CPQ - Employee Benefits
Sales Cloud

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  • Eliminate outdated, manual and inefficient workflows that lead to errors and create a poor customer experience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

More Sales Cloud Solutions

Sales Cloud for Employee Benefits

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

CPQ - Commercial Lines

The go-to platform for quoting small, commercial business.


Quote multiple personal lines carriers fast and accurately in one place.
CPQ for Employee Benefits Integrations Info Sheet
CPQ for Employee Benefits Carrier Map
CPQ for Employee Benefits Info Sheet

Ready to take the next step?

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