# Zywave Agency Management Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Zywave Agency Management the right Contact Management solution for you? Explore 27 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/209983/Agency-Management-AMS-Sales-Cloud/reviews --- Zywave Agency Management 2.1 (27) [View alternatives](https://www.capterra.com/p/209983/Agency-Management-AMS-Sales-Cloud/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Zywave Agency Management Ease of use 2.2 Customer Service 1.6 ## Pros and Cons in Reviews MB Matthew B office managerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The original customer service rep leaved something to be desired but that is common in most industries, the 2nd line of customer service was a excellent and went above and beyond.“ May 7, 2025 PW Paula W OwnerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Run people Run Nasty company you can never get a hold of them unless you owe money“ September 28, 2024 BB Brian B President Insurance, 2 - 10 employeesUsed the software for: Less than 6 months. “It took weeks and money spent and hours on phone trying to onboard. “ August 26, 2022 TH TEd H PresidentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Limited limited limited customer service.“ March 31, 2022 ## Showing most helpful reviews Showing 1-25 of 27 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rufina B. Insurance Agent Insurance Used the software for: 2+ years ### "Changes the way we work in the insurance business. " August 9, 2018 4.0 Pros This is a grod solution for insurance firms because it gives us the ability to keep all our client file in one space that’s right at the tips of your fingers and is so easy to navigate. We can also easily find the policy details as well as attach documents and emails to it. We also appreciate the fact that reports based certain parameters be quickly generated and is very clear. Cons There are some instances where a certain field may not be necessary or applicable to some plans, but the program still requires you to fill it out. So I hope they add an option for indicating that. Review Source MV Milly V. Owner Human Resources Used the software for: Less than 6 months ### "Subscribers Beware/Not what it seems" February 3, 2025 1.0 Bad, disappointing, deflating. On boarding process is long and difficult. Pros There was not much I like and as I try to separate myself from them, there is even less. There was a lot of information. Cons \- its like they are always trying to upsell something. - no ease of use, very difficult platform, not intuitive - more for benefits brokers - not for general HR professionals - they just want your money - most of what is on the platform can be easily found for no charge - hard to get a question answered - no straight answers - deceptive Alternatives considered [Brightmine](https://www.capterra.com/p/125707/Brightmine/) Reason for choosing Zywave Agency Management I guess the sakes pitch was better, but the delivery was not Review Source EG Elizabeth G. Manager Insurance Used the software for: 2+ years ### "Poor ethics and customer care" October 24, 2025 1.0 Account Rep didn't respond for over a month. Their stance: you're stuck with our contract, just pay. Pros We used Insurance Pro for years without issue, then a pushy sales rep switched us to Agency Matrix which lacks features than we need and is cluttered with ones we don't, Cons Sharp increase of 45% this year between AM and ITC - no warning, just a new invoice from a diff email that landed in spam. Review Source BS Brian S. Owner Insurance Used the software for: 1-2 years ### "Do not Purchase" October 30, 2024 1.0 Terrible. Their service does not exist. It take a week to 2 weeks for anyone to get back. I do not recommend!!! Pros I get get accord forms easy. besides that not much. Cons Its to busy. No training. took months for them to set up. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reason for choosing Zywave Agency Management it was less expensive. And suppose to be easy to set up. IT WAS NOT. It took 2 months for them to set me up. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) It was suppose to be simple system and easy to use with good service. None of it was true. Review Source DJ Dawn J. CEO Insurance Used the software for: 6-12 months ### "Zywave Agency Management - Customer Service tanked after Zywave bought Partner XE" March 15, 2023 1.0 As of the posting of this review, we still have a current active paid Zywave AMS account, as well as the new AMS account, because until we get the backup copy, data we need is inside the Zywave AMS. Zywave has kept our agency client data hostage for almost 2 months which is a terrible business practice but one in which they can choose to engage in as the holder of your data. If you are ever thinking about purchasing Zywave as your AMS, I would strongly urge you to reconsider as you are knowingly putting your owned data at risk of not being released. The file format that Zywave (Partner XE) holds your data in is also already not in the most useful formats for most other AMS systems. If you have another leading AMS provider, I c an state that moving to Zywave from another provider will be a step back in the quality and integrity of the data files you already have. Moving from Zywave to another provider will either provide you with equally quality files or better quality files for your go-forward data. Pros The software was simplistic, easy to understand, at an affordable rate with great customer service when it was owned by Partner XE. Partner XE sold the AMS to Zywave in the fall of 