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 For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience.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.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Zywave
Founded: 1995
United States
www.zywave.com/sales-cloud/zywave-cpq-eb/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Zywave CPQ Frequently Asked Questions
Zywave CPQ Product Features
Insurance Agency Management
Insurance Rating
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Not Supported
Document Management
Not Supported
Life & Health
Not Supported
Policy Management
Not Supported
Property & Casualty
Not Supported
Quote Management
Not Supported
Insurance Underwriting and Rating
Broker / Agent Portal
Supported
Comparative Insurance Rating
Supported
For Health / Medical Insurance
Supported
Multi-State
Supported
Multiple Line Rating
Supported
Carrier Upload
Not Supported
Commercial Lines
Not Supported
Customer Portal
Not Supported
For Casualty Insurance
Not Supported
For Life Insurance
Not Supported
For Personal Insurance
Not Supported
