Centralize client information, generate RFPs, and track commissions and variance. Real-time system data reporting. Integrates with Microsoft Office suite.

Agency Management System

  • Streamline workflows and ensure consistency with activities.
  • Acquire real-time reporting on any data in the system.
  • Generate carrier-ready RFPs in minutes.

The only agency management system designed specifically for benefits brokers, by benefits brokers.

Master Your Data

Organize prospect, client, carrier and plan data to streamline processes. Enhance client service with activity management and centralized data. Generate RFPs and proposals, custom reports, track commissions and much more.
Agency Management System

Expertly Made to Fit You

Let the intuitive design, built by former account managers, work for you. Adapt to fit your business, with unlimited customization. Integrate with Microsoft Office, Zywave products and web services for other integration solutions.
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BrokerageBuilder Features

Easily track account and contact data. Manage processes and workflows as you grow. Easily keep up with renewals at a glance. RFPs made easily, just enter data and the system does the rest.
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Leverage Unparalleled Support

Get up and running easily – our implementation experts load your data, train your agency and help you customize the system. Zywave also provides guidance every step of the way with on-going support from in-house experts.

"BrokerageBuilder has allowed our organization to run more efficiently. It has really become a staple of our business - I don’t even recall how we were doing business before BrokerageBuilder."

Zywave Partner
New Jersey

Additional Resources

Content that Counts

Check out how BrokerageBuilder helps you generate a stewardship report to demonstrate broker value during renewal season and beyond.

Webinar: Agency Management: Knowing your numbers

Growth and retention do not happen by accident. Learn about the numbers you have to know and why having an agency management system will help you compete and differentiate in today’s benefits landscape.