Partner Platform vs Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

• Good search function in documents.
• Easy to drag emails/documents into the system and attach to client profile.

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• 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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• Prospect side of system lacks functionality of the client side.
• No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
• "Quick Summary" profiles lack functionality of true client profile area.
• No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
• From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
• Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
• Help Desk "pat" answer is "we'll add it to the enhancement list", but there are things I was told that about 2+ years ago, and still not fixed/changed.

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• 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.

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• Believe management choose the system strictly based on price and you get what you pay for.
• That's what happens when you're owned by a bank that doesn't get/understand insurance.

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• 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.

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