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Solutions for Today’s Benefits Broker

Find new ways to grow your business and retain existing clients. Boost customer satisfaction and set your agency apart in an increasingly competitive marketplace.

Clients’ expectations have changed. Make sure you change with them.

While quoting plans, negotiating renewals, assisting with claims and providing policy expertise are essential functions for any broker, to win over today’s insurance buyers you need to offer more than transactional insurance services.

Zywave’s recent Broker Services Survey found that now the majority of employers expect their benefits broker to assist with compliance, health and prescription claims analysis, benchmarking, HR support and employee communications. Zywave’s benefits solutions can help you exceed your clients’ expectations by establishing yourself as a reliable benefits expert and trusted business consultant.

Problems need answers

Solutions for Your Benefits Agency

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 System (AMS)

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

Employee Benefits Content

Staying up-to-date on a wide range of employee benefits topics can be difficult and time-consuming. Zywave offers the industry’s most expansive employee benefits content library that will help you build your expertise using:

  • Compliance guidance on everything around ERISA, DOL, ACA, FMLA and COBRA
  • HR insights to assist clients with hiring, onboarding, terminations and everything in between
  • Tips, guides and resources to build a greater understanding of benefit plan options and other key employee benefits topics
  • Content to help your clients foster a culture of health and wellness
  • Communications tools that help clients educate and inform their employees about open enrollment and benefit plan options

Enrollment & Onboarding

Enrolling and onboarding new employees can be an administrative burden. Zywave offers a solution that will help you retain your book of business, attract new prospects, and empower your clients and their employees with more resources and education. This benefits enrollment and onboarding platform allows you to:

  • Reduce errors, missed tasks and redundant work
  • Ensure that your clients’ employees feel confident and informed about their benefits selections
  • Create and maintain lasting connections by allowing an unlimited number of clients to access a 24/7 portal for HR tasks, employee reporting and PTO tracking

Are You a Full-Service Agency?

Discover how we can help solve your P&C needs.


Want to learn more?

Employee Benefits Informational Sheet

Cornerstone Group Case Study

Ready to thrive as a benefits broker?