Configuring, pricing and quoting new 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.
Win more business with an automated proposal generator and presentation delivery solution:
Transform the way you quote new groups and streamline workflow with the industry’s only carrier-direct benefits solution:
Help employers select the right benefits strategy for their business and understand how different approaches impact their overall spend:
Cut in half the time spent creating enrollment books with an automated booklet creator:
Become a more strategic advisor by offering greater transparency into benefits costs:
Become more consultative to your clients by reviewing the financial health of their benefits strategies using comprehensive reporting and benchmarking:
Sales Cloud Informational Sheet