Revolutionize Your Quoting: Power Up with CPQ
Streamline your quoting process by eliminating ineffective workflows and take advantage of automation, insights, and reporting to deliver superior service to your clients
CPQ - Employee Benefits
The industry’s only complete, integrated solution to transform your quoting and renewal processes.
Eliminate outdated, manual and inefficient workflows that lead to errors and create a poor customer experience
Configure multiple benefit options to provide strategic insights for your clients—all driven by data
Streamline quoting with directly sourced carrier rates and plans in all 50 states
Provide an exceptional customer experience with professional, custom-branded proposals
Features + Benefits
CONFIGURE THE RIGHT PLAN STRATEGY
Identify the right carriers and plan designs to meet each of your employers’ unique needs. Uncover where they struggle with their benefit plans and opportunities to utilize data-rich insights.
PRICE ALL CARRIERS AT ONCE
Instantly access pricing direct from numerous medical, dental and vision carriers, streamlining the request for proposal (RFP) process no matter what plan design your employer requires.
QUOTES AND PROPOSALS: STREAMLINED
Deliver quotes to employers within professional proposal presentations that are custom branded to your organization and created in minutes.
CPQ - Commercial Lines
The go-to platform for quoting small, commercial business.
Eliminate outdated, manual and inefficient workflows that lead to errors and create a poor customer experience
Automate mission-critical steps of the commercial insurance buyer’s journey
Configure multiple lines of coverage and provide strategic insights for your clients connected within one platform
Access immediate pricing from carriers allowing you to present, compare and bind quotes directly in one place
Features + Benefits
CONFIGURE THE RIGHT COVERAGE STRATEGY
Easily run multiple lines of coverage from various carriers. With CPQ – Commercial Lines, you can configure your quotes with smart forms, allowing you to quickly collaborate with your clients to identify the key information carriers need. Complete just one application to satisfy multiple carrier questionnaires, saving you even more time..
PRICE ALL CARRIERS AT ONCE
Get immediate access to pricing and bind quotes directly from carriers for business owners policies (BOP), workers’ compensation and commercial auto lines of coverage. Through our direct application programming interface (API) connection, you can be sure the rates you receive are accurate and fast so you can spend more time growing your business.
QUOTES AND PROPOSALS: STREAMLINED
Easily evaluate multiple quotes with a simple, compare-at-a-glance feature that highlights each quote’s details and allows you to easily share them with your clients. Manage your applications in progress and required actions, and communicate with clients through an integrated inbox that keeps your proposals all in one place.
Ready to grow your business?
Zywave, Inc.
