# BrokerageBuilder Reviews **Vendor:** Zywave **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 3.6/5.0 **Total Reviews:** 15 ## About BrokerageBuilder BrokerageBuilder is an agency management system (AMS) built specifically for employee benefits brokerages. It centralizes group and plan data, automates renewal workflows, streamlines carrier RFPs, and tracks commissions — all in one platform purpose-built for how benefits teams work, not adapted from a P&C system. If you're running a benefits brokerage, your problems are specific: renewal seasons that overwhelm your team, RFPs that take hours to build, commissions that are hard to reconcile, and client proposals that should look more professional than they do. Generic CRMs and P&C-focused AMS platforms weren't designed to solve those problems. BrokerageBuilder was. Here's what that looks like in practice: Renewals that don't break your team. Sahouri Insurance, a full-service brokerage in the D.C. metro, cut renewal time in half after implementing BrokerageBuilder. Their Practice Leader put it plainly: "BrokerageBuilder has made renewals 100% more efficient." That's not a small efficiency gain — that's getting your team's time back at the most stressful point in the year. A benefits data model that fits. BrokerageBuilder organizes your book around groups and plans the way benefits brokers think about it — group-level file storage with no capacity limits, plan-level policy management, and a renewal calendar that keeps your entire team ahead of every x-date. Carrier-ready RFPs in minutes. Large group plan RFPs that used to mean hours of manual data assembly now generate directly from client records. Customized proposals go to clients looking polished and professional — without your producers spending a day formatting a Word document. Commission tracking that catches what carriers miss. Import carrier statements via CSV, run producer compensation reports, and surface missed commissions before they fall off your radar. BrokerageBuilder is part of Zywave's Performance Multiplier ecosystem. Connect it with Content Cloud for client-ready compliance and HR materials, Client Cloud for employee self-service portals, and Zywave's full suite of marketing and prospecting tools — all sharing the same account and contact data with no duplicate entry required. ## BrokerageBuilder Reviews ### 1. Great functionality, simple processing **Rating:** 3.5/5.0 stars **Reviewed by:** Ethan R. | AE, Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about BrokerageBuilder?** Easy to plug and play. Makes it simple to figure out where to input things and navigate the tool. **What do you dislike about BrokerageBuilder?** Sometimes it will require you to put in a number or address when there isn't one for the org. But that could just be our admin settings. Also, I think it could look prettier. It looks a bit outdated, a bit 2000s-ish. **What problems is BrokerageBuilder solving and how is that benefiting you?** Gives us a CRM specifically for organizing our clients, their invoices, addresses, etc. Makes the process of handing off accounts to our service team much easier. ### 2. Works well if setup well to start with **Rating:** 3.5/5.0 stars **Reviewed by:** Kaelyn W. | B, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about BrokerageBuilder?** Tracks clients and carriers well. We can add notes on the various plans to help our eligibility team manage benefits for our clients. Plus, we benefit from plan information and adding custom fields. **What do you dislike about BrokerageBuilder?** Once an employee or team is added in BKB they can not be removed easily. Anyone attached to an old plan is not able to be removed until they are found on the old plans. I recommend setting up BKb clearly when starting. **What problems is BrokerageBuilder solving and how is that benefiting you?** We can manage all our clients on one system with plan information, eligibility, the account team, and client contact information. BKB also feeds account information to our company accounting software to help manage commissions. ### 3. Great Software! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about BrokerageBuilder?** The organization is insane, it is the best to keep our affairs in order. **What do you dislike about BrokerageBuilder?** Sometimes the system feels outdated and old, it is not syncing with Ease or anything elese **What problems is BrokerageBuilder solving and how is that benefiting you?** We use it to ensure renewals and individuals are properly taken care of. ### 4. BrokerageBuilder REview **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2020 **What do you like best about BrokerageBuilder?** The dashboard is helpful. I like how the emails are in the activity and you just click a tab to see them all. It's easy to search for documents. I also like how flexible the system is--you can add custom fields on the client level, and it's very easy to add activities and workflows. **What do you dislike about BrokerageBuilder?** I wish you could drag/drop emails and documents to attach to clients/activities. Biggest con for us was that we had two different agency management systems: on CL/PL and one for Benefits. Reporting can be a pain. We had to have multiple custom reports created, and some took months of back-and-forth and levels of expert help. We could never truly trust the book of business report because of some oddities with BORs. I had to run 4 different book of business reports (one for monthly premium/commissions, one for annual, one for quarterly and one for semi-monthly) and then merge them together and subtotal for all producers. It was a huge pain and never 100% accurate. **What problems is BrokerageBuilder solving and how is that benefiting you?** We used BrokerageBuilder for 6 years. The team really liked the look/layout and ease of use. We didn't have any major issues with it. Our agency ultimately made a change 6 months ago so that we have one agency management system for all lines. ### 5. Great brokerage file keeping software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2019 **What do you like best about BrokerageBuilder?** We’ve used brokerage builder for as long as I’ve Been with my company. We use it for everything from to do task management, record keeping, voicemail records, and every email we send to the client. **What do you dislike about BrokerageBuilder?