BrokerageBuilder:
Insurance Brokerage Software that Simplifies Benefits Management
Streamline operations, simplify renewals, and gain greater financial visibility — all in one purpose-built platform for employee benefits brokers.
Performance Gains
Multiply Your Agency Productivity
BrokerageBuilder users aren't just staying organized — they're growing faster, retaining more clients, and compounding results year over year. Here's what the numbers show.
6%
YoY increase in activities per user
40%
reduction in administrative task time
80+
pre-built report templates
Unlock
Clear Visibility Into Broker Activity and Plan Performance
Monitor engagement trends and growth indicators across your benefits portfolio — from a single, unified dashboard.
Custom Proposal Generator
Compile carrier quotes from RFPs into branded, tailored proposals that showcase your value and expertise to every client. Consistent, professional proposals help benefits brokers win and retain more business.
Activity Tracking Across Accounts
Track current and past activities for accounts, carriers, employees, plans, and files — from anywhere, at any time. Every interaction is logged automatically, creating a complete audit trail for E&O protection.
Real-Time Reporting
Use 80 pre-built report templates or build fully custom reports to monitor renewals, activities, commissions, and internal usage on demand. Forecast revenue with up to 95% accuracy using built-in financial analytics.
Core Product Benefits
Insurance Broker Management Software
Built for How Benefits Brokers Actually Work
Manage Time-Intensive Renewals
Create industry-leading RFPs faster by streamlining your entire request for proposal process and distributing them to multiple carriers simultaneously. Automated renewal workflows surface at-risk accounts 90–120 days out — reducing last-minute scrambles and improving client retention by up to 15%.
Simplify Complex Commission Tracking
Track commissions from any carrier, validate incoming payments against expected amounts, and view agency revenue with greater clarity. BrokerageBuilder automatically surfaces discrepancies — helping agencies resolve commission suspense up to 60% faster and recover revenue they'd otherwise miss.
Streamline Task Management
Centralize all agency data and receive daily reminders for overdue tasks and upcoming priorities. Purpose-built workflows guide staff through every transaction type with automated task assignment and activity logging — reducing errors from manual processes by 90%+ and freeing 20+ hours per user per week for client-facing work.
Operational Advantage
Coordinate Brokers and Carriers More Effectively
Use Zywave's insurance brokerage software to improve collaboration across accounts, carriers, and internal teams — and run a tighter, more scalable operation without adding headcount.
BrokerageBuilder customers see a 6% year-over-year increase in activities per user and a 40% reduction in administrative task time — more output, same headcount.
Plan Better
Organize and Compare Benefit Plans
Standardize plan details, contribution structures, and carrier information across all employer groups — all within your insurance brokerage software.
Maintain plan configurations, contribution details, and carrier information across every employer account in a single, organized system of record. Eliminate the spreadsheets and disconnected carrier portals that create data errors and slow your team down.
Access prior plan designs and contribution adjustments to support more informed, confident client conversations at renewal time — and maintain a complete audit trail that reduces E&O exposure automatically.
Evaluate plan variations across multiple carriers within a single client account to support strategic benefits recommendations. Present options clients can understand at a glance — without switching systems.
Brokerage Intelligence
Visualize Renewal, Revenue, and Broker Performance
Monitor renewal timelines, commission trends, and broker activity from one centralized dashboard — so leadership always has a clear, real-time picture of where the business stands.
Renewal Pipeline Overview
Renewal Pipeline Overview
Track upcoming renewals, RFP progress, and plan status across your entire benefits book of business. Surface at-risk accounts before they become problems — with automated alerts starting 90–120 days before expiration.
Commission Revenue
Commission Revenue
View commission earnings, payment validation status, and revenue trends by carrier or account. Know exactly what you've earned, what you're owed, and where discrepancies exist — all validated automatically against carrier records.
Broker Activity & Workload
Broker Activity & Workload
See user activity, open tasks, and engagement across all accounts. Balance workloads more effectively, identify top performers, and keep your entire team operating at full capacity with data-driven insights.
Case Studies & Customer Testimonials
BrokerageBuilder Case Studies
See how employee benefits agencies improved operational control, accelerated growth, and compounded performance results using Zywave's modern insurance brokerage software.
$100M
Premiums Issued
Digital Quoting Personal Lines
"24,000 policies written in one year through our Zywave-powered online quoting experience."
