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Zywave Agency Management Logo

Customer relationship management solution

Table of Contents

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Zywave Agency Management - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: October 2025

Zywave Agency Management overview

What is Zywave Agency Management?

Zywave Agency Management is a customer relationship management solution that helps businesses manage contacts, workflows, assets, files, RFPs, and other information on a centralized platform. It allows staff members to utilize the opportunity management module to monitor sales activities, create custom opportunity stages, track sales credit, and more.

Zywave Agency Management allows team members to create, renew, and update, client or prospect plans with custom rates, benefit items, plan types, and tier types. With the commission tracking functionality supervisors can monitor ongoing adjustments, validate payments, import commission data, and more. The built-in calendar tool lets employees automatically keep track of all upcoming plan renewals.

Starting price


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Zywave Agency Management’s user interface

Ease of use rating:

Zywave Agency Management reviews

Overall rating

2.1

/5

27

Positive reviews

22

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6.33/10
Rating distribution

5

4

3

2

1

2

4

3

3

15

Pros
“Some great resources and appreciated that they had our company's logo on them.”
KW

Kaylie W.

Account Manager

“The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.”
DJ

Dawn J.

CEO

“Brokerage Builder has been a great tool for us at Hays. We use it for our database in Benefits.”
JS

Jared S.

Benefits Consultant

Cons
“So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software.”
MW

Myles W.

President

“Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard.”
BB

Brian B.

President

“Run people Run Nasty company you can never get a hold of them unless you owe money.”
PW

Paula W.

Owner

Who uses Zywave Agency Management?

Based on 27 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Human Resources

Use cases

CRM
Contact Management

Zywave Agency Management's key features

Most critical features, based on insights from Zywave Agency Management users:

Customizable fields
Data import/export
Third-Party integrations
Interaction tracking
Lead management
Calendar/Reminder system

All Zywave Agency Management features

Features rating:

Contact management
Contact database
Search/Filter
Sales pipeline management
Segmentation

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Zywave Agency Management pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Zywave Agency Management price and value

Value for money rating:

To see what individual users think of Zywave Agency Management's price and value, check out the review snippets below.

“Some great resources and appreciated that they had our company's logo on them.”
KW

Kaylie W.

Account Manager

“The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022.”
DJ

Dawn J.

CEO

Zywave Agency Management integrations (1)

Top integrations

Zywave Agency Management support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk
Phone Support

Zywave Agency Management FAQs

Q. What type of pricing plans does Zywave Agency Management offer?

Zywave Agency Management has the following pricing plans:
Pricing model: Subscription

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Q. Who are the typical users of Zywave Agency Management?

Zywave Agency Management has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Zywave Agency Management support?

Zywave Agency Management supports the following languages:
English


Q. Does Zywave Agency Management offer an API?

No, Zywave Agency Management does not have an API available.


Q. What level of support does Zywave Agency Management offer?

Zywave Agency Management offers the following support options:
Chat, Email/Help Desk, Phone Support

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