Zywave Press Release

Insurance agencies that manage both benefits and property and casualty lines of business can now benefit from the most complete agency-wide CRM system in the insurance industry. Zywave, Inc., a leading provider of technology products and services for insurance brokers, announced today the release of BrokerageBuilder™ 4.0, the latest version of the powerful agency management tool developed specifically for insurance brokers. The new release includes two revolutionary technology additions, the ZyPAL™ virtual drive and Zywave® ReportCenter, which increase the power of the product.

“Our latest version of BrokerageBuilder is the only agency-wide CRM system available to insurance brokers, offering efficient and flexible technology that serves all lines of business from benefits to personal lines and 401(k)s,” said Dave O’Brien, executive vice president for Zywave. “BrokerageBuilder users gain a competitive edge through cross-sell and lead management capabilities.”

Though most CRM systems come with “static” views for prospecting, tracking activities, scheduling, and other account management requirements, the Zywave® ReportCenter allows users to create custom reports based on any field in the system, enhancing business capabilities. For added convenience, ReportCenter also provides a well-populated bank of report templates based upon the most commonly requested reporting functions.

“The Zywave ReportCenter is a reporting tool unlike any other in today’s marketplace,” said Jim Emling, executive vice president for Zywave. “Users now have an unparalleled opportunity to schedule or publish reports based on any criteria they choose, increasing the visibility of an agency’s data and ensuring that critical issues are targeted and managed in a timely way.”

The Zywave Product Access Link (ZyPAL) increases agency efficiency by allowing users to interact with Zywave’s servers as if they were a drive on their own computers. Users only need to save important files and attachments in one place, eliminating the confusion of multiple documents and gaining valuable time to service other agency needs.

BrokerageBuilder 4.0 is now available and can be found at www.zywave.com.

Zywave, BrokerageBuilder, and ZyPAL are either registered trademarks or trademarks of Zywave, Inc. BrokerageBuilder contains technologies for which a patent is pending.