Discover the AMS That Simplifies Insurance Agency Management
As a benefits provider, account management, organization, and responsiveness are critical.
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Efficiently managing renewals, keeping employer and plan data organized, and responding quickly to claims or service issues help to maximize client satisfaction, retention, and profitability. BrokerageBuilder streamlines these administrative
tasks and ensures everyone is on the same page when claims or service issues arise. This is great news: internal communication, client service, and responsiveness are at the highest level possible.
BrokerageBuilder, our Benefits Agency Management System, is designed to be a one-stop shop for benefits teams.
It allows users to create customized workflows to streamline the renewal process, manage day-to-day client interactions, and ensure nothing slips through the cracks
This centralized database will house accounts, contacts, carrier information, policies, files, and attachments.
In addition to basic AMS functionality, BrokerageBuilder also has robust reporting, a large group RFP wizard, the ability to create proposals, and track commissions
Streamline. Manage. Succeed. Experience Brokerage Builder Advantage.
One more thing…
With new employee benefits regulations in place, compliance is more critical than ever. Brokers who adapt and streamline their operations will have a competitive edge. The right solution makes all the difference. Zywave’s BrokerageBuilder helps you stay ahead of regulatory changes while simplifying policy management, so you can focus on what you do best—growing your business. Read this blog to see how to keep up.
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