Audience

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

About Zywave CPQ

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 For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience.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

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Zywave CPQ Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support

Zywave CPQ Frequently Asked Questions

Q: What kinds of users and organization types does Zywave CPQ work with?
Q: What languages does Zywave CPQ support in their product?
Q: What kind of support options does Zywave CPQ offer?
Q: What other applications or services does Zywave CPQ integrate with?
Q: What type of training does Zywave CPQ provide?
Q: Does Zywave CPQ offer a free trial?

Zywave CPQ Product Features

CPQ

Self Service Portal
Approval Workflow
Proposal Generation
3D Modeling
Guided Selling
Quotes / Estimates
Renewal Management
Product Configurator
eCommerce
2D Drawing

Insurance Agency

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

Insurance Underwriting and Rating

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