Likelihood to Recommend For a small agency and start-up agencies QQCatalyst is an excellent choice. For larger agencies (10-15+ agents) I'd suggest looking at some of the bigger management systems such as
AMS360 .
Read full review 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.
Read full review Pros Excellent user interface Easy-to-read information Provides good overview of the agency's active book Read full review 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. Read full review Cons Marketing platform needs work Inability to fill multiple accords at the same time Email from QQCatalyst could use some work No invoicing feature Read full review 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. Read full review Support Rating 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.
Read full review Alternatives Considered HawkSoft is good for personal lines, but it can be very tedious to enter all information for each policy. QQCatalyst is better suited for Commercial lines than
HawkSoft . As of the date of this review.
Read full review 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.
Read full review Return on Investment Efficient client management with the carrier download functions Easy to export data allowing us to drill down into our book of business & future marketing opportunities Affordable Read full review 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