Zywave--an agency must-have
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) gives us the ability to look and feel much larger and more professional and helps us compete with the larger shops. There isn't a topic out there that they haven't addressed with legally proofed agency branded documents, videos, or posters. A true compendium of knowledge.
Pros
- 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.
Cons
- 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.
Likelihood to Recommend
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.
PP
Parrish Peachee
Agency Owner in Corporate at Easy Benies LLC (1-10 employees)
Vetted Review
5 years of experience