Likelihood to Recommend It is user friendly. Vertafore needs to offer more free new user training - the videos are helpful but not as good as a real person.
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 Documentation of products/features Support response time 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 notes function does not automatically show user entering note need ability to search activities (I think this is coming soon) too many premium fields in policy data 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 Its very good. They have teams for each software product they offer. They have specific teams available for specific tasks such as data migrations, upgrades, etc. The employees they hire for their support teams are always knowledgeable about their products and are good to work with. They also speak clear english which is a plus when details matter and an incorrect or misunderstood word/phrase could cause issues.
Read full review 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 We selected Vertafore Agency Platform after considering it's ability to provide detailed reports on everything from line of business to company comparison. We also visited another agency that was using Vertafore Agency Platform and received positive reviews from them.
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 On the IT side, their support teams make my life easier by taking care of issues that come up. The numbers I've seen for support appear high, however, I myself have nothing to compare this to - maybe they are average. 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