Quoting & Proposals (CPQ)

Configuring, pricing and quoting new business and renewals is often tedious, manual and inefficient. Zywave offers an industry-exclusive way to eliminate these headaches. By using Zywave’s fully automated CPQ solution, you can: 

• Win more business using an automated proposal generator to create professional presentations in minutes
• Transform the way you quote new groups by automating small group quoting and offering carrier-direct level-funded or self-funded benefit options for larger groups
• Help employers select the right benefits strategy for their business and understand how different plans will impact their business
• Cut out the manual time spent creating enrollment books with an automated booklet builder that generates enrollment guides, content and legal notices
• Help clients maximize their benefits offerings using comprehensive reporting and benchmarking

Agency Management

Streamline workflow by using a system designed to manage your day-to-day activities more effectively. Zywave offers a dynamic Agency Management System that consolidates your workflows and processes into one easy-to-use platform. Using Zywave’s Agency Management System allows you to: 

• Reduce errors by managing client and prospect data in one place
• Track the activity of your clients and prospects, and gain insights into the workflows needed to make your business more successful
• Simplify how you organize your files by managing, editing and accessing your information in one, centralized location
• Discover new ways to manage your sales opportunities and pipeline to drive growth
• Eliminate the hassle of managing and configuring various benefit plan options by housing them in one location that can be integrated with other Zywave solutions
• Expedite the entire RFP process by automating your workflow to create industry-leading RFPs in minutes

Zywave Websites

Establishing a powerful online presence for profitable growth.

• Providing you with a quality website to establish your agency’s authority and online presence, enabling you to capture visitors and convert them into clients
• Designing every insurance agency website with a single goal in mind: assisting you in competing and selling insurance online
• Combining expertise in website design and insurance, our digital experts ensure you have a professional and impactful online presence

The largest provider of insurance agency websites in the US

Harness the power of employee benefits content to drive growth through engagement and education.

• Content Library
  • Trusted compliance guidance on everything relating to ERISA, DOL, ACA, FMLA, COBRA and Medicare
  • Comprehensive HR resources that offer insights to your employee benefits clients into everything from hiring and onboarding to offboarding and terminations
  • Promote a greater understanding of open enrollment, benefit plan options and other key employee benefits topic
• Content Delivery
  • Get instant content recommendations based on specific account information
  • Access pre-made Zywave content groups based on the most popular topics and tag your favorite resources and store them in one convenient location
  • Reach a greater audience with the ability to instantly share content to your social media platforms
• Content Management Systems (CMS)
  • Keep your agency content organized by tailoring the way you access and interact with it
  • Grow your business and stand out from the competition with the ability to easily brand your content

Better serve your clients & your bottom line by providing added tools and resources.

• Client Self-Service Portal
  • Put more time back in your day by allowing your clients to self-serve and find the answers and information with on-demand resources
  • Attorney-backed resources you can feel confident in with content specific to ACA, COBRA and more
  • Built within an intuitive and easy-to-use platform that allows you to customize the portal experience for each of your clients
• People Management
  • Streamline workflows by providing your clients with the applications and resources they need to effectively manage their HR functions
  • Provide your clients an on-demand service to answer their HR questions and reduce their administrative burden
• Learning Management System
  • Extensive course catalog that is continually reviewed, updated and expanded with hundreds of courses in categories like Diversity & Ethics, General Workplace Safety, Workplace Harassment & Violence
  • Track and meet compliance standards for government-mandated training requirements with robust reporting that ensures employees are engaged