| Solutions » By Product Name » BrokerageBuilder
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BrokerageBuilder
™
Better business decisions begin today.
BrokerageBuilder is a complete agency-wide management system designed to increase your agency’s efficiency in handling leads, prospects and clients.
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Manage your pipeline
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From lead to sale, or cross-selling, you can track all the stages of your sales opportunity pipeline without losing sight of important details, including sales tracking.
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Simplify workflows
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Manage workflows easily through automated account, carrier or basic activities. Generate client-ready RFPs and proposals. Create pre-formatted professional reports on any criteria you choose. Whatever you need, it does it all.
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Get in sync
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Sync to other Zywave® applications, your existing third-party agency management system and Microsoft® Outlook® for centralized access.
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Choose your version
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Don’t let the name fool you — BrokerageBuilder Standard offers many of the same features as Professional but offers functionality for less demanding agency needs. You decide which version fits you best.
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Get the facts
Want to learn more?
Request product information.
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Request a demo
We know seeing is believing.
Request a free, no-obligation demo.
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1.877.MYZYWAVE
(1.877.699.9928)
Call now to speak to a Zywave sales representative.
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