Zywave Agency Management 2026: Benefits, Features & Pricing

Wondering if Zywave Agency Management is right for your organization?

Our Contact Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Screenshots
Pricing and Plans
Features
User Reviews
Popular Comparisons

Overview

Zywave Agency Management

2.1

(27)

Pricing

Pricing available upon request

About Zywave Agency Management

Zywave Agency Management is a contact management solution that helps businesses streamline operations related to account management, opportunity tracking, commission tracking, workflow configuration, and more from within a unified platform. It allows staff members to utilize a drag-and-drop interface to edit files, find resources, and archive or delete documents.

Zywave Agency Management enables managers to track client and employee activities, set up task due dates, and create custom workflows, among other operations. It lets users add new contacts, merge multiple accounts, and import and mass delete specific accounts. Pricing is available on request and support is extended via live chat, email, and other online measures.

Zywave Agency Management Screenshots

Zywave Agency Management Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Standard Pricing

Pricing available upon request

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Zywave Agency Management Features

Popular features found in Contact Management
Calendar/Reminder System
CRM
Customizable Fields
Lead Capture
Prospecting Tools
Sales Forecasting
Sales Pipeline Management
Segmentation
Shared Contacts
Tagging
More features of Zywave Agency Management
Contact Database
Contact Management
Data Import/Export
Interaction Tracking
Lead Management
Search/Filter
Third-Party Integrations

Zywave Agency Management User Reviews

Overall Rating

2.1

Ratings Breakdown

15%

11%

56%

Secondary Ratings

Ease of Use

2.2

Value for money

1.9

Customer support

1.6

Functionality

2.2

Rufina B.

Verified reviewer

Insurance

10000+ employees

Used daily for more than 2 years

Review source

Reviewed August 2018

Changes the way we work in the insurance business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

There 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.

Milly V.

Verified reviewer

Human Resources

Self-Employed

Used daily for less than 6 months

Review source

Reviewed February 2025

Subscribers Beware/Not what it seems

Bad, disappointing, deflating. On boarding process is long and difficult.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There was not much I like and as I try to separate myself from them, there is even less. There was a lot of information.

Cons:

- its like they are always trying to upsell something. - no ease of use, very difficult platform, not intuitive - more for benefits brokers - not for general HR professionals - they just want your money - most of what is on the platform can be easily found for no charge - hard to get a question answered - no straight answers - deceptive

Reasons for choosing Zywave Agency Management

I guess the sakes pitch was better, but the delivery was not

Elizabeth G.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2025

Poor ethics and customer care

Account Rep didn't respond for over a month. Their stance: you're stuck with our contract, just pay.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We used Insurance Pro for years without issue, then a pushy sales rep switched us to Agency Matrix which lacks features than we need and is cluttered with ones we don't,

Cons:

Sharp increase of 45% this year between AM and ITC - no warning, just a new invoice from a diff email that landed in spam.

Brian S.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2024

Do not Purchase

Terrible. Their service does not exist. It take a week to 2 weeks for anyone to get back. I do not recommend!!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I get get accord forms easy. besides that not much.

Cons:

Its to busy. No training. took months for them to set up.

Reasons for choosing Zywave Agency Management

it was less expensive. And suppose to be easy to set up. IT WAS NOT. It took 2 months for them to set me up.

Reasons for switching to Zywave Agency Management

It was suppose to be simple system and easy to use with good service. None of it was true.

Dawn J.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Review source

Reviewed March 2023

Zywave Agency Management - Customer Service tanked after Zywave bought Partner XE

As of the posting of this review, we still have a current active paid Zywave AMS account, as well as the new AMS account, because until we get the backup copy, data we need is inside the Zywave AMS. Zywave has kept our agency client data hostage for almost 2 months which is a terrible business practice but one in which they can choose to engage in as the holder of your data. If you are ever thinking about purchasing Zywave as your AMS, I would strongly urge you to reconsider as you are knowingly putting your owned data at risk of not being released. The file format that Zywave (Partner XE) holds your data in is also already not in the most useful formats for most other AMS systems. If you have another leading AMS provider, I c an state that moving to Zywave from another provider will be a step back in the quality and integrity of the data files you already have. Moving from Zywave to another provider will either provide you with equally quality files or better quality files for your go-forward data.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.

