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Zywave CPQ for Benefits

The Industry’s only complete, integrated solution that will transform your quoting and renewal process

Simplify complex and time-consuming processes to unlock the full growth potential of your agency

Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience.

Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals.

Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth for your agency and ensuring the retention of your clients.

Zywave CPQ - Benefits

Key Features


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

  • Account Management: Reduce errors and improve efficiency by managing your benefits client and prospect data in a single location
  • All Plans Analysis – Small Group: Easily access and analyze all available plan options by simply uploading a census and present them in customizable deliverable
  • Compliance Testing: Protect employers from fees and penalties with risk mitigation and compliance diagnostic solutions to ensure their plans are in line with federal guidelines
  • Medical Plan Comparison Chart – Small Group: Provide insight to employers by comparing small group plan options to find the ideal plans that meet their benefit strategy and satisfies the needs of their employees
  • Medical Plan Design Benchmarking: Become more strategic by identifying how employers compare to similar businesses with data from thousands of employers that can be filtered by geography, funding type, industry code and employee count


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

  • Carrier Direct ACA Quoting: Eliminate inefficient quoting and tedious interfacing with handfuls of carriers with access to multiple carrier-direct quotes in seconds all contained in one centralized platform
  • Small Group Quoting and Proposals: Utilize a simple “shopping” experience that allows you to select and compare multiple plans at once


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

  • Custom Agency Branding: Stand out from your competitors with branded presentations available to be exported in multiple file types
  • Enrollment Booklet Builder: Instantly create, manage and store enrollment booklets that are customized with your colors, logos and fonts
  • Interactive Modeling: Showcase your strategic value with dynamic presentations that compare and contrast cost impacts and adjust premium contribution strategies in real-time

Zywave CPQ - Benefits


Zywave CPQ - BenefitsZywave CPQ - Benefits PremiumQuoting & Proposals (CPQ) in Sales Cloud
Account Management
All Plans Analysis – Small Group
Compliance Testing
Medical Plan Comparison Chart – Small Group
Medical Plan Design Benchmarking
Self-funded Plan Analysis
Carrier Direct ACA Quoting
Small Group Quoting & Proposals
Custom Agency Branding
Enrollment Booklet Builder
Interactive Modeling
Plus More


Learn more about automating employee benefits quoting and proposals

Quoting & Proposals (CPQ) Informational Sheet

Benefits/Features of CPQ Infographic

View Carrier Inventory

Is it time to streamline and simplify your quoting and proposal process?