ClickCease

CPQ - Employee Benefits
Sales Cloud

The industry’s only complete, integrated solution to transform your quoting and renewal processes.
OVERVIEW
  • Eliminate outdated, manual and inefficient workflows that lead to errors and create a poor customer experience
  • Configure multiple benefit options to provide strategic insights for your clients—all driven by data
  • Streamline quoting with directly sourced carrier rates and plans in all 50 states
  • Provide an exceptional customer experience with professional, custom-branded proposals

Gain a Performance Multiplier with CPQ Employee Benefits

50-80% Time Savings by eliminating repetitive tasks on multiple carrier sites

Process More Groups: Process twice as many small groups​ And Grow Without Hiring: Grow organically with increased effectiveness​

Go from quote to card faster with a 5x increase in quoting, proposal and booklet creation efficiency

Enroll Clients Faster: Eliminate multiple, complicated processes

Simplified Process & Right Coverage for the Right Price with one simple quoting workflow for all carriers, and always accurate rates

Increase Client Retention & Broker Satisfaction ​by eliminating multiple quoting systems with flawed data and processes

Features + Benefits

Configure the Right Plan Strategy

Identify the right carriers and plan designs to meet each of your employers’ unique needs. Uncover where they struggle with their benefit plans and opportunities to utilize data-rich insights.

Price all Carriers at Once

Instantly access pricing direct from numerous medical, dental and vision carriers, streamlining the quote to card process no matter what plan design your employer requires.

Quotes and Proposals: Streamlined

Deliver quotes to employers within professional proposal presentations that are custom branded to your organization and created in minutes.

Proudly featuring thousands of insurers including:

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Resources
CPQ for Employee Benefits Integrations Info Sheet
Resources
CPQ for Employee Benefits Carrier Map
RESOURCES
CPQ for Employee Benefits Info Sheet

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