--- title: BrokerageBuilder Reviews meta_title: 'BrokerageBuilder Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 15 reviews by the users' company size, role or industry to find out how BrokerageBuilder works for a business like yours. aggregate_rating: rating_value: 3.6 review_count: 15 scale: '5' date_modified: '2026-08-07' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # 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. 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. ### 2. 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. ## 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?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+05%3A04%3A33+-0500&secure%5Bsession_id%5D=6372be8f-f18a-48f1-9547-bbd7b1053f7c&secure%5Btoken%5D=4ac8f904a22e49b79313caae17236f61582e1a646a7d47daa6d5a5f30c682958&format=llm_user) ## BrokerageBuilder Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top BrokerageBuilder Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,778 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (659 reviews)