Menlo

Menlo

Menlo Insurance Services
Zywave CPQ

Zywave CPQ

Zywave
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+

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About

Menlo is a web-based insurance workflow and placement-support product for independent property and casualty agents and agencies. It combines application preparation, prefilled risk details, eligible-carrier submissions and quotes, client questions, follow-up drafts, compliance records, and purchase handoffs in a shared workflow. Agents review and complete application information, compare carrier responses and terms, resolve outstanding questions, and review communications before sending them. Menlo also provides back-office placement support as agents work with carrier markets. The system is designed to help keep quote materials and client communications organized with each risk from initial submission through the carrier's purchase handoff. It supports agent-led placement work rather than replacing agent judgment or guaranteeing a quote, coverage, or binding authority.

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 For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience.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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Independent property and casualty insurance agents and agencies.

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Menlo Insurance Services
Founded: 2026
United States
www.menloinsurance.com/for-agents

Company Information

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

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Categories

Categories

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Document Management Not Supported
Insurance Rating Supported
Life & Health Not Supported
Policy Management Not Supported
Property & Casualty Not Supported
Quote Management Not Supported

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Not Supported
Commercial Lines Not Supported
Comparative Insurance Rating Supported
Customer Portal Not Supported
For Casualty Insurance Not Supported
For Health / Medical Insurance Supported
For Life Insurance Not Supported
For Personal Insurance Not Supported
Multi-State Supported
Multiple Line Rating Supported

Integrations

Sonant Not Supported
Zywave Sales Cloud Not Supported

Integrations

Sonant Supported
Zywave Sales Cloud Supported
Claim Menlo and update features and information
Claim Menlo and update features and information
Claim Zywave CPQ and update features and information
Claim Zywave CPQ and update features and information