An advanced lead management system that automates lead distribution, tracks engagement, and offers tools for nurturing relationships with potential clients.
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
Zywave Lead Management enables multi-channel lead capture including web forms, email, and integrations. Stated in product literature and solution descriptions. | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
Zywave supports API-based lead ingestion, supporting integration with external systems as indicated on their integrations documentation. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
Bulk lead import is stated as a feature on the product page. | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
Duplicate detection is referenced in platform FAQs and marketing material. | |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
Lead validation and data quality checks are mentioned as system functions. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
Data enrichment is available through integration and referenced as part of their solution. | |
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Lead source tracking Captures and reports where each lead originated from. |
Lead source tracking is a key analytics feature as described in product materials. | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
No information available | |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Customizable lead assignment rules supported, as detailed under lead distribution capabilities. | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Real-time notifications of new leads are supported for agents (mentioned in workflow documentation). | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual lead entry is possible with their agent/user interface. |
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
Round-robin distribution among agents is supported, listed on product feature sheet. | |
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Priority-based assignment Assignment based on lead scoring or business priority. |
Priority-based assignment, including scoring, is part of the automated distribution logic. | |
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Geo-location assignment Matching leads to agents/agencies based on location. |
No information available | |
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Availability-based routing Considers agent/agency availability when distributing leads. |
No information available | |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
Manual and automatic reassignment is available if leads aren't timely actioned. | |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
Assignment audit trail features are mentioned in compliance descriptions. | |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
No information available | |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
Custom assignment workflows are supported; referenced as customizable automation workflows. | |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
Auto-escalation of leads is available as part of automation suite. | |
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Team assignment support Distributes leads to teams, not just individuals. |
Supports team assignment/distribution in addition to individual agent assignment. | |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
Assignment notifications are mentioned within lead routing documentation. |
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Lead status stages are fully customizable. | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
Automated status updates are triggered by activity; supported through system automation. | |
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Manual status change Allow users to manually update lead status. |
Manual lead status changes are allowed (noted in the user guides). | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
A complete activity timeline and engagement history is viewable for each lead. | |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Notes and file attachments are supported on lead records. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Follow-up tracking is one of the highlighted features for agent accountability. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Conversion status tracking is built-in with the sales funnel design. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
Loss reason capture is supported and can be made mandatory on loss closeout. | |
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Lead age/aging reports Reports showing the age of leads in each status. |
Lead aging analytics are available in the reporting tools. | |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
Inactive lead detection is available based on time since last touchpoint/activity. | |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
Automated reminders and scheduled follow-ups are included in the workflow engine. |
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Customizable dashboards are available for various user roles (agents, managers). | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Pipeline and funnel visualization is a standard part of the system dashboards. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Conversion rate analytics is supported and visible in reporting and dashboards. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
Campaign/channel attribution is reported to track the performance of different lead sources. | |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
Agent and team performance metrics and leaderboards are included in the analytics suite. | |
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Custom report builder Users can build and export custom reports. |
Custom report building and export is mentioned in Zywave’s reporting documentation. | |
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Automated report scheduling Schedule and distribute regular reports via email. |
No information available | |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
Funnel drop-off analysis is mentioned as part of their analytics package. | |
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Time to conversion Average time taken for a lead to be converted. |
No information available | |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
Downloadable data export is called out for reports and lead lists. | |
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Real-time analytics Access to live updated stats and charts. |
Real-time analytics are referenced with the dynamic dashboards. |
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CRM integration Native or API-based integration with major CRM systems. |
CRM integration is natively supported and additionally available via API. | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
Core insurance platform integrations are referenced in solution briefs. | |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
No information available | |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
Calendar integration for meetings and reminders is supported (Google/Outlook). | |
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Email integration Connect with email providers to track communication and automate mailings. |
Email integration for tracking communications is available. | |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
Third-party marketing automation platforms can be integrated. | |
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Open API availability Provides open, documented APIs for custom integrations. |
Open API availability is confirmed in developer documentation. | |
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Webhook support Support for triggering outbound webhooks on events. |
Webhook support is available for outbound system events. | |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
File exchange via secure file transfer is supported as per integration documentation. | |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
Single sign-on with enterprise identity providers is available. |
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Web platform supports responsive UI for all device types. | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
Not as far as we are aware.* No mention of a dedicated mobile app; the primary experience is web-based with responsive design. | |
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Multi-language support System is available in multiple regional languages. |
No information available | |
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Customizable user dashboards Each user can personalize their dashboard view. |
Customizable dashboards/views per user are described. | |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
No information available | |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
