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Zywave Sales Cloud - Agency Management

Score10 out of 10

4 Reviews and Ratings

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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.

Categories & Use Cases

Media

Reviews

What users are saying about Zywave Sales Cloud - Agency Management.
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Good product

Incentivized
Andrea PotterView profile
Vice President, Systems Manager at Lifestore Insurance (11-50 employees employees)

Use Cases and Deployment Scope

The content is timely and relevant. Our sales team uses Zywave to prospect. I have used the product to input prospects into our agency management system to begin email campaigns.

Pros

  • Information on prospects available.
  • Content is personalized.
  • Our agency logo is printed on materials.
  • Easy to email to prospects.

Cons

  • Training for new employees and follow up for all employees.
  • Importing into agency management system is several steps.
  • Not all information on prospects is given, although most have adequate information.

Most Important Features

  • Content is personalized.
  • Content is easy to locate.
  • Content is up to date.

Return on Investment

  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.

Other Software Used

AMS360, Vertafore RiskMatch

BrokerageBuilder: One of the Best Benefits Broker Systems

Incentivized
Jessica Gardner
Benefits Operations Manager at Watkins Insurance Group (51-200 employees employees)

Pros

  • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
  • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
  • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
  • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.

Cons

  • The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
  • There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
  • It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.

Return on Investment

  • We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
  • Having two systems was a challenge for our agency and led to use changing to one combined system.
  • The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.

Alternatives Considered

Applied Epic

Other Software Used

EaseCentral, ThinkHR Learn, Zywave PlanAdvisor, Zywave Decision Master Warehouse

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