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Zywave Sales Cloud - Agency Management
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 Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United 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.
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