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

1 Rating
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Score 8.0 out of 100

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May 01, 2020
Jessica Gardner | TrustRadius Reviewer
Score 8 out of 10
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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).
Read Jessica Gardner's full review

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

What is 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