tracking10.01 Ratings00 Ratings
Channel / partner relationship management8.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Norada Solve360
8.7
1 Ratings
15% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management7.01 Ratings00 Ratings
Call center management10.01 Ratings00 Ratings
Help desk management9.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Norada Solve360
6.0
1 Ratings
23% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management7.01 Ratings00 Ratings
Email marketing5.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Norada Solve360
7.5
1 Ratings
1% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management8.01 Ratings00 Ratings
Billing and invoicing management7.01 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Norada Solve360
9.0
1 Ratings
17% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting9.01 Ratings00 Ratings
Pipeline visualization10.01 Ratings00 Ratings
Customizable reports8.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Norada Solve360
9.5
1 Ratings
23% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields10.01 Ratings00 Ratings
Custom objects10.01 Ratings00 Ratings
Scripting environment8.01 Ratings00 Ratings
API for custom integration10.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Norada Solve360
10.0
1 Ratings
18% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability10.01 Ratings00 Ratings
Role-based user permissions10.01 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Norada Solve360
8.0
1 Ratings
10% above category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data8.01 Ratings00 Ratings
Social engagement8.01 Ratings00 Ratings
Best Alternatives
Norada Solve360Zywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.2 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Norada Solve360Zywave Sales Cloud - Agency Management
Likelihood to Recommend
7.0
(1 ratings)
5.0
(2 ratings)
Support Rating
9.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
Norada Solve360Zywave Sales Cloud - Agency Management
Likelihood to Recommend
Norada
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.
Read full review
Zywave
prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
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Pros
Norada
  • Contact database.
  • Integrated communications and communication history across projects.
  • Task lists and objectives.
Read full review
Zywave
  • 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.
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Cons
Norada
  • More advanced filters for tasks.
  • More advanced project organization elements.
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Zywave
  • Training for new employees and follow up for all employees.
  • Importing into agency management system is several steps.
  • Not all information on prospects is given, although most have adequate information.
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Support Rating
Norada
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.
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Zywave
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.
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Alternatives Considered
Norada
No answers on this topic
Zywave
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.
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Return on Investment
Norada
  • Easy to keep track of client needs.
  • Easy to work in a team with the same client base.
  • Easy to organize work.
Read full review
Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
Read full review
ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

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