** Brokerage Builder does not have a lot of features that make it compatible with excel (such as to export the names of files submitted) **What problems is BrokerageBuilder solving and how is that benefiting you?** A huge benefit is keeping everything in one place on a cloud based software. We don’t have to worry about access because we can access it anywhere at anytime. ### 6. BrokerageBuilder User for 6+ Years **Rating:** 3.5/5.0 stars **Reviewed by:** Jessica G. | Employee Benefits Operations Manager, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2018 **What do you like best about BrokerageBuilder?** The system is well-organized, easy to navigate and pretty flexible. You can create custom fields and workflows very easily. **What do you dislike about BrokerageBuilder?** From an efficiency standpoint, it’s a pain to attach every email you send or receive. There is an Outlook plugin that helps, but other systems allow you to drag and drop emails, which is MUCH faster. Same with attaching files—I wish you could drag and drop, but you cannot. When you set-up a plan, you have to put the expected premium and commissions. Once commissions have been posted, you cannot go back and change this without un-posting and re-posting commission statements, which is tedious. This comes up in you make a mistake when you set-up the plan, so you have to be careful projecting premium/commissions (especially when you get a BOR mid-year or have a multi-year rate guarantee). Our biggest pain-point is the reporting. Our old system would capture expected AND actual premium and revenue for each plan, which gave us a very accurate book of business (BOB) report. BrokerageBuilder only pulls *expected* premium/commissions, so when your premium/commissions change (acquisition, new hires, layoffs), it’s not reflected. When you get a BOR mid-year, the premium/ commissions is always off. For example, when we get a BOR for an account that renews in 4 months, the reports will show the 4 months of premium/commissions as an annual amount, so producers think we are under-reporting premium/commissions, but it’s just the system not being sophisticated enough to calculate this properly. I have to run 4 separate BOB reports (plans with monthly, annual, quarterly and semi-annual premium/commission), then clean the reports up, then merge them together, then sub-total each producer (and we have 35-40 producers). It’s a huge pain and never truly accurate. It causes a lot of grief for our accounting department, the producers, and me. We were told, after the fact, that many P&C agencies post commissions in their P&C system and not BrokerageBuilder because of the reporting limitations. Overall, the reporting has not worked well for us. **Recommendations to others considering BrokerageBuilder:** It’s a good system for many brokers, but I think it’s getting outpaced by other systems. Zywave needs to make some changes quickly or they will lose a lot of business from brokers that have P&C and Benefits departments. More and more firms are combining systems and moving their Benefits department away from a Benefits only system like BrokerageBuilder. Having two systems just doesn’t make sense anymore if you are a large firm with P&C and Benefits departments. The reporting is cumbersome and we never fully-trust it. A lot of the reports we asked for did not exist and had to be created. We felt these were standard reports: book of business reports, new business reports, etc. **What problems is BrokerageBuilder solving and how is that benefiting you?** We made the change to BrokerageBuilder six years ago, and it was a step-up from our prior system. We’re housing our client info electronically and can access it from anywhere. We like the system, except for the reporting and attaching emails. ### 7. Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** deeana d. | operations manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2019 **What do you like best about BrokerageBuilder?** Helps me with everything I need to get done **What do you dislike about BrokerageBuilder?** I haven't had any issues so far. I think they could put themselves out there more so more people know about their business. **What problems is BrokerageBuilder solving and how is that benefiting you?** When I come across some I will contact someone about it. ### 8. Long Road Ahead **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2018 **What do you like best about BrokerageBuilder?** There is a lot of information to input for it to work well, but worth it. Our current implementation team is really great. They understand what we need and are working with us to get what we need into the system. I think it is important for the team to understand your company and functionality prior to trying to implement, once they understood us, I feel like progress is going to be made. I don't have full access to the system yet. We are still trying to get everything loaded into the system, so it's hard to say what I'd like best about the system. Right now we've been thru a lot of training, but we are in limbo until the information is updated. **What do you dislike about BrokerageBuilder?** It's really been a difficult road getting all of our information into the system. I feel like there's been a disconnect between the sales department and the implementation team. Sometimes its hard to ask questions, in a way that gets the answer I am looking for. My language seems to be different than the techs, so I don't get answers to the questions I feel like I am asking. It's take a really long time for us to get up and running using the system. They want to only upload a few years of data into the system, however this doesn't meet industry compliance and regs we have to meet so this is a little off putting. However, they are willing to get all of the information into the system. We interviewed many companies prior to our selection, I really liked the social media tools other systems had integrated into their system to communicate with clients. A pre built carrier form library would be great! I think it is going to be challenging to keep the library up to date as needed. **Recommendations to others considering BrokerageBuilder:** Make sure the implementation Dept. knows exactly what your needs are before you begin the process. This could save a lot of time and money **What problems is BrokerageBuilder solving and how is that benefiting you?