Zywave helps you centralize all information, including prospect, client and carrier data, and all agency activity. With organization and efficient workflows, you’ll have the opportunities to expand the services you offer clients while enhancing customer satisfaction. Our web-based, customizable solutions organize all of a benefits broker’s accounts, plans, files, activities, commissions and carrier data that any internal user can access. Zywave’s solutions help you create efficiencies and enhance service by centralizing all agency activity. Save time by generating RFPs and proposals in less than an hour, and make sure you’re paid what you’re owed by tracking commissions and variance.
Top Brokers Are Powered by Zywave.
And more than 5,000 other brokers
Lack of organization leads to frazzled employees, unhappy clients and lost revenue.
Zywave offers a web-based, customizable solution to organize all of a benefits broker’s accounts, plans, files, activities, commissions and carrier data that any internal user can access.
BrokerageBuilder™ Generate RFPs and proposals, build custom reports, track commissions and reconcile your book of business. All of this information is centralized and accessible by any agency user, at any time. Unlike other agency management systems, BrokerageBuilder is designed to fit the benefits broker, not the other way around.