AgencyBuzz

AgencyBuzz

Zywave
+
+

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About

AgencyBuzz is an automated agency marketing system that includes email, print mail, voice, and SMS. It increases closing ratios and improves client retention by keeping your agency in front of prospects and clients, through consistent, personal communication. Improve your close ratio, client retention, and referrals with automated marketing. No longer worry about missing an opportunity to sell! With AgencyBuzz you can always stay in front of your ideal prospects through multiple marketing channels. Increase your close ratio by always being present for your prospects to help guide them from lead to client. Automate your cadences and campaigns to engage with your clients about timely upcoming renewals or payments. Provide additional information and educational content on a scheduled basis to demonstrate your value and grow trust with your clients. With the ability to create multiple communication touchpoints, help drive referrals and reviews with your best clients.

About

When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies seeking a solution to nurture prospects into long-term clients

Audience

Institutions requiring a platform to improve their financial planning operations and grow their business

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$149 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Zywave
United States
www.zywave.com/sales-cloud/agencybuzz/

Company Information

Simplicitree
United States
www.simplicitreeplan.com

Alternatives

BuzzBoard

BuzzBoard

BuzzBoard Inc.

Alternatives

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Moneytree

Moneytree Software
eMoney

eMoney

eMoney Advisor
BuzzBuilder

BuzzBuilder

Buzz Builder
inStream

inStream

inStream Solutions
MoneyGuide

MoneyGuide

Envestnet
ReportWa

ReportWa

Hexaview

Categories

Categories

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Integrations

No info available.

Integrations

No info available.
Claim AgencyBuzz and update features and information
Claim AgencyBuzz and update features and information
Claim Simplicitree and update features and information
Claim Simplicitree and update features and information