Zywave CPQ

Zywave CPQ

Zywave
+
+

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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.

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 For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience.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

Insurers and MGAs that need to build, test, and run insurance rating models without a long IT project.

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 Supported

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

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 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

Ptally
ptally.ai

Company Information

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

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Categories

Categories

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

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

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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