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.

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.

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.

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.

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.

In the auto demo everything worked and it appeared efficient.

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.

The only pro's really is that Agency Matrix is pretty good on its own.

Zywave itself is the major Con. Since their ownership, support has dwindled to almost nothing. Phone support is never available. The chat folks refer you to support articles. If you choose to send an email, it takes days to get a reply ... Or months as happened to me once. These guys make the DMV seem like a fun place to visit.

I have never been so mislead and received such horrible customer service as I have from Zywave. Their motto is definitely buyer beware. I was told I should have done my homework, I jsut the days of someone telling you the truth is gone. I would never recommand them to anyone. Now I am stuck paying for one system that does not work for my agency and a management system for 5 users when I only have 3 now but they will not adjust the price.

Nothing, the worst customer service I have ever had.

Service and people who work there. You are treated horrible once they get their signed contract.

Zywave is unethical.

They did have training sessions that were helpful in understanding their product.

They are sneaky and crooked. There is a clause apparently, in their contract that binds you to use their service for an additional year if you don't send them written cancelation 60 days or more in advance of the end of your contract. Of course, there is no mention of this when you sign up.

We learn from our mistakes of taking the bait from their sales team. I should have known out the gate when I told the sales guy what I needed for a CRM, and instantly he starts trying to sell everything else.

The overall look of the system and what appeared to be a smoother system than the previous systems we were using.

the implementation of the system. its been months of back and forth, and still unable to use the system for the functions its intended to use.

never again...

Itc was decent until Zywave purchased.Customer service and merger was horrific.

Customer service and merger was horrific. Company moto seems to be "that's not my job"

I don't have anything positive to say. I wish I had read the Better Business Bureau reviews for Zywave before signing an agreement. So many companies having the same issues... It's been a complete waste of money. To me, it feels like they're stealing from me every month I see the money come out of my account. Do not get taken in by the slick sales and bold promises.

The sales people were likable. But they vastly oversold the product. I liked my implementation person. But the product was never set up so we could use the product...

They will sell you. Sell, sell, sell. They'll give you examples of how the marketing will look when white labeled. Then they have you sign a contract. Then you go into implementation only to discover the product doesn't work as sold and you realize you can't use it. You'll ask to have your contract cancelled. And they will flat our refuse and insist you have to complete all payments, whether or not you're using the system. So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software. Horrible.

Dreadful. The platform is not easy, not simple, its uber expensive, they lock you into long term contracts, they don't service you nor assist in education post on-boarding. Stay clear of Zywave. We have been in the benefits business for over 20 years and we will never engage nor use anything in the Zywave portfolio again.

The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal. Otherwise, customer service was limited to no existent.

Massive. Too big. Too segmented. Always had to buy something else. Could never test drive a process nor product. Limited limited limited customer service. Sales reps are used call sales people using bait sales tactics.

The ability to house all of my client information in one place. It's easy to look up all policy details.

I don't like the fact that you can't add more than one plan under one policy number. I also don't like that some plan info is mandatory to complete even if it may not apply.

Very Poor

Never got used- Misleading!

Nobody returns calls or emails when you have problem or want to cancel.

When trying to explain a type of coverage to a new client, I love that I can search through Brokerage Builder's vast library of informational guides and send off a handful of easy to understand, visibly appealing and fully branded documents in only a few clicks. The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites.

If you are looking for more complex, in-depth materials, you may not find them here. I find that while the guides and info on Broker Briefcase is easy to understand, it only scratches the surface on coverage information and risk management guides. Still, easier than making your own!

Eric Graupner was extremely creepy and sexist during my entire interaction with zywave. HR should look at his social media.

Eric Graupner was extremely creepy and sexist during my entire interaction with zywave. HR should look at his social media.

Overall a positive but ineffective experience.

Some great resources and appreciated that they had our company's logo on them.

Unfortunately, the resources weren't updated often enough for us (we needed new content more frequently).