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Ratings and Reviews 0 Ratings
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What is Zywave CPQ?
Discover the only all-encompassing and integrated solution within the industry that is set to transform your quoting and renewal processes. By streamlining complex and labor-intensive tasks, you can tap into the full growth potential of your agency. The processes of configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences. Zywave CPQ - Benefits differentiates itself as a frontrunner with its state-of-the-art solution that automates vital phases in a benefits buyer's journey. Utilizing data-driven insights, you can configure a range of benefit options, providing your clients with strategic insights that are invaluable. Improve the quoting process through instant access to carrier pricing, along with the capability to craft professional, custom-branded proposals. In summary, embracing Zywave CPQ - Benefits allows you to enhance your sales and service capabilities, ultimately propelling significant growth for your agency. This forward-thinking approach not only boosts operational efficiency but also redefines how brokers engage with their clients, creating a more rewarding overall experience. Furthermore, by adopting such innovative solutions, you position your agency as a leader in an increasingly competitive market.
What is CPQSync?
While CPQSync from Cincom is relatively new to the market, the company itself has a rich legacy of over fifty years and has been involved in the CPQ field for approximately 25 years. This wealth of experience, which includes both triumphs and challenges, has played a crucial role in informing the development of CPQSync, allowing it to be enriched with significant insights and expertise. The combination of this seasoned knowledge with fresh, innovative concepts guarantees that users and clients benefit from impactful solutions tailored to their needs. CPQSync distinguishes itself as a solution that is both cloud-native and specifically designed for Microsoft Azure, representing a noteworthy advancement for Cincom. The shift to a cloud environment was motivated by our unwavering commitment to improving customer experiences regarding both quality and diversity of services offered. This cloud-centric strategy not only enhances our flexibility in product development but also allows us to respond effectively to evolving customer demands as the market continues to shift. Moreover, this transformation highlights our ongoing dedication to enhancing our offerings and ensuring customer satisfaction remains at the forefront of our mission. As a result, we are poised to meet future challenges with confidence and agility.
Integrations Supported
Microsoft Azure
Microsoft Dynamics 365
Microsoft Power Automate
Microsoft Power BI
Sonant
Zywave Sales Cloud
Integrations Supported
Microsoft Azure
Microsoft Dynamics 365
Microsoft Power Automate
Microsoft Power BI
Sonant
Zywave Sales Cloud
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Zywave
Date Founded
1995
Company Location
United States
Company Website
www.zywave.com/sales-cloud/zywave-cpq-eb/
Company Facts
Organization Name
Cincom Systems
Date Founded
1968
Company Location
United States
Company Website
www.cincom.com/us/products/cpqsync
Categories and Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
Categories and Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce