189 Ratings
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Score 7.3 out of 100
1 Ratings
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Score 8 out of 100

Likelihood to Recommend

Oracle CX Sales (formerly Oracle Engagement Cloud)

It is a really good solution when it comes to insights on companies where you want to place your products because it tells you all the information where you can attach the use of your solution, the only thing is that it needs more information on mid-market.
ABRAHAM PABLO | 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

Feature Rating Comparison

Sales Force Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

Oracle CX Sales (formerly Oracle Engagement Cloud)
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

Oracle CX Sales (formerly Oracle Engagement Cloud)

  • Each time we've had a hurdle, we were given internal assistance to ensure we were not left alone.
  • It is easily customizable to add and subtract anything you see fit (we've added additional filters down to the zip code, state, rep's name, etc. to filter through data most effectively.
  • There is no lag in the system. If you see it there, it is tracked in real time.
Simon Vargas | 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

Oracle CX Sales (formerly Oracle Engagement Cloud)

  • Although not necessarily designed for it, our sales team finds it difficult to use the product for tracking demo units.
  • The mobile version of the application falls very short. Our IT department fields a lot of complaints regarding its functionality.
  • Following application upgrades - which are frequent - we often have to rebuild some of the custom screens we created.
Anonymous | 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

Likelihood to Renew

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 7.0
Based on 26 answers
So far it is all good with BigMachines, looking for new features since Oracle acquisition has created a lot of expectations. We have outlined our limitations (out of box functionality) in our periodic customer successor advice meetings for a while, hope we get a resolution soon. Also, the BigMachines user license fee has increased a lot in the last three years.
Eugine G Amalraj | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Usability

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 4.0
Based on 6 answers
The software UI can be as complex or as simple as you need it to be (depending on the business). It does require training others on quote configuration and the order in which to build out order positions prior to configuring a quote. Once users are trained;however, it is fairly straight-forward. The UI is still more static than other new wizard/drag-and-drop models, but it get's the job done
Stephen Crane | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Reliability and Availability

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 10.0
Based on 6 answers
Other than one day two years ago and an hour or two a few times since then due to data center outages, it has been very reliable
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Performance

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 8.0
Based on 4 answers
It depends upon the day however there are so many failure points with online services, including our internet service, that this is probably closer to 9 with the latest version
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Support Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 2.2
Based on 6 answers
Some specific support personal was good and fixed some problems fast using proper solutions. But when one of them went to sleep when we had critical issues and they do unreported commits to our production environment which caused issues and they were hiding it?? you can not give more than a two (maybe even that is too much). They also failed to add a feature for us which also bring the grade down.
Anonymous | 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

In-Person Training

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 8.0
Based on 2 answers
They have pretty good training. Our business analysts have been able to go to entry and advanced level training. They have a train the trainer model. Our business analyst attended training, then trained the rest of our staff.
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Implementation Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 2.0
Based on 12 answers
It was a much more technical implementation than we thought. It involved much more code.

Future releases have made and will make administering the tool easier.

EDL consulting had one good developer, but when he was moved off, they were horrible to work with.

The BMI sales team does a “BOA” or a “Business Operation Assessment” which is extremely valuable, not only for them to scope an implementation and get more reach within the organization, but it is also a documentation of business process that most organizations don’t have. It highlights inefficiencies and allows for correction during implementation.

Having a dedicated team (in-house) for implementation is key
Anonymous | TrustRadius Reviewer

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

No score
No answers yet
No answers on this topic

Alternatives Considered

Oracle CX Sales (formerly Oracle Engagement Cloud)

We debated a few different options, including a home-grown custom program, uCommerce, and just using only Oracle Commerce Cloud. Since we had already decided to use Oracle Commerce Cloud over uCommerce, the integrations available between OCC, Oracle's ERP system, and Oracle CPQ definitely seemed like the easiest option with the greatest benefits. However, the cost/benefit of Oracle CPQ was more apparent when we were ready to launch more complex configurations across all of our product groups.
Michael Weissberg | 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

Oracle CX Sales (formerly Oracle Engagement Cloud)

  • As an account manager who does a lot of their own prospecting, DataFox has literally saved myself and my co-workers hours per week in prospecting. Manually finding companies and assembling lists can take a long time, but with DataFox what took hours before can now be accomplished in 15 minutes.
  • DataFox has allowed our team to reach more companies faster. Expanding our reach means more exposure, which means more demos and more closed deals.
Shane Finnegan | 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

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

Pricing Details

Oracle CX Sales (formerly Oracle Engagement Cloud)

General

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

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

Rating Summary

Likelihood to Recommend

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Likelihood to Renew

Oracle CX Sales (formerly Oracle Engagement Cloud)
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Usability

Oracle CX Sales (formerly Oracle Engagement Cloud)
4.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Reliability and Availability

Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Performance

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

In-Person Training

Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Implementation Rating

Oracle CX Sales (formerly Oracle Engagement Cloud)
2.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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