CPQ - Commercial Lines
Sales Cloud

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  • Eliminate outdated, manual and inefficient workflows that lead to errors and create a poor customer experience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.

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CPQ for Commercial Lines Carrier List Info Sheet

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