Ortto
Ortto is a unified customer journey platform that combines marketing automation, customer data, and advanced analytics to help you attract, engage, and retain customers through personalized multi-channel experiences.
Zywave
Zywave provides an all-in-one platform for insurance agencies to streamline sales, simplify benefits administration, and deliver comprehensive risk management content to their clients.
Quick Comparison
| Feature | Ortto | Zywave |
|---|---|---|
| Website | ortto.com | zywave.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $599/month | Custom Pricing |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2015 | 1995 |
| Headquarters | Sydney, Australia | Milwaukee, USA |
Overview
Ortto
Ortto is a unified platform that brings your customer data, marketing automation, and analytics together in one place. Instead of jumping between disconnected tools, you can see exactly how your customers interact with your brand across every touchpoint. You can build complex automated journeys that trigger based on real-time behaviors, ensuring you always send the right message at the perfect moment.
The platform helps you break down data silos by connecting your existing tech stack—like your billing system, support desk, and website—into a single customer view. Whether you are a growing startup or an established enterprise, you can use these insights to personalize emails, SMS, and in-app messages. It simplifies the process of turning raw data into actionable marketing campaigns that drive measurable growth for your business.
Zywave
Zywave is a comprehensive growth platform designed specifically for insurance brokers and financial professionals. You can manage your entire client lifecycle in one place, from finding new leads with data-driven prospecting tools to retaining them with automated compliance alerts and high-quality educational content. It replaces fragmented systems by combining sales management, client portals, and legislative tracking into a single ecosystem.
You can provide your clients with a professional self-service portal where they can access HR resources, safety manuals, and employee handbooks. The platform also automates complex tasks like ACA reporting and plan modeling, allowing you to act as a strategic advisor rather than just a policy seller. Whether you focus on employee benefits or property and casualty, you can customize the tools to fit your specific niche and scale your agency efficiently.
Overview
Ortto Features
- Visual Journey Builder Create sophisticated automated workflows with a drag-and-drop canvas to guide customers through personalized brand experiences.
- Unified Customer Profiles See a complete timeline of every interaction a customer has with your business across all integrated platforms.
- Multi-channel Messaging Reach your audience wherever they are by sending coordinated messages via email, SMS, and in-app notifications.
- Real-time Analytics Track your campaign performance and ROI instantly with customizable dashboards that show exactly what drives conversions.
- Advanced Segmentation Group your audience based on their behavior, traits, or purchase history to deliver highly relevant content.
- AI Content Generation Speed up your campaign creation by using built-in AI tools to write high-performing email subject lines.
Zywave Features
- Sales Cloud. Identify high-value prospects using data-driven insights and manage your entire sales pipeline with industry-specific CRM tools.
- Client Cloud. Offer your clients a branded portal filled with HR, safety, and compliance resources they can access 24/7.
- Content Cloud. Access thousands of pre-written templates, newsletters, and legislative guides to share with your clients and establish your expertise.
- CPQ & Analytics. Generate professional benefit plan comparisons and use claims data to show clients exactly how to lower their costs.
- Automated Marketing. Send targeted email campaigns to prospects and clients based on their specific industry risks and renewal dates.
- Learning Management. Provide your clients with a library of employee training courses to help them meet safety and compliance requirements.
Pricing Comparison
Ortto Pricing
- Up to 10,000 contacts
- Unlimited users
- Email & SMS marketing
- Visual journey builder
- Custom dashboards
- Standard integrations
- Everything in Professional, plus:
- Up to 20,000 contacts
- Advanced security features
- Priority support access
- Custom activity tracking
- Advanced data retention
Zywave Pricing
Pros & Cons
Ortto
Pros
- Powerful data integration from multiple sources
- Highly intuitive visual journey mapping interface
- Excellent real-time reporting and attribution tools
- Consolidates multiple marketing tools into one
Cons
- Higher starting price point than competitors
- Learning curve for complex data mapping
- SMS credits require additional separate spend
Zywave
Pros
- Unmatched library of high-quality insurance and compliance content
- Professional branded portals improve client retention and perceived value
- Streamlines complex benefit plan modeling and comparisons
- Regular updates ensure legislative information stays current
- Strong prospecting data helps identify new business opportunities
Cons
- Significant learning curve due to the platform's vast capabilities
- Higher price point compared to basic standalone CRM tools
- Initial setup and customization requires a time investment