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
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