Wunderite vs. Zywave Sales Cloud - Agency Management

Any commercial insurance agency that struggles with having their insureds manage schedules that are needed to make sure things are properly insured. So if you have fleets of vehicles and drivers, lots of inland marine equipment, multiple locations, Wunderite would be a great way to help your agency manage this for your insureds.

Incentivized

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.

Incentivized

• Schedule of vehicles, drivers, equipment
• Applications for renewals
• Property schedule with location data specific to each location.

Incentivized

• 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.

Incentivized

• Cross matching forms from the data that is stored. Be nice if the information populated into the supplemental forms
• Submission function - allowing for us to submit the forms & applications directly to the carriers from Wunderite
• API integration with more CMS's

Incentivized

• 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.

Incentivized

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.

Incentivized

Wunderite provides a cleaner user interface for our agency and our insureds. The ability to manage schedules with our insureds is a clear winner. We were looking for something we could use with our clients to manage their assets. Broker Buddha was better at cross-form mapping, so their forms process is much better

Incentivized

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.

Incentivized

• Positive - ability to keep calibrate with our clients on their schedules. Helping us make sure we have the correct information insured.
• Positive - Ability to see renewal applications from one year to the next and not have to recreate the applications from scratch. Saving time and effort.

Incentivized

• Sales team reluctant to use.
• Initial training was fine but could use some follow-ups.
• ROI has not been measurable.

Incentivized