Cons:

Customer service plummeted and we could go days and weeks without replies to emails, support tickets or calls.We paid $300 for a test database backup initially. The cost for getting a "full and complete" data backup was reasonable at $1,000 and we signed the agreement and paid the $1,000. However when we received the data backup copy a week later than they promised, they sent only a partial backup with missing files. We brought this to their attention and did not get a reply for several days. When they did reply, they stated the new AMS needed to 1st verify that the files were actually missing, which the new AMS did. After that was completed, which took a week and verified the files folders referenced were empty folders (sending screen shots to Zywave) so not a complete data backup, Zywave then ignored the follow up requests to send the full backup copy. When asked again and again for a new complete data backup of our agency data, Zywave customer service, [sensitive content hidden] at Zywave (SIS) just ignored the requests to resend the full data backup. We have tried every contact email we can find to get someone who will respond. At the time of this review, Zywave has technically kept a large segment of our agency client data hostage for almost 2 months.

Reasons for choosing Zywave Agency Management

When it was Partner XE it was simple, easy to use, with a month-to-month contract and immediate and knowledgeable customer service responses. That only changed after Partner XE was bought by Zywave. We only decided to cancel and move to another AMS after the customer service issues began fall of 2022.

Reasons for switching to Zywave Agency Management

7 years ago Partner XE was an easy to use and understand AMS, affordable and customer service has been stellar. It was priced better for a smaller sized agency (under 10 users) than Applied.

Mike D.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed July 2023

ZYWAVE - STAY AWAY!! Total Bait and Switch company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

DOESNT 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.

Brian B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2022

Go for free trial first

Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard. Finally gave up and contract cancelled but still waiting for the last month refund promised and it’s been over 90 days.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

In the auto demo everything worked and it appeared efficient.

Cons:

Once needed for property, it does not work the way the auto does. Also you have to build the NAIC codes and carriers within the database. Most software companies already have that built in.

Reasons for choosing Zywave Agency Management

We ultimately left. I would never consider again.

Reasons for switching to Zywave Agency Management

We went back to EZLynx. EZLynx is efficient and does not have issues with bridging. Also with EZLynx all carriers are in their system.

Mark D.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Find anyone but them for your insurance agency.

Don't walk but run from. Doing business with them. It has been terrible no one will call you back. Always leave a message and we will call you back in 48 hours. I can't wait for 48 hours and run my business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1 star is much too generous for this company. I have had this company for 15 years and it is the worst company I have had to deal with. Three weeks shy of the sale of my agency, they turn off my management system and extort and force another full year contract and increase the price by 400 a month. Lie, steal and blackmail.

Cons:

The account executive lies, over promises and under delivers. of the sale of my agency, they turn off my management system and extort and force another full year contract and increase the price by 400 a month.

Matthew B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2025

Bad experience with rep but they more then made up for it with follow up calls

As long as they get Rackspace replaced, or at least to fix their issues, they do a pretty good on with everything. The original customer service rep leaved something to be desired but that is common in most industries, the 2nd line of customer service was a excellent and went above and beyond.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great follow up ~ A supervisor called back to fix the original issues and then again he next day with more info on how we could solve a related problem that had nothing to do with them

Cons:

They are still working with Rackspace, a third party vender that just sucks, they are in the process of trying to replace them finally.

Ed C.

Verified reviewer

Insurance

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed July 2024

Zywave Agency Management

Lately, lousy and we would recommend them to no one at all ever...

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of using system, and my original sales rep, [sensitive content hidden] she is the best and we always felt comfortable with her. Maybe she with here skills to communicate respectfully to the clients, should be leading this company

Cons:

Billing, and billing, and billing, and also attitudes of [sensitive content hidden] they seem to careless about how to resolve issues with their clients when they clearly have liability here. They have an attitude of take or leave it, and have no clue on or desire to retain customers. We offered to work them and we also tried to call them, and they hide behind their emails, and never answer calls or return calls. They must think they are the only player in this space, or they walk on water and are too good to help resolve issues. Stay far away here....

Showing 1 - 10 of 27 Reviews

See All Reviews