Benefits CPQ: Employee Benefits Quoting & Proposal Platform
Transform quoting, renewals, and proposal creation with a centralized employee benefits platform built for modern brokers.
Quantitative Advantage
Deliver Measurable Impact Across Your Benefits Operation
Improve productivity, strengthen client retention, and increase proposal output without adding headcount.
1
centralized system
50%
time savings
50
supported states
What You Get
Greater Control Across Every Benefits Engagement
Equip your team with structured insights, consistent presentation standards, and visibility to align internally and build client trust.
Time Savings
Teams report saving 50–80% of the time typically spent navigating multiple carrier websites.
Increased Quoting & Proposal Efficiency
Agencies see quoting, proposal, and booklet creation completed up to five times faster using a centralized workflow.
Simplified Quoting Process
Work from one consistent quoting process across carriers, with rates sourced directly and kept current. With 98% directly sourced data and over 99% data and quoting accuracy, brokers can quote with confidence every time.
CPQ Employee Benefits
Seamless Integration Across Your Benefits Ecosystem
Connect to Your Benefit Administration System
Integrate CPQ with Employee Navigator to automatically push sold plans and reduce enrollment setup effort. Import census data directly from Employee Navigator into the quote : no re-keying, no extra activation steps. These expanded workflows save time, reduce errors, and make the quoting experience more scalable.
Connect Your Proposed Plan Within UnitedHealthcare
Expedite group installation in UnitedHealthcare’s SAMx system by importing proposal data using the UHC Quote ID.
Connect to Your Agency Management System (AMS)
Streamline data exchange by integrating CPQ directly with your agency management system, reducing duplicate entry across your tech stack.
Platform Advantages
Scale Your Benefits Business Without Adding Headcount
Gain a performance multiplier with Zywave’s CPQ software.
Turn Data Into Better Decisions
Features Built for Faster Benefits Quoting
Compare carriers instantly and deliver professional proposals backed by data-driven visibility
Identify optimal carriers and plan designs aligned to each employer’s unique benefit needs. Support for dual, triple, and unlimited plan offerings by distinguishing medical assignments, with side-by-side comparison to uncover the right coverage at the right price.
Instantly access direct pricing from leading medical, dental, and vision carriers nationwide - 100,000+ plans from 1,000+ carriers across all 50 states.
Deliver custom-branded proposal presentations in minutes for employer review in PowerPoint or dynamic Excel format. Enrollment booklets are automatically created, managed, and stored in the client's profile with just a few clicks.
Benefits Production Analytics
Track Production, Renewals,
& Revenue in One View.
Use real-time dashboards to monitor pipeline activity, renewal timing, and growth performance across your employee benefits book.
Producer Activity Dashboard
Producer Activity Dashboard
Measure quote submissions, close ratios, and renewal outcomes by individual broker to identify top performers and coach improvement.
Market & Segment Breakdown
Market & Segment Breakdown
View performance trends by geography, employer size, or industry classification to focus efforts, where growth is strongest.
Revenue & Renewal Forecasting
Revenue & Renewal Forecasting
Track projected commissions, renewal dates, and overall book profitability trends so your team can plan ahead and prevent surprise losses.
Case Studies & Customer Testimonials
Zywave Case Studies
See what Zywave’s clients say about our employee benefits software.
$100M
Premiums Issued
Digital Quoting Personal Lines
"24,000 policies written in one year through our Zywave-powered online quoting experience."
50+
States Quoted
Benefits Quoting & Efficiency
“We can run and send quotes the same day - small group quotes under 50 take less than an hour - and we’ve been genuinely impressed with how much smoother and faster our quoting process is"
100%
More Efficient Renewals
Brokerage Efficiency
"The system is very intuitive, and there isn’t a lot of training required - even for admin users."
Personal Lines
"Within six months we had the volume to pay for the API. It pays for itself quickly."
Content Cloud & miEdge
"The fact that you can drill in to learn different types of businesses or categories or class codes - and dig deep on specific topics - is valuable to me as a client advisor."
Looking to Expand Your Capabilities?
Extend Your Benefits Tech Stack with Connected Zywave Solutions
Pair Zywave’s employee benefits software with other solutions to accelerate growth and broaden your market reach.
Sales Cloud
Sales Cloud for Employee Benefits
Grow your benefits business, retain clients, and stand out in competitive markets.
CPQ – Commercial Lines
CPQ – Commercial Lines
Quote small commercial business quickly and accurately from one centralized platform.
TurboRater
TurboRater
Quote multiple personal lines & carriers fast and accurately in one place.
Market Basket
Market Basket
Refine rate-setting decisions and improve pricing competitiveness using market-level insights.
miEdge
miEdge
Fuel intelligent prospecting and strengthen distribution management with actionable market intelligence.
Request a Demo
Get a Demo of Zywave’s CPQ Software
See how our software transforms quoting, renewals, and plan strategy in a personalized walkthrough tailored to your agency.
Get a Demo
Frequently Asked Questions
Common Questions About Our CPQ Software
Common questions about our insurance technology platform
It’s a centralized quoting and proposal system built specifically for benefits brokers, bringing plan modeling, renewals, and presentation tools into one workflow.
Brokers can access small group rates from multiple carriers in one place, making it easier to compare plans side by side and deliver accurate quotes faster.
Yes. Carrier rates are pulled directly into the system, reducing manual data entry and helping ensure the numbers you’re quoting are accurate.
CPQ creates branded proposal presentations in minutes, giving brokers a structured way to tailor plan comparisons to each employer’s priorities.
Yes. Renewal modeling and plan comparisons happen in the same system, so you don’t have to rebuild quotes from scratch each year.
The software connects with benefits administration platforms, agency management systems, and select carrier tools to simplify data transfer across your tech stack.
By removing repetitive administrative work and simplifying quoting workflows, your teams can handle more business without adding staff.
It supports quoting and plan analysis for small groups as well as larger employer segments.
ClarionDoor uses centralizing rating logic and rules, which help ensure consistent calculations and fewer corrections during underwriting.
Yes. Brokers operating in multiple states can use it for rating and plan analysis across groups without switching tools.
The CPQ Employee Benefits platform helps you organize documentation as per regulatory requirements.
Yes. Employer and census data can be leveraged to streamline future plan comparisons and renewal analysis.
Direct carrier rate sourcing and structured plan configuration reduce manual errors and inconsistencies.
The platform is designed for ease of learning, helping new producers ramp up quickly.
It enables brokers to present structured comparisons and data-driven recommendations that differentiate their advisory approach.
Implementation timelines vary. Most agencies typically begin quoting shortly after onboarding.
You can create custom templates that reflect your branding and presentation standards.
Yes. The platform uses secure infrastructure and access controls to protect sensitive employer and census data.
