Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.
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Zywave Sales Cloud - Agency Management
Score 9.9 out of 10
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BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.
Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.
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.
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.
Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.
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.