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What is Zywave BrokerageBuilder?

Remove the inconvenience of extended renewal periods by optimizing the request for proposal (RFP) procedure from beginning to end. With BrokerageBuilderâ„¢, you can create high-quality RFPs in just minutes and send them out seamlessly to a range of carriers. Keeping an eye on carrier commissions can be a daunting task, but BrokerageBuilder significantly eases this burden. You can easily monitor commissions from multiple carriers while also enhancing the processing and verification of incoming payments, which provides greater insight into your agency's commission revenue. By integrating your data, you can craft tailored workflows that align with your agency's unique requirements. Each day, users will be presented with a personalized list of overdue tasks and forthcoming duties that require their focus, ensuring that no important tasks are overlooked and that operations are handled efficiently and effectively. This organized strategy not only promotes better management but also boosts overall productivity within your agency. Furthermore, this streamlined process encourages a culture of accountability and success among team members.

What is PlanTRAK?

PlanTRAK offers an intuitive and cost-effective web-based solution for compliance management that helps businesses efficiently manage, assign, and track ongoing compliance responsibilities. By centralizing all essential documentation and requirements, this platform makes it easy for users to access everything they need in one place. It incorporates automated compliance schedules that create and assign recurring tasks across multiple facilities, enhancing both organization and productivity. Furthermore, automated reminder emails ensure that users and managers are kept up-to-date on upcoming or overdue tasks, significantly reducing the risk of overlooking critical responsibilities. The platform also facilitates the documentation and assignment of corrective actions following audits or inspections, which bolsters accountability within the organization. Users can oversee projects by categorizing tasks according to specific objectives, thus enabling thorough oversight of progress. Ultimately, PlanTRAK empowers organizations to effectively monitor activities at every facility, evaluate task completion, analyze performance metrics, and implement necessary changes to maintain compliance and operational efficiency. By streamlining compliance processes in this way, businesses can devote more attention to their primary operations while still meeting regulatory standards. This comprehensive approach not only fosters a culture of accountability but also enhances the overall effectiveness of compliance management.

Media

Media

Integrations Supported

Zywave Sales Cloud

Integrations Supported

Zywave Sales Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zywave

Date Founded

1995

Company Location

United States

Company Website

www.zywave.com

Company Facts

Organization Name

SolutionsTRAK

Date Founded

2006

Company Location

United States

Company Website

www.solutionstrak.com/plantrak/

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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