--- description: Learn more about Zywave Agency Management. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Zywave Agency Management Reviews, Cost & Features | GetApp Australia 2026 --- Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [Zywave Agency Management](/software/2058175/agency-management-ams-sales-cloud) # Zywave Agency Management Canonical: https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud Page: 1 / 2\ Next: [Next page](https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud?page=2) > Zywave Agency Management is a customer relationship management solution that helps businesses manage contacts, workflows, assets, files, RFPs, and other information on a centralized platform. It allows staff members to utilize the opportunity management module to monitor sales activities, create custom opportunity stages, track sales credit, and more. > > Verdict: Rated **2.1/5** by 27 users. Top-rated for **Ease of Use**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **2.1/5** | 27 Reviews | | Ease of Use | 2.2/5 | Based on overall reviews | | Customer Support | 1.6/5 | Based on overall reviews | | Value for Money | 1.9/5 | Based on overall reviews | | Features | 2.2/5 | Based on overall reviews | | Recommendation percentage | 10% | (1/10 Likelihood to recommend) | ## About the vendor - **Company**: Zywave - **Location**: Milwaukee, US - **Founded**: 1995 ## Commercial Context - **Pricing model**: Per Feature - **Pricing Details**: Please contact Zywave for pricing details. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United Kingdom, United States ## Features - Calendar/Reminder System - Contact Database - Contact Management - Customizable Fields - Data Import/Export - Interaction Tracking - Lead Management - Sales Pipeline Management - Search/Filter - Segmentation - Third-Party Integrations ## Support Options - Email/Help Desk - Phone Support - Chat ## Category - [CRM Software](https://www.getapp.com.au/directory/230/crm/software) ## Related Categories - [CRM Software](https://www.getapp.com.au/directory/230/crm/software) - [Contact Management Software](https://www.getapp.com.au/directory/337/contact-management/software) ## Alternatives 1. [HubSpot CRM](https://www.getapp.com.au/software/102533/hubspot-crm) — 4.5/5 (4451 reviews) 2. [Zoho CRM](https://www.getapp.com.au/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.com.au/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.com.au/software/90378/salesforce) — 4.4/5 (18768 reviews) 5. [Dynamics 365](https://www.getapp.com.au/software/90844/dynamics-365) — 4.4/5 (5811 reviews) ## Reviews ### "Changes the way we work in the insurance business." — 4.0/5 > **Rufina** | *9 August 2018* | Insurance | Recommendation rating: 8.0/10 > > **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. ----- ### "Subscribers Beware/Not what it seems" — 1.0/5 > **Milly** | *3 February 2025* | Human Resources | Recommendation rating: 0.0/10 > > **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 > > Bad, disappointing, deflating. On boarding process is long and difficult. ----- ### "Poor ethics and customer care" — 1.0/5 > **Elizabeth** | *24 October 2025* | Insurance | Recommendation rating: 0.0/10 > > **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. > > Account Rep didn't respond for over a month. Their stance: you're stuck with our contract, just pay. ----- ### "Do not Purchase" — 1.0/5 > **Brian** | *30 October 2024* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: I get get accord forms easy. besides that not much. > > **Cons**: Its to busy. No training. took months for them to set up. > > Terrible. Their service does not exist. It take a week to 2 weeks for anyone to get back. I do not recommend\!\!\! ----- ### "Zywave Agency Management - Customer Service tanked after Zywave bought Partner XE" — 1.0/5 > **Dawn** | *15 March 2023* | Insurance | Recommendation rating: 0.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud?page=2) ## Links - [View on GetApp](https://www.getapp.com.au/software/2058175/agency-management-ams-sales-cloud) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data