Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Reviews

1 Ratings
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Score 8.0 out of 100

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Jessica Gardner | TrustRadius Reviewer
May 01, 2020

BrokerageBuilder: One of the Best Benefits Broker Systems

Score 8 out of 10
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Verified User
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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).
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 Jessica Gardner's full review

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Scorecard Summary

About Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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 (AMS) (formerly BrokerageBuilder) Features

Has featureInsurance Agency Management
Has featureAccount and Contact Management
Has featureActivity & Workflow Management
Has featureFile Management
Has featureOpportunity Management
Has featurePlan Management
Has featureRFP Management

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Screenshots

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Integrations

Microsoft 365 (formerly Office 365)

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Competitors

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Support Options

 Paid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:United States, United Kingdom, Canada