** We are trying to get more organized, we have many years of business in multiple locations that all need to be pulled together to be more useful. Again this has been a long road, and we don't not have total access to the system yet because our information is still not uploaded into the system. We had a really long set back because of the lack of communicating between sales and implantation. Once we are organized we hope to be able to begin a strong marketing campaign utilizing the materials and resources the system offers. ### 9. BrokerageBuilder Reveiw **Rating:** 2.0/5.0 stars **Reviewed by:** Mallory W. | Benefits Analyst, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about BrokerageBuilder?** All the data you are looking for is in one place and you should be able to export the data to use as necessary **What do you dislike about BrokerageBuilder?** The software seems outdated and there is a lot of client information regarding health insurance plans that you need to type in. The program will not you move on without each item being plugged in even if that is just a "N/A" which is very time-consuming. **Recommendations to others considering BrokerageBuilder:** It is nice if you need to pull information but not everyone fills out everything within the program. **What problems is BrokerageBuilder solving and how is that benefiting you?** It is standard practice that we type all of our clients into the portal in order to track offices, commissions, etc . of the client. However, I feel it is time-consuming and not worth it, when our office doesn't use any of the additional features. ### 10. Clear and concise but needs to tune some aspects. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2018 **What do you like best about BrokerageBuilder?** The interface is moderately clear and most of the required information is available at one place. **What do you dislike about BrokerageBuilder?** The fact that everything needs to be updated manually. The User Experience is not delightful. **What problems is BrokerageBuilder solving and how is that benefiting you?** Keeping client details and tracking their information. ### 11. Brokerage builder **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2018 **What do you like best about BrokerageBuilder?** I like that it provides a database so that I can see all of my clients in one space **What do you dislike about BrokerageBuilder?** Implememtation was difficult and there was a disconnect between what we wanted and what we got **Recommendations to others considering BrokerageBuilder:** Be very thorough when working with the BB team to make sure they know exactly what you want as they are building the portal **What problems is BrokerageBuilder solving and how is that benefiting you?** We are more organized and all team members can obtain the same information rather than everyone looking somewhere different and getting different information ### 12. Easy to use! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2018 **What do you like best about BrokerageBuilder?** New to the industry, introduced to this software and was very impressed with the ease of use and intuitiveness of the program. I like the integration with Outlook. **What do you dislike about BrokerageBuilder?** It has experienced some technical issues with Internet Explorer **What problems is BrokerageBuilder solving and how is that benefiting you?** Tracking client interactions for future reference. ### 13. Has what you need but still missing parts. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2017 **What do you like best about BrokerageBuilder?** I love the ease of searching for clients and user interface. **What do you dislike about BrokerageBuilder?** I wish it wasn’t so archaic in how information is input - it’s like it’s stuck in MS Dos. **What problems is BrokerageBuilder solving and how is that benefiting you?** Keeping client information updated and filed neatly online. The online access is great so if I work from home I’m able to access all my clients. If I need to access it via mobile, I have that ability, as well. I would like to be able to document better but it does what I need ### 14. Great Product for Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about BrokerageBuilder?** Ability to search clients and save required documents and information on clients **What do you dislike about BrokerageBuilder?** I do not have any dislikes for this product at this time **What problems is BrokerageBuilder solving and how is that benefiting you?** Ways to share information - brokerage builder solves ### 15. Great for Broker Organization **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandra H. | Customer Success Manager / Account Executive, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2017 **What do you like best about BrokerageBuilder?** Brokerage builder is a fantastic way to organize your groups and keep track of renewal information. **What do you dislike about BrokerageBuilder?** It's a bit clunky and takes some time to get used to. It also takes a long time to set things up since everything is manual. **Recommendations to others considering BrokerageBuilder:** Keep everything up to date. The tool is only as good as your own data so make sure to input as much information as you have. **What problems is BrokerageBuilder solving and how is that benefiting you?** It's a great way for us to keep track of our customer base. ## BrokerageBuilder Discussions - [What is BrokerageBuilder used for?](https://www.g2.com/discussions/what-is-brokeragebuilder-used-for) - [View BrokerageBuilder pricing details and edition comparison](https://www.g2.com/products/brokeragebuilder/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+02%3A01%3A55+-0500&secure%5Bsession_id%5D=216747e5-b763-404a-9595-72c411410ac6&secure%5Btoken%5D=9bc55ad4e854ea6c9df8bf95af6f76f1c652c208629a6b30631ff557d0b33cf6&format=llm_user) ## BrokerageBuilder Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top BrokerageBuilder Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (898 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (559 reviews)