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

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Software Solutions for Benefits Agencies

Software Solutions for Benefits Agencies

Protect Your Book

Justify your value and create a strong value proposition.

Gain Efficiencies

Stay organized and informed to automate your agency.

Win New Accounts

Challenge the incumbent broker with differentiation.

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

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

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