It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.

Some of the manual entry when setting up new clients or new lines of coverage. All of the fields that need to be completed.

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.

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.

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.

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.

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.

Nothing about Zywave. They bought the company we were with.

Customer Service is the worst. They are good sending emails but don't execute what they say except collecting their payment.

More efficient client tracking

The ability to generate reports based on parameters of your block of business to gain intel on your customer base / improve sales efforts.

The lack of customization at a certain level, felt like trying to fit a square peg into a round hole sometimes.