Accelerate Growth: Drive Efficiency with Agency Management Systems
Streamline workflows to save time, improve efficiency and generate more revenue with the AMS that can handle it all. It's what you need to automate essential tasks, enable better service and maximize results.
BrokerageBuilder
Agency management built for todays benefits broker.
Eliminate time-consuming renewals by streamlining the entire request for proposal (RFP) process
Process and validate payments received quickly, and gain better insight into your agency’s commission revenue
Centralize your data and create customized workflows tailored to your agency
Easily Manage Time-Intensive Renewals
Say goodbye to time-consuming renewals by streamlining the entire RFP process. Create industry-leading RFPs in minutes and quickly send them to multiple carriers.
Simplify Complex Commission Tracking
Tracking carrier commissions is complex: BrokerageBuilder makes it easy. Track commissions from any carrier with ease, and process and validate payments received to gain better insight into your agency’s commission revenue.
Streamline Task Management
Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks.
Partner Platform
Challenge the status quo and deliver more value
Reduce errors and improve efficiency by managing your commercial client and prospect data in a single location
Track client and prospect activity and gain insights into the workflows
Take the guesswork out of reporting and gain a more comprehensive understanding of your agency’s P&C operations
Manage Large and Complex Commercial Accounts
Fewer clicks and more information at your fingertips makes it easier to respond quickly to your clients with accurate information. These are some ways independent insurance leaders describe the value of Partner Platform’s ability to effectively manage complex commercial clients.
Digitize Filing, Reduce Risk and Better Serve Clients
Quickly and easily attach information as well as retrieve key documents. You can auto-attach, drag and drop and customize how you organize document folders to find what you need for rapid client response time.
Increase Productivity and Accuracy in Accounting
Eliminate third-party software and dual-entry with built-in insurance trusted accounting. Client, policy and financial information are all organized in one system. Your agency will have real-time insights into key financial and performance data, enabling you to better serve your clients and more effectively grow your business.
Ready to grow your business?
Zywave, Inc.
