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Quoting & Proposals (CPQ)

Transform your employee benefits quoting and renewal process and take it to the next level

Automate your entire quoting and renewal process

Configuring, pricing and quoting new employee benefits business and renewals is one of the most essential functions of any insurance brokerage. Unfortunately, the CPQ process can be tedious, manual and inefficient, with spreadsheets being the most common solution for many brokers.

Now, Zywave offers an industry-exclusive way to eliminate these headaches and take what used to take days or weeks and complete it in minutes. By using Zywave’s fully automated CPQ benefits solution with carrier-direct rates, you can quickly deliver proposals to clients and prospects, and support them with various consulting solutions to deliver a tailored benefits strategy.

Quoting & Renewals

Key Features

Custom Proposal Builder & Dynamic Presentations

Win more benefits business with an automated proposal generator and presentation delivery solution:

  • Simplify proposal generation and create a professional presentation in minutes
  • Run medical, dental, vision, life and disability plan scenarios for employers and deliver renewal presentations with a variety of options
  • Showcase your strategic value with dynamic presentations that compare and contrast cost impacts and adjust premium contribution strategies in real-time


Transform the way you quote new groups and streamline workflow with the industry’s only carrier-direct benefits solution:

  • Automate small group quoting and receive quotes directly from multiple carriers in seconds that you can present to employers instantly
  • Offer carrier-direct level-funding and self-funding as benefits options for larger groups to help clients and prospects control their benefits spend
  • Grow your business by providing ancillary quotes directly from carriers as part of your benefits proposals


Help employers select the right benefits strategy for their business and understand how different approaches impact their overall spend:

  • Educate employers on the cost-saving implications of incorporating HRAs or HSAs into their benefits strategy
  • Access a robust library with multiple plan types from major carriers to ensure you present the best options for employers
  • Model plan scenarios to guide clients and prospects through the benefits plan selection process

Enrollment Booklets

Cut in half the time spent creating enrollment books with an automated booklet creator:

  • Create professional booklets in minutes by importing and selecting a client's plan scenario. The system will automatically generate open enrollment guides, content and legal notices.
  • Differentiate your booklets by selecting from multiple themes, unlimited color schemes, and English or Spanish language outputs
  • Meet specific client needs by appending additional, robust employee communications and messaging content

Plan Design Benchmarking

Become a more strategic advisor by offering greater transparency into benefits costs:

  • Help employers compare their total benefits costs, plan designs and premium contributions to similar businesses based on their industry, number of employees, geographic territory and medical plan type
  • Pivot between plan scenarios to compare and contrast the effects of potential plan changes
  • Instantly create custom outputs and present a suite of benchmarking and consulting deliverables


Become more consultative to your clients by reviewing the financial health of their benefits strategies using comprehensive reporting and benchmarking:

  • Help employers maximize their benefits offerings with a health plan financial report to review their overall and specific claims data, compared to their annual budget
  • Deliver cost-containment strategies with advanced analytics and place of care benchmarks to identify areas of improvement
  • Add context and data behind renewals by benchmarking last year’s claims against national data from more than 12 million records


Learn more about automating employee benefits quoting and renewals

Sales Cloud Informational Sheet

Is it time to change your quoting and renewal process?