50+
States Quoted
Benefits Quoting & Efficiency
“We can run and send quotes the same day - small group quotes under 50 take less than an hour - and we’ve been genuinely impressed with how much smoother and faster our quoting process is"
100%
More Efficient Renewals
Brokerage Efficiency
"The system is very intuitive, and there isn’t a lot of training required - even for admin users."
Personal Lines
"Within six months we had the volume to pay for the API. It pays for itself quickly."
Content Cloud & miEdge
"The fact that you can drill in to learn different types of businesses or categories or class codes - and dig deep on specific topics - is valuable to me as a client advisor."
Built to Work Together
Connect BrokerageBuilder with
other Sales Cloud Solutions
Expand beyond benefits operations by integrating BrokerageBuilder with complementary, growth-focused tools across the Zywave ecosystem. Existing Zywave customers who add BrokerageBuilder unlock the full Performance Multiplier — connecting operations with the content, data, and tools already in use. One vendor. One ecosystem. No integration headaches.
Employee Benefits
Sales Cloud for Employee Benefits
Offer unique value-adds and strategies that make you an indispensable partner across all lines of business your clients need.
Commercial Lines
Sales Cloud for Commercial Lines
Offer unique value-adds tailored for commercial insurance brokers — from prospecting through renewal and beyond.
Personal Lines
Sales Cloud for Personal Lines
Drive efficiency through every step of the client lifecycle — from generating new leads to seamless renewal experiences.
BrokerageBuilder APIs
BrokerageBuilder APIs
These APIs are specifically designed for customers using the Brokerage Builder solution. If you are seeking similar APIs within Zywave Cloud solutions, these may not be suitable for your needs.
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Demo BrokerageBuilder — No Strings Attached
See how our insurance brokerage software helps employee benefits agencies simplify operations, improve financial visibility, and grow their book — without adding overhead.
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Frequently Asked Questions
Common Questions
About BrokerageBuilder
BrokerageBuilder is a cloud-based insurance brokerage software platform designed specifically for employee benefits agencies. It centralizes renewals, commission tracking, task management, proposal generation, and activity reporting in one unified system — built for benefits brokers, not adapted from generic software.
Benefits brokers managing employer-sponsored health, dental, vision, and voluntary plans use BrokerageBuilder. It supports agencies of all sizes — from single-owner shops to enterprise brokerages with 1,000+ employees — with no forced upgrades or pricing tiers.
Yes. BrokerageBuilder streamlines the entire RFP process, distributes requests to multiple carriers simultaneously, and surfaces at-risk accounts 90–120 days before expiration. Agencies using proactive renewal workflows report a 15% improvement in client retention.
Yes. BrokerageBuilder tracks commissions from any carrier, validates incoming payments against expected amounts, and automatically surfaces discrepancies — helping agencies resolve commission suspense up to 60% faster and eliminate manual spreadsheets that consume 10+ hours per month.
Yes. BrokerageBuilder includes 80+ pre-built report templates and fully customizable reporting. Reports cover renewals, activities, plan data, commission performance, and overall productivity — with revenue forecasting accuracy up to 95%.
Yes. Every user receives a structured daily task list highlighting overdue items and upcoming priorities. Purpose-built workflows automate task assignment and activity logging, reducing manual process errors by 90%+.
Yes. BrokerageBuilder is a cloud-native SaaS platform with 99.9% uptime and SOC 2 Type II certified security. Teams can access it securely from anywhere with an internet connection — no IT infrastructure required.
Unlike generic CRMs like Salesforce or broad enterprise platforms like Applied Epic, BrokerageBuilder is purpose-built exclusively for employee benefits brokers. It delivers RFP management, commission validation, benefit plan comparison, and benefits-specific workflows out of the box — without expensive customization or complexity you'll never use.
Yes. BrokerageBuilder scales from single-producer startups to enterprise brokerages with 1,000+ employees, with no forced upgrades. Average implementation takes 60–90 days, and 85%+ of users reach full adoption within 90 days.
Yes. The built-in custom proposal generator compiles carrier quotes from RFPs into branded, client-ready documents — presenting benefit options clearly and professionally, every time.
Yes. Workflows are fully customizable to match how your benefits team operates — maintaining consistency across account managers and scaling as your book of business grows.
Yes. BrokerageBuilder manages multiple carriers within a single client account — tracking plan details, activity, and documentation across all carriers without switching systems or re-entering data.
