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Zywave Agency Management
Customer relationship management solution
Last updated: October 2024
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.
Typical customers
Platforms supported
Support options
Value for money
2.1
/5
22
Starting from
1000
Per year
Per Feature
Value for money contenders
Functionality
2.3
/5
22
Total features
11
2 categories
Functionality contenders
Overall Rating
2.3
/5
22
Positive reviews
27
%
2
4
3
3
10
Overall rating contenders
Jared S.
Insurance, 501-1,000 employees
Used daily for 2+ years
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It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have.
Some of the manual entry when setting up new clients or new lines of coverage. All of the fields that need to be completed.
Rufina B.
Insurance, 10,001+ employees
Used daily for 2+ years
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This is a grod solution for insurance firms because it gives us the ability to keep all our client file in one space that’s right at the tips of your fingers and is so easy to navigate. We can also easily find the policy details as well as attach documents and emails to it. We also appreciate the fact that reports based certain parameters be quickly generated and is very clear.
There are some instances where a certain field may not be necessary or applicable to some plans, but the program still requires you to fill it out. So I hope they add an option for indicating that.
Paula W.
Insurance, 1-10 employees
Used monthly for 2+ years
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The worse Experience Ever!!! This company has been a miserable experience Very Miserable!!!
Treating to send me to collections cause i have my own website now but they’re squeezing me to pay out a contract for What you have literally NEVER DO A THING FOR ME!!!
Run people Run Nasty company you can never get a hold of them unless you owe money
Mike D.
Insurance, 1-10 employees
Used daily for 6-12 months
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NONE They took over Rate Factory (BAIT) and then switched us to Zywave that doesn't work. They just want money and don't provide a workable product.
DOESNT WORKZYWAVE - STAY AWAY!! Total Bait and Switch company. STAY AWAY!! Total Bait and Switch company. I have been in the insurance business for over 35 years and NEVER experienced this type of behavior from any of our vendors! Originally we were told that this product would meet our needs. It is nothing that we have signed up for and then the company said the product would meet our needs and when we tried the new product that they changed us to and it did not meet our needs at all. Therefore we have not used it since because we can not use it. Therefore we have no contract. I am requesting a refund of my money and request that they stop billing me. We had to go hire a different vendor during open enrollment and thankfully they met our needs and do not bait and switch like these scammers do.
Dawn J.
Insurance, 11-50 employees
Used daily for 6-12 months
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As of the posting of this review, we still have a current active paid Zywave AMS account, as well as the new AMS account, because until we get the backup copy, data we need is inside the Zywave AMS. Zywave has kept our agency client data hostage for almost 2 months which is a terrible business practice but one in which they can choose to engage in as the holder of your data. If you are ever thinking about purchasing Zywave as your AMS, I would strongly urge you to reconsider as you are knowingly putting your owned data at risk of not being released. The file format that Zywave (Partner XE) holds your data in is also already not in the most useful formats for most other AMS systems. If you have another leading AMS provider, I c an state that moving to Zywave from another provider will be a step back in the quality and integrity of the data files you already have. Moving from Zywave to another provider will either provide you with equally quality files or better quality files for your go-forward data.
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.
Customer service plummeted and we could go days and weeks without replies to emails, support tickets or calls.We paid $300 for a test database backup initially. The cost for getting a "full and complete" data backup was reasonable at $1,000 and we signed the agreement and paid the $1,000. However when we received the data backup copy a week later than they promised, they sent only a partial backup with missing files. We brought this to their attention and did not get a reply for several days. When they did reply, they stated the new AMS needed to 1st verify that the files were actually missing, which the new AMS did. After that was completed, which took a week and verified the files folders referenced were empty folders (sending screen shots to Zywave) so not a complete data backup, Zywave then ignored the follow up requests to send the full backup copy. When asked again and again for a new complete data backup of our agency data, Zywave customer service, [sensitive content hidden] at Zywave (SIS) just ignored the requests to resend the full data backup. We have tried every contact email we can find to get someone who will respond. At the time of this review, Zywave has technically kept a large segment of our agency client data hostage for almost 2 months.
Zywave Agency Management has the following pricing plans:
Starting from: $1000.00/year
Pricing model: Subscription
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