Vertafore Agency Platform vs. Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase)

It is user friendly. Vertafore needs to offer more free new user training - the videos are helpful but not as good as a real person.

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It's a great tool, period. I'd recommend it to anyone who was going to take the time to utilize its varied resources. I wouldn't recommend it for an old-school agency that's not really tech savvy but for anyone looking to grow a book of business, it's an invaluable tool.

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• Documentation of products/features
• Support response time

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• I love the Prep for a Meeting module. No matter the type of meeting you are prepping for, they have great resources to help you get the yes.
• The employee education pieces are an awesome way to prepare employees for new benefit options like HSAs and HRAs.
• The Compliance Roadmap is an excellent tool and is hugely appreciated by my small and middle market clients without full HR suites.

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• notes function does not automatically show user entering note
• need ability to search activities (I think this is coming soon)
• too many premium fields in policy data

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• It's pretty darn good and it's my fault that I don't use it as much as I should. I'd love for it somehow to integrate more into my routine but I'm not sure what Zywave could do on their end about that.

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Its very good. They have teams for each software product they offer. They have specific teams available for specific tasks such as data migrations, upgrades, etc. The employees they hire for their support teams are always knowledgeable about their products and are good to work with. They also speak clear english which is a plus when details matter and an incorrect or misunderstood word/phrase could cause issues.

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We selected Vertafore Agency Platform after considering it's ability to provide detailed reports on everything from line of business to company comparison. We also visited another agency that was using Vertafore Agency Platform and received positive reviews from them.

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Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) is simply the gold standard in what they do, providing valuable resources to agencies and helping them stand out and look more professional. I know of no real competition in their space and they are continually adding to their resources to stay ahead of the pack.

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• On the IT side, their support teams make my life easier by taking care of issues that come up.
• The numbers I've seen for support appear high, however, I myself have nothing to compare this to - maybe they are average.

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• It has helped us remain relevant and retain larger clients. I don't track things like I should, but the ROI on this investment is solid.
• Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) gives me the confidence to go after larger clients knowing I can compete with the extra resources seen in larger shops.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info