2022. Cons Customer service plummeted and we could go days and weeks without replies to emails, support tickets or calls.We paid $300 for a test database backup initially. The cost for getting a "full and complete" data backup was reasonable at $1,000 and we signed the agreement and paid the $1,000. However when we received the data backup copy a week later than they promised, they sent only a partial backup with missing files. We brought this to their attention and did not get a reply for several days. When they did reply, they stated the new AMS needed to 1st verify that the files were actually missing, which the new AMS did. After that was completed, which took a week and verified the files folders referenced were empty folders (sending screen shots to Zywave) so not a complete data backup, Zywave then ignored the follow up requests to send the full backup copy. When asked again and again for a new complete data backup of our agency data, Zywave customer service, \[sensitive content hidden\] at Zywave (SIS) just ignored the requests to resend the full data backup. We have tried every contact email we can find to get someone who will respond. At the time of this review, Zywave has technically kept a large segment of our agency client data hostage for almost 2 months. Reason for choosing Zywave Agency Management When it was Partner XE it was simple, easy to use, with a month-to-month contract and immediate and knowledgeable customer service responses. That only changed after Partner XE was bought by Zywave. We only decided to cancel and move to another AMS after the customer service issues began fall of 2022. Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) 7 years ago Partner XE was an easy to use and understand AMS, affordable and customer service has been stellar. It was priced better for a smaller sized agency (under 10 users) than Applied. Review Source MD Mike D. Agency Principal Insurance Used the software for: 6-12 months ### "ZYWAVE - STAY AWAY!! Total Bait and Switch company. " July 6, 2023 1.0 Pros NONE They took over Rate Factory (BAIT) and then switched us to Zywave that doesn't work. They just want money and don't provide a workable product. Cons DOESNT WORKZYWAVE - STAY AWAY!! Total Bait and Switch company. STAY AWAY!! Total Bait and Switch company. I have been in the insurance business for over 35 years and NEVER experienced this type of behavior from any of our vendors! Originally we were told that this product would meet our needs. It is nothing that we have signed up for and then the company said the product would meet our needs and when we tried the new product that they changed us to and it did not meet our needs at all. Therefore we have not used it since because we can not use it. Therefore we have no contract. I am requesting a refund of my money and request that they stop billing me. We had to go hire a different vendor during open enrollment and thankfully they met our needs and do not bait and switch like these scammers do. Switched from [Limelight](https://www.capterra.com/p/165603/Limelight/) Limelight was amazing! The most wonderful people ever! However they stopped working with independent agents and only work with large insurers. Miss them so much! Then looked online and came in touch with these scammers at ZYWAVE and it has been the WORST experience of my 35 years in the industry. Review Source BB Brian B. President Insurance Used the software for: Less than 6 months ### "Go for free trial first " August 26, 2022 1.0 Trying to onboard was a fiasco. It took weeks and money spent and hours on phone trying to onboard. Finally gave up and contract cancelled but still waiting for the last month refund promised and it’s been over 90 days. Pros In the auto demo everything worked and it appeared efficient. Cons Once needed for property, it does not work the way the auto does. Also you have to build the NAIC codes and carriers within the database. Most software companies already have that built in. Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing Zywave Agency Management We ultimately left. I would never consider again. Review Source MD Mark D. Executive Insurance Used the software for: 2+ years ### "Find anyone but them for your insurance agency. " May 6, 2025 1.0 Don't walk but run from. Doing business with them. It has been terrible no one will call you back. Always leave a message and we will call you back in 48 hours. I can't wait for 48 hours and run my business. Pros 1 star is much too generous for this company. I have had this company for 15 years and it is the worst company I have had to deal with. Three weeks shy of the sale of my agency, they turn off my management system and extort and force another full year contract and increase the price by 400 a month. Lie, steal and blackmail. Cons The account executive lies, over promises and under delivers. of the sale of my agency, they turn off my management system and extort and force another full year contract and increase the price by 400 a month. Review Source MB Matthew B. office manager Insurance Used the software for: 1-2 years ### "Bad experience with rep but they more then made up for it with follow up calls" May 7, 2025 1.0 As long as they get Rackspace replaced, or at least to fix their issues, they do a pretty good on with everything. The original customer service rep leaved something to be desired but that is common in most industries, the 2nd line of customer service was a excellent and went above and beyond. Pros Great follow up ~ A supervisor called back to fix the original issues and then again he next day with more info on