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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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

A comprehensive quoting platform allows agents to provide precise and timely life insurance coverage estimates for their clients. With access to rates from over 100 life insurance carriers, it supports quotes for a range of products such as Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can effortlessly embed instant life insurance quotes into your website. The Website Quoter is designed to integrate seamlessly with your current site and automatically adjusts to fit any screen size, ensuring an aesthetically pleasing display across all devices. Moreover, you have the option to select which life insurance companies you want to feature in your quotes and specify the email address for lead submissions. The Compulife Basic Quoter is available on any device with internet access, including computers, tablets, and smartphones. Its fully responsive design enables compatibility with a wide array of platforms such as PCs, Macs, iOS, and Android devices, making it an adaptable solution for agents who are frequently on the move. This flexibility guarantees that agents can effectively support their clients from almost any location, enhancing the overall client experience. Ultimately, this innovative platform streamlines the quoting process, making life insurance more accessible for agents and clients alike.

Media

Media

Integrations Supported

Sonant
Zywave Sales Cloud

Integrations Supported

Insureio
Radius

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$180 per user per year
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

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

Compulife Software

Date Founded

1987

Company Location

United States

Company Website

www.compulife.com

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

Insurance Underwriting and Rating

Comparative Insurance Rating
For Life Insurance
Multi-State
Multiple Line Rating

Life Insurance

Not specified

Quoting

Not specified

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