Zywave adds more customization to agency management and HR portal reporting
Increased reporting flexibility for insurance broker and employer users
Milwaukee, WI – Oct. 7, 2013
Continuing its recent theme of giving brokers more options to make their software tools truly work for each individual agency and user (such as the latest analytics release of highly customizable Ad Hoc Analysis), Zywave today announced exciting reporting enhancements for its agency management system and HR employee portal.
BrokerageBuilder(TM) is a leading agency management system designed specifically to work for employee benefits agencies. Known for its customization options that allow each agency to create workflows and processes unique to their needs, these reporting enhancements simply add an additional layer of customization to BrokerageBuilder, particularly for users looking to perform complex commission tracking. HRconnection(R) is a company and HR portal for employees, and both broker and employer administrative users will appreciate the added flexibility of new reporting options. Reporting functionality in both tools is powered by Zywave(R) ReportCenter.
With today’s enhancements to Zywave ReportCenter, reporting in these applications is now flexible enough to fit the needs of any user. In addition to the Standard Report type, users also can access:
-Simple express reports, to quickly design and execute a report with basic layouts and calculations – now anyone can confidently use ReportCenter
-Advanced crosstab reports to dig deeper into data and customize to fit any agency or client need
In addition, ReportCenter welcomes functionality to save users time, including on-screen preview of the report being built, and responsive rows and columns that automatically update formulas as the report grows.
“The primary objective of any reporting functionality is to offer business intelligence to the user, and that’s a major focus for us with BrokerageBuilder and HRconnection,” said Korey Bernhardt, product director of management systems at Zywave. “These reporting enhancements will improve a user’s ability to gather meaningful data about their agency or company. And we feel that with the customization options, our reporting capabilities are really unrivaled in the marketplace today, particularly among agency management systems.”
“Our software tools exist to help brokers take their business to the next level – sell more, service better, be more efficient. But we know software for insurance agencies is not a ‘one-size-fits-all,’ said Dave O’Brien, president of the insurance division at Zywave. “This reporting update gives our management system users more flexibility than ever to fit their unique needs.”
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.