how we could solve a related problem that had nothing to do with them Cons They are still working with Rackspace, a third party vender that just sucks, they are in the process of trying to replace them finally. Review Source EC Ed C. Owner Insurance Used the software for: 2+ years ### "Zywave Agency Management" July 8, 2024 3.0 Lately, lousy and we would recommend them to no one at all ever... Pros Ease of using system, and my original sales rep, \[sensitive content hidden\] she is the best and we always felt comfortable with her. Maybe she with here skills to communicate respectfully to the clients, should be leading this company Cons Billing, and billing, and billing, and also attitudes of \[sensitive content hidden\] they seem to careless about how to resolve issues with their clients when they clearly have liability here. They have an attitude of take or leave it, and have no clue on or desire to retain customers. We offered to work them and we also tried to call them, and they hide behind their emails, and never answer calls or return calls. They must think they are the only player in this space, or they walk on water and are too good to help resolve issues. Stay far away here.... Review Source PW Paula W. Owner Insurance Used the software for: 2+ years ### "These People are Horrible" September 28, 2024 1.0 The worse Experience Ever!!! This company has been a miserable experience Very Miserable!!! Pros Treating to send me to collections cause i have my own website now but they’re squeezing me to pay out a contract for What you have literally NEVER DO A THING FOR ME!!! Cons Run people Run Nasty company you can never get a hold of them unless you owe money Review Source RH Richard H. Agent Insurance Used the software for: 6-12 months ### "Worst company on earth to do business with." June 28, 2024 1.0 Absolutely terrible. I have been in business for over 15 years and never had a worse experience. Pros This company is Satan on earth. Their contracts are designed to trick you into long term contracts. Apparently, their product is not sufficient to retain clients so they write their contracts to lock you in. Cons They require that you give a long notice in advance of termination. If you aren't within that time period they want to send you to collection and hit you with exorbitant charges. They are Satan on earth. Review Source SM Steve M. President Insurance Used the software for: 1-2 years ### "They will trick you into renewing. Even though you request not to!" June 27, 2024 2.0 Waste of time and money. The leads database is stale information from bulk data dealers. Pros Not much. Software was useless. Access to Acord forms is cool. But can be found anywhere else. Cons The scam of forcing a renewal contract. Review Source JW Jonathan W. Owner Insurance Used the software for: 6-12 months ### "Pay more for a system thats proven. " June 26, 2023 5.0 We learn from our mistakes of taking the bait from their sales team. I should have known out the gate when I told the sales guy what I needed for a CRM, and instantly he starts trying to sell everything else. Pros The overall look of the system and what appeared to be a smoother system than the previous systems we were using. Cons the implementation of the system. its been months of back and forth, and still unable to use the system for the functions its intended to use. Reason for choosing Zywave Agency Management I liked the overall look of their system. What I thought was going to be easier to use. Little did I know you have to be a programmer and have a lot of time on your hands to implement the entire system to your CRM. I DO NOT recommend this product to any agency that is up and running and switching to a new CRM, as you will not have time to create everything needed for the system. Review Source MW Myles W. President Insurance Used the software for: 1-2 years ### "Avoid Zywave - You've been warned" June 23, 2023 1.0 I don't have anything positive to say. I wish I had read the Better Business Bureau reviews for Zywave before signing an agreement. So many companies having the same issues... It's been a complete waste of money. To me, it feels like they're stealing from me every month I see the money come out of my account. Do not get taken in by the slick sales and bold promises. Pros The sales people were likable. But they vastly oversold the product. I liked my implementation person. But the product was never set up so we could use the product... Cons They will sell you. Sell, sell, sell. They'll give you examples of how the marketing will look when white labeled. Then they have you sign a contract. Then you go into implementation only to discover the product doesn't work as sold and you realize you can't use it. You'll ask to have your contract cancelled. And they will flat our refuse and insist you have to complete all payments, whether or not you're using the system. So unprofessional to hide behind the contract, with no grace period, and no lemon laws in insurance software. Horrible. Review Source SR Steve R. Other Insurance Used the software for: 2+ years ### "Worst software company we have worked with" August 31, 2023 1.0 Pros The only pro's really is that Agency Matrix is pretty good on its own. Cons Zywave itself is the major Con. Since their ownership, support has dwindled to almost nothing. Phone support is never available. The chat folks refer you to support articles. If you choose to send an email, it takes days to get a reply ... Or months as happened to me once. These guys make the DMV seem like a fun place to visit. Review Source sC shawn C. owner Insurance Used the