Logo of Zywave Sales Cloud Solutions

Zywave Sales Cloud Solutions

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Last updated on

Company health

Employee growth
4% increase in the last year
Web traffic
11% decrease in the last quarter

Ratings

G2
3.9/5
(42)

Zywave Sales Cloud Solutions description

Zywave Sales Cloud Solutions is a suite of tools designed to help insurance agencies streamline sales processes and improve client retention. It offers features to manage leads, nurture prospects, and automate tasks, from prospecting to renewal. Zywave Sales Cloud Solutions caters to agencies of all sizes working in Employee Benefits, Commercial Lines, or Personal Lines. It promises to fuel organic growth by improving efficiency and providing tools to deliver superior value to prospects and clients.


Who is Zywave Sales Cloud Solutions best for

Zywave Sales Cloud Solutions helps insurance agencies streamline sales and boost client retention. Users praise its centralized database, user-friendly interface, and real-time quoting. However, some find the manual data entry tedious and reporting inadequate. Zywave offers automation, client management tools, and content marketing to drive organic growth.

  • Ideal for small to medium-sized businesses (1-1000 employees) in the insurance sector.

  • Best fit for insurance agencies specializing in employee benefits, commercial, and personal lines.


Zywave Sales Cloud Solutions features

Supported

Automates sales processes from prospecting to renewal to improve efficiency and growth.

Supported

Offers tools and resources to enhance client service and improve profitability.

Supported

Provides content to engage prospects and clients, driving growth through education.

Supported

Offers medical plan analysis capabilities to improve decision-making.

Supported

Empowers clients with self-service tools for compliance, risk management, and safety.

Supported

Simplifies claims and loss analysis to provide valuable insights.

Supported

Streamlines the cyber insurance quoting process.


Zywave Sales Cloud Solutions reviews

We've summarised 42 Zywave Sales Cloud Solutions reviews (Zywave Sales Cloud Solutions G2 reviews) and summarised the main points below.

Pros of Zywave Sales Cloud Solutions
  • Centralized database for client information and policy details is highly valued.
  • User-friendly interface for basic functions and ease of navigation are frequently praised.
  • Real-time quoting and readily available carrier information are appreciated.
  • Excellent and responsive customer support is a recurring positive.
  • Cloud-based accessibility and anywhere/anytime access are significant advantages.
Cons of Zywave Sales Cloud Solutions
  • Slow performance and occasional freezing issues are common complaints across different products.
  • Difficult and time-consuming manual data entry is frequently cited.
  • Reporting functionalities are often criticized as inadequate or inaccurate.
  • Implementation and setup processes can be lengthy and complex, with a disconnect between sales and implementation teams.
  • Lack of seamless integration with other systems and limited compatibility with tools like Excel.

Zywave Sales Cloud Solutions pricing

The commentary is based on 1 reviews from Zywave Sales Cloud Solutions G2 reviews.

Zywave's Sales Cloud solutions (formerly Partner Platform) are considered valuable for their features and automation capabilities. Users mention considering the maintenance costs compared to other systems, suggesting a focus on value for the price. Specific pricing details are not readily available.

Users sentiment

Strongly positive
+1

Zywave Sales Cloud Solutions alternatives

  • Logo of AgencyZoom
    AgencyZoom
    Streamlines insurance sales and agency management, boosting efficiency.
    Read more
  • Logo of Applied Digital Agency
    Applied Digital Agency
    Streamlines insurance agency workflows, boosting efficiency and client satisfaction.
    Read more
  • Logo of Applied TAM
    Applied TAM
    Streamlines insurance agencies with automation and client insights.
    Read more
  • Logo of QuoteRush
    QuoteRush
    Get instant insurance quotes, compare rates, and close deals faster.
    Read more
  • Logo of Applied Epic
    Applied Epic
    Streamlines insurance agency operations from client info to claims.
    Read more
  • Logo of Partner Platform
    Partner Platform
    Manage insurance agencies smoothly, affordably, and with great support.
    Read more

Zywave Sales Cloud Solutions FAQ

  • What is Zywave Sales Cloud Solutions and what does Zywave Sales Cloud Solutions do?

    Zywave Sales Cloud Solutions helps insurance agencies streamline sales, improve client retention, and fuel organic growth. It offers tools to manage leads, nurture prospects, automate tasks, and deliver superior client value, from prospecting to renewal. Zywave caters to agencies of all sizes handling employee benefits, commercial, and personal lines.

  • How does Zywave Sales Cloud Solutions integrate with other tools?

    Zywave Sales Cloud Solutions integrates with other systems, but users have reported difficulties and limitations with this functionality. It lacks seamless integration capabilities and has limited compatibility with common tools like Excel.

  • What the main competitors of Zywave Sales Cloud Solutions?

    Alternatives to Zywave Sales Cloud Solutions include Applied Digital Agency, AgencyZoom, and Microsoft Power Platform. These platforms offer similar features like sales automation, client management, and marketing tools, catering to insurance agencies and businesses seeking improved efficiency and growth.

  • Is Zywave Sales Cloud Solutions legit?

    Yes, Zywave Sales Cloud Solutions is a legitimate software suite designed for insurance agencies to enhance sales processes and client retention. It offers tools to manage leads, nurture prospects, and automate tasks. User reviews praise its centralized database and user-friendly interface.

  • How much does Zywave Sales Cloud Solutions cost?

    I couldn't find pricing details for Zywave Sales Cloud Solutions. Contact Zywave directly for product pricing and to determine if their sales cloud solutions are worth it for your needs.

  • Is Zywave Sales Cloud Solutions customer service good?

    Zywave Sales Cloud Solutions receives positive feedback for its customer support. Users appreciate the knowledgeable and helpful support team, highlighting their responsiveness as a key strength. However, there are also complaints about slow performance, difficult manual data entry, and inadequate reporting.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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