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Zywave BrokerageBuilder alternatives
Zywave BrokerageBuilder is an employee benefits insurance agency management system designed for providing effective prospecting and servicing. The software allows brokers to easily manage their time-intensive renewals by streamlining the request for proposal process. Moreover, brokers can send industry-leading RFPs through this software to multiple carriers.
The platform offers a feature that helps users in tracking carrier commissions easily, and they can track commissions from any carrier with ease. It allows brokers to get insights into the agency’s commissions revenue and validate all the received payments. Users can create customized workflows by centralizing all of their data.
Zywave BrokerageBuilder enables managers to access all the activities and accounts of their employees from anywhere anytime. Moreover, users can create tailored client proposals by compiling carrier quotes from RFPs. Lastly, it eliminates the guesswork regarding reporting and enables users to create their reports on activities, upcoming renewals, etc.
















