Zywave CPQ

Zywave CPQ

Zywave
+
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About

Improve spend visibility to control costs and power profit. Say goodbye to managing multiple documents (paperwork, PDFs, CSVs, handwritten notes) per shipment across carriers in multiple systems. Hiring expensive operational teams or error-prone legacy auditors makes finding discrepancies costly. Don’t rely on bad and disconnected data to make key transportation and financial decisions. Stop missing strategic opportunities because you can’t identify patterns and trends. Reduce paperwork, build relationships, and transact with fewer exceptions. Control spend, automate invoice processing, and streamline collaboration.

About

The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth.

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

Organizations requiring an AI tool that improves spend visibility to control costs

Audience

Insurance brokers seeking a tool for prospecting, digital archive, billing, agenda, access control & claim tracking.

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

No information available.
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

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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

Loop
loop.com

Company Information

Zywave
Founded: 1995
United States
www.zywave.com/sales-cloud/zywave-cpq-eb/

Alternatives

Alternatives

Applied Rater

Applied Rater

Applied Systems
C2MS

C2MS

Buckhill
Surefyre

Surefyre

Vertafore
IntelliTransTMS

IntelliTransTMS

IntelliTrans
Verity

Verity

VRC Insurance Systems

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Integrations

HTML
JSON
Pinch AI
ShipNetwork
Sonant
Zywave Sales Cloud

Integrations

HTML
JSON
Pinch AI
ShipNetwork
Sonant
Zywave Sales Cloud
Claim Loop and update features and information
Claim Loop and update features and information
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