Good product
The content is timely and relevant. Our sales team uses Zywave to prospect. I have used the product to input prospects into our agency …
Zywave Sales Cloud - Agency ManagementFormerly BrokerageBuilder
Overview
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.
Recent Reviews
Awards
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
Pricing
N/A
Unavailable
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
Offerings
- 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 Ebix SmartOffice?
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management,…
Product Details
- About
- Competitors
- Tech 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
Zywave Sales Cloud - Agency Management Competitors
Zywave Sales Cloud - Agency Management Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States, United Kingdom, Canada |
Comparisons
Compare with
Reviews and Ratings
(2)Attribute Ratings
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
July 14, 2022
Good product
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.
- 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.