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Commission Tracking, Flexible Reporting and More — All in One Agency Management System!
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Our BrokerageBuilder™ application is a complete agency-wide management system with customer-relationship management features designed specifically for the insurance agency. This powerful software tool designed specifically for employee benefits will increase your agency’s efficiency in handling leads, prospects and clients.
Designed for brokers by brokers, BrokerageBuilder™ Professional and BrokerageBuilder™ Standard (an application specifically tailored for smaller agencies that want a shorter implementation time and require fewer users on the system) combine all the requirements of a busy agency into one system that supports your critical needs:
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Captures and manages agency-wide lead data |
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Generates automated, client-ready RFPs and proposals for benefit accounts |
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Manages workflow easily through account, carrier or basic activities that can be assigned to agency staff |
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Tracks sales and commissions for benefit accounts |
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Creates easy, customizable reports to be printed, e-mailed or displayed online with Zywave® ReportCenter |
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Integrates with other Zywave applications and Microsoft® Outlook®, and can synchronize with other popular third-party agency management systems |
As a leader in the development of employee benefits agency management systems, Zywave’s BrokerageBuilder system sets the standard for agency integration to enhance your internal workflows and extend your relationship-enriching services.
Enhance the power of BrokerageBuilder with the following solutions:
For more information, call us at 877-MYZYWAVE or complete the information request form.
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