Zywave CPQZywave
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Related Products
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About
Ptally is an AI-enabled insurance pricing platform for insurers and MGAs. Pricing consultants build your rates, rules and calculations from existing rating guides, Excel models or US rate filings. Every change runs against a regression suite before you approve and deploy it with one click. One rating engine serves a real-time pricing API, embedded quote forms and conversational agents. Pricing teams can describe model changes in ChatGPT, Claude or Cursor through MCP, then review and publish them in Ptally. Ptally has served 50M+ quotes with a median execution time of 38ms across personal, commercial and specialty lines. There is no implementation fee: the Performance plan charges up to 1% of gross written premium with no upfront cost, or choose a flat fee per live model.
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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 For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience.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.
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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
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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
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Audience
Insurers and MGAs that need to build, test, and run insurance rating models without a long IT project.
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Audience
Insurance brokers seeking a tool for prospecting, digital archive, billing, agenda, access control & claim tracking.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
Up to 1% of GWP
The Performance plan charges up to 1% of gross written premium with no upfront cost or implementation fee. Alternatively, the per-model option charges a flat fee per live model; enterprise pricing is custom.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationPtally
ptally.ai
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Company InformationZywave
Founded: 1995
United States
www.zywave.com/sales-cloud/zywave-cpq-eb/
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Categories |
Categories |
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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
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
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Integrations
ChatGPT
Supported
Claude
Supported
Cursor
Supported
Gemini CLI
Supported
GitHub Copilot
Supported
Model Context Protocol (MCP)
Supported
Sonant
Not Supported
Zywave Sales Cloud
Not Supported
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Integrations
ChatGPT
Not Supported
Claude
Not Supported
Cursor
Not Supported
Gemini CLI
Not Supported
GitHub Copilot
Not Supported
Model Context Protocol (MCP)
Not Supported
Sonant
Supported
Zywave Sales Cloud
Supported
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