Zywave Agency Management
About Zywave Agency Management
Zywave Agency Management Pricing
Please contact Zywave for pricing details.
Starting price:
$1,000.00 per year
Free trial:
Not Available
Free version:
Not Available
Other Top Recommended CRM Software
Most Helpful Reviews for Zywave Agency Management
1 - 5 of 19 Reviews
Jared
Insurance, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed August 2017
Brokerage Builder has been a great tool for us at Hays! We use it for our database in Benefits.
It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
CONSSome of the manual entry when setting up new clients or new lines of coverage. All of the fields that need to be completed.
Rufina
Verified reviewer
Insurance, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2018
Changes the way we work in the insurance business.
This is a grod solution for insurance firms because it gives us the ability to keep all our client file in one space that’s right at the tips of your fingers and is so easy to navigate. We can also easily find the policy details as well as attach documents and emails to it. We also appreciate the fact that reports based certain parameters be quickly generated and is very clear.
CONSThere are some instances where a certain field may not be necessary or applicable to some plans, but the program still requires you to fill it out. So I hope they add an option for indicating that.
Mike
Verified reviewer
Insurance, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed July 2023
ZYWAVE - STAY AWAY!! Total Bait and Switch company.
NONE They took over Rate Factory (BAIT) and then switched us to Zywave that doesn't work. They just want money and don't provide a workable product.
CONSDOESNT WORKZYWAVE - STAY AWAY!! Total Bait and Switch company. STAY AWAY!! Total Bait and Switch company. I have been in the insurance business for over 35 years and NEVER experienced this type of behavior from any of our vendors! Originally we were told that this product would meet our needs. It is nothing that we have signed up for and then the company said the product would meet our needs and when we tried the new product that they changed us to and it did not meet our needs at all. Therefore we have not used it since because we can not use it. Therefore we have no contract. I am requesting a refund of my money and request that they stop billing me. We had to go hire a different vendor during open enrollment and thankfully they met our needs and do not bait and switch like these scammers do.
Reasons for switching to Zywave Agency Management
Limelight was amazing! The most wonderful people ever! However they stopped working with independent agents and only work with large insurers. Miss them so much! Then looked online and came in touch with these scammers at ZYWAVE and it has been the WORST experience of my 35 years in the industry.
Ronald
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed January 2024
Terrible Customer Service
From the begining the experience has been unprofessional. The integration with the company I'm with and that they bought has been very poorly executed.
PROSNothing about Zywave. They bought the company we were with.
CONSCustomer Service is the worst. They are good sending emails but don't execute what they say except collecting their payment.
Reason for choosing Zywave Agency Management
They bought out Agency Matrix and we were heavily invested with them. So we had to stay. Looking for options.
Anthony
Insurance, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed August 2017
Effective Agency Management software tool. A bit tedious and slow to load
More efficient client tracking
PROSThe ability to generate reports based on parameters of your block of business to gain intel on your customer base / improve sales efforts.
CONSThe lack of customization at a certain level, felt like trying to fit a square peg into a round hole sometimes.