Skip to main content
Zywave Sales Cloud - Agency Management

Zywave Sales Cloud - Agency Management
Formerly BrokerageBuilder


What is Zywave Sales Cloud - Agency Management?

BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.

Read more
Recent Reviews
Read all reviews


Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Return to navigation


View all pricing

What is Zywave Sales Cloud - Agency Management?

BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

5 people also want pricing

Alternatives Pricing

What is BindHQ?

BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue.BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures, and once the user is…

What is Zinnia SmartOffice?

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Return to navigation

Product Details

What is Zywave Sales Cloud - Agency Management?

Agency Management (AMS), available in the Zywave Sales Cloud. Designed to help users sell and renew more efficiently with solutions to better manage employee benefits insurance activities.

Zywave's Agency Management (AMS) is built for employee benefits agencies & brokers. The vendor aims to help agencies centralize client information, generate RFPs, and track commissions and variance. Features include real-time system data reporting and integrations with Microsoft Office Suite and Code SixFour. Key features include:

  • Account and Contact Management
  • Activity & Workflow Management
  • File Management
  • Opportunity Management
  • Plan Management
  • RFP Management

Zywave Sales Cloud - Agency Management Features

  • Supported: Insurance Agency Management
  • Supported: Account and Contact Management
  • Supported: Activity & Workflow Management
  • Supported: File Management
  • Supported: Opportunity Management
  • Supported: Plan Management
  • Supported: RFP Management

Zywave Sales Cloud - Agency Management Screenshots

Screenshot of

Zywave Sales Cloud - Agency Management Competitors

Zywave Sales Cloud - Agency Management Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, United Kingdom, Canada
Return to navigation


View all alternatives
Return to navigation

Reviews and Ratings


Attribute Ratings


(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
July 14, 2022

Good product

Andrea Potter | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
The content is timely and relevant. Our sales team uses Zywave to prospect. I have used the product to input prospects into our agency management system to begin email campaigns.
  • Information on prospects available.
  • Content is personalized.
  • Our agency logo is printed on materials.
  • Easy to email to prospects.
  • 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.
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.
  • Content is personalized.
  • Content is easy to locate.
  • Content is up to date.
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
Score 8 out of 10
Vetted Review
Verified User
We used BrokerageBuilder in our Benefits department for 6 years. Our Commercial and Personal Lines departments used a different system. About 10 months ago, we all changed to one integrated system. BrokerageBuilder is easy to navigate and is very flexible. Our department really liked the system overall.
  • 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.
  • 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.
If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
  • 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.
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.
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.
Return to navigation