Quick search and advanced filtering are mentioned on solution pages. | |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk actions are supported for updating, assigning, or managing multiple leads. | |
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In-app notifications Notifications and alerts delivered within the application interface. |
In-app notifications for lead assignments and reminders are present. | |
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User onboarding/tutorials Built-in guides to train new users or agents. |
User onboarding tutorials and guides are built-in and supported by Zywave's support resources. | |
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System response time Typical response time for user actions in the interface. |
No information available |
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Automated task creation for follow-ups and outreach based on lead status is detailed in features. | |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
Workflow builder (visual/no-code) is available for workflow definition. | |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
AI-based or rule-based lead scoring is advertised to prioritize leads. | |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
Scheduled communications (email, SMS) are available as workflow actions. | |
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Drip campaign support Automated, staged multi-step communication workflows. |
Drip campaign support is a feature of their communication automation. | |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
Rule-based escalation of leads to managers is available in the workflow tools. | |
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Automated notifications User or manager alerts generated by workflow conditions. |
Automated notifications/alerts can be configured via workflows. | |
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Lead nurturing flows Multi-touch automated nurture sequences. |
Lead nurturing flows are available in multi-step, automated processes. | |
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Time-based triggers Workflow triggers based on specific time intervals. |
Time-based workflow triggers can be set in automations. | |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
Custom webhooks/actions supported in workflow builder. |
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Data encryption Lead data is encrypted at rest and in transit. |
Data encryption in transit and at rest is referenced under security practices. | |
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Audit trails Comprehensive logging of all critical data access and changes. |
Full audit trails on data and assignments, per compliance portal. | |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based permissioning is a core access control feature. | |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
GDPR/CCPA compliance is asserted across Zywave solutions. | |
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Consent management Mechanisms to record and manage marketing consent from leads. |
Consent management is mentioned as required for marketing campaigns. | |
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Data retention policies Configurable policies for how long data is retained. |
Configurable retention policies available for compliance. | |
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Field-level security Restrict who can see or edit specific data fields. |
No information available | |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
No information available | |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
Secure data deletion for compliance is available per product documentation. | |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
Multi-factor authentication is available for secure access. |
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Custom fields Add and configure custom data fields to lead records. |
Custom fields can be defined for lead records according to administrator guides. | |
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Branding customization White-labeling support for agency/distributor branding. |
No information available | |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
No information available | |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
Channel-specific workflows are available to configure rules per distribution group. | |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
User-defined lead statuses are supported in system settings. | |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
Notification preferences can be set per user and agency. | |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
Role-specific UI/views—system adapts to user roles (agent, admin, etc.). | |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
Support for multiple product lines and configuration is featured. | |
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Dynamic form builder Administrators can create and adjust data collection forms. |
Dynamic form builder for administrators is listed. | |
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Custom validation rules Add organization-specific data validation logic. |
Custom data validation rules can be set per organization. |
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Concurrent user capacity Number of users that can be supported simultaneously. |
No information available | |
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Uptime guarantee Service level agreement for system availability. |
No information available | |
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Disaster recovery Robust business continuity and disaster recovery planning. |
Disaster recovery/business continuity is referenced in security/compliance documentation. | |
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Load handling Capability to handle surges in traffic or lead volumes. |
Designed to handle variable/high lead volumes as per scalability promises. | |
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Performance monitoring Ongoing system health and usage monitoring. |
No information available | |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
No information available | |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
Cloud architecture allows seamless service scaling per load. | |
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Auto-backup frequency Frequency of automatic system backups. |
No information available | |
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Failover capability Support for automatic failover in case of system component failures. |
No information available | |
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API rate limit Number of API requests that can be processed per minute. |
No information available |
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24/7 technical support Continuous support availability via multiple channels. |
No information available | |
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Dedicated account manager Assigned account manager for personalized service. |
No information available | |
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Onboarding assistance Help with setup, configuration, and user training. |
Onboarding and setup assistance is available from Zywave’s services team. | |
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User documentation Comprehensive manuals, guides, and FAQs. |
Comprehensive online documentation and user guides are available. | |
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Community/knowledge base Online forums or resources for peer support. |
Community and knowledge base provided on Zywave support portal. | |
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Implementation services Professional services for complex integrations/rollouts. |
Implementation services available for new customers and complex rollouts. | |
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Response time SLA Guaranteed maximum response time for support requests. |
No information available | |
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Training resources Online training, video tutorials, and in-person sessions. |
Online and in-person training resources are provided, including tutorials and webinars. | |
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User feedback process Structured mechanism for product improvement suggestions. |
User feedback and enhancement requests are collected via a structured process. | |
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Regular product updates Ongoing feature releases and bug fixes. |
Regular product updates and new releases are documented in release notes. |
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