Velocify vs Zywave Broker Briefcase P&C Edition

Starting Price

$60.00/month/user

$1.00

Best For

Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.

Content management solution that enables P&C insurance businesses create and manage content to communicate with customers via videos, flyers, newsletters, guides, manuals, and more.

Product Features

  • close Billing & Invoicing
  • close Broker / Agent Portal
  • close Claims Management
  • close Commission Management
  • close Customer Portal
  • close Document Management
  • close Insurance Rating
  • check Marketing Automation
  • check Policy Management
  • check Quote Management
  • close Reinsurance Administration
  • close Underwriting Management
  • close Billing & Invoicing
  • check Broker / Agent Portal
  • check Claims Management
  • close Commission Management
  • close Customer Portal
  • close Document Management
  • close Insurance Rating
  • check Marketing Automation
  • check Policy Management
  • check Quote Management
  • close Reinsurance Administration
  • close Underwriting Management

Rating


4.3 / 5
(230)
Read All Reviews

4.8 / 5
(4)

Ideal number of Users

2 - 999

1 - 1000+

Ease of Use


4.2 / 5


  • "It's super easy to use and set up. The support team is responsive and always willing to help."

  • "It's easy to use, and the support is very helpful (although I find that calling gets a much better response than emailing)."


4.8 / 5


Customer Support


4.2 / 5


  • "They have a well-documented setup process; it's powerful software that is customizable as well. They have great customer service."

  • "The response from the support staff is always good. Velocify is also very easy to use and user-friendly."


4.5 / 5


Features & Functionality


4.2 / 5


  • "I absolutely love this program, it is so easy to navigate and I love that I can customize my options."

  • "If you need help, just send an email to support@, and they will help you very quickly."


4.8 / 5


Value for Money


4.2 / 5


  • "Good company, just cost more than others with limitations others don't have."

  • "Go with the Advanced Edition. It's worth the extra money."


4.3 / 5


Screenshots

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Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of Zywave Broker Briefcase P&C Edition vs Velocify

Velocify vs Zywave Broker Briefcase P&C Edition

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share Share Your Comparison of Zywave Broker Briefcase P&C Edition vs Velocify