software for: 2+ years ### "Beware" January 18, 2023 1.0 never again... Pros Itc was decent until Zywave purchased.Customer service and merger was horrific. Cons Customer service and merger was horrific. Company moto seems to be "that's not my job" Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) see above Review Source RN Ronald N. Owner Insurance Used the software for: 1-2 years ### "Terrible Customer Service" January 24, 2024 2.0 From the begining the experience has been unprofessional. The integration with the company I'm with and that they bought has been very poorly executed. Pros Nothing about Zywave. They bought the company we were with. Cons Customer Service is the worst. They are good sending emails but don't execute what they say except collecting their payment. Reason for choosing Zywave Agency Management They bought out Agency Matrix and we were heavily invested with them. So we had to stay. Looking for options. Review Source BN Br N. Owner/agent Insurance Used the software for: 6-12 months ### "Terrible service" March 22, 2023 3.0 I have never been so mislead and received such horrible customer service as I have from Zywave. Their motto is definitely buyer beware. I was told I should have done my homework, I jsut the days of someone telling you the truth is gone. I would never recommand them to anyone. Now I am stuck paying for one system that does not work for my agency and a management system for 5 users when I only have 3 now but they will not adjust the price. Pros Nothing, the worst customer service I have ever had. Cons Service and people who work there. You are treated horrible once they get their signed contract. Reason for choosing Zywave Agency Management I did not choose Zywave, they bought out my management system company and I was stuck with them Review Source TH TEd H. President Insurance Used the software for: 2+ years ### "Don't do it" March 31, 2022 1.0 Dreadful. The platform is not easy, not simple, its uber expensive, they lock you into long term contracts, they don't service you nor assist in education post on-boarding. Stay clear of Zywave. We have been in the benefits business for over 20 years and we will never engage nor use anything in the Zywave portfolio again. Pros The first month when they loved us and we were new - they helped us engage and build the product. The only other times they really truly engaged with us was right about time for our renewal. Otherwise, customer service was limited to no existent. Cons Massive. Too big. Too segmented. Always had to buy something else. Could never test drive a process nor product. Limited limited limited customer service. Sales reps are used call sales people using bait sales tactics. Review Source AH Anthony H. Vice President Insurance Used the software for: 2+ years ### "Effective Agency Management software tool. A bit tedious and slow to load" August 8, 2017 4.0 More efficient client tracking Pros The ability to generate reports based on parameters of your block of business to gain intel on your customer base / improve sales efforts. Cons The lack of customization at a certain level, felt like trying to fit a square peg into a round hole sometimes. Review Source lH lawana H. president Insurance Used the software for: Less than 6 months ### "Do not recommend" November 8, 2022 1.0 Very Poor Pros Never got used- Misleading! Cons Nobody returns calls or emails when you have problem or want to cancel. Reason for choosing Zywave Agency Management Company rep called & made it sound so easy. He let me pick my date of conversion, but it didn't happen .I wasted 2800 for software that im not using, The conversion did not happen on the date stated & all info that is was going to manually input on8-15-22 has be back logged. Review Source JS Jared S. Benefits Consultant Insurance Used the software for: 2+ years ### "Brokerage Builder has been a great tool for us at Hays! We use it for our database in Benefits." August 24, 2017 5.0 Pros It helps me keep track of my renewals, policy numbers, and line of benefits coverage my clients have. Cons Some of the manual entry when setting up new clients or new lines of coverage. All of the fields that need to be completed. Review Source JO Jack O. ICS Insurance Used the software for: Less than 6 months ### "unprofessional " April 16, 2023 2.0 Pros Eric Graupner was extremely creepy and sexist during my entire interaction with zywave. HR should look at his social media. Cons Eric Graupner was extremely creepy and sexist during my entire interaction with zywave. HR should look at his social media. Review Source ME Morgan E. Account Executive Insurance Used the software for: 6-12 months ### "Take the work out of marketing distributions and information guides" August 19, 2019 4.0 Pros When trying to explain a type of coverage to a new client, I love that I can search through Brokerage Builder's vast library of informational guides and send off a handful of easy to understand, visibly appealing and fully branded documents in only a few clicks. The resources are straightforward, simple and easy to understand. We also use their video links and articles for our social media and blog sites. Cons If you are looking for more complex, in-depth materials, you may not find them here. I find that while the guides and info on Broker Briefcase is easy to understand, it only scratches the surface on coverage information and risk management guides. Still, easier than making your own! Review Source Response from Zywave September 13, 2019 Thanks for your review, Morgan! It's always great to hear from our partners. Similar Products Featured