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.
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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
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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 |
