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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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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 CX CPQ?

Imagine the significant increase in revenue that could be achieved if your customer-oriented teams had access to a more advanced and intelligent configuration, pricing, and quoting (CPQ) application that allows them to close contracts on the spot. This innovative CPQ tool boasts a wide array of features designed for product and service configuration, pricing determination, quote generation, and approval management, all while effortlessly integrating with your existing backend systems such as CRM, ERP, and customer support platforms. It transforms the creation of customized quotes and proposals for every sales opportunity into a straightforward task. Furthermore, the intelligent wizard feature enhances efficiency by automatically generating quotes based on insights drawn from previous customer interactions or similar projects, including relevant discounts and promotional offers. In doing so, the solution not only boosts operational efficiency but also significantly improves customer satisfaction and engagement, fostering stronger relationships with clients. Ultimately, investing in such a CPQ application could position your company to thrive in a competitive market.

Media

Media

Integrations Supported

Sonant
Zywave Sales Cloud

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support

Customer Service / Support

24 Hour 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

MobileForce Software

Company Location

United States

Company Website

mobileforcesoftware.com/products-cx-cpq/

Categories and Features

CPQ

Not specified

Insurance Underwriting and Rating

Broker / Agent Portal
Comparative Insurance Rating
For Health / Medical Insurance
Multi-State
Multiple Line Rating

Categories and Features

CPQ

Not specified

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