Zywave Sales Cloud - Agency Management

Zywave Sales Cloud - Agency Management
Formerly BrokerageBuilder

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Score 7.1 out of 100
Zywave Sales Cloud - Agency Management

Overview

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Pricing

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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

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 Integrations

  • Microsoft 365 (formerly Office 365)

Zywave Sales Cloud - Agency Management Competitors

Zywave Sales Cloud - Agency Management Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States, United Kingdom, Canada

Comparisons

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Frequently Asked Questions

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.

What are Zywave Sales Cloud - Agency Management's top competitors?

Applied Epic, Applied TAM, and AMS360 are common alternatives for Zywave Sales Cloud - Agency Management.

Who uses Zywave Sales Cloud - Agency Management?

The most common users of Zywave Sales Cloud - Agency Management are from Small Businesses (1-50 employees) and the Insurance industry.

Reviews and Ratings

 (2)

Ratings

Reviews

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Score 8 out of 10
Vetted Review
Verified User
Review Source
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.