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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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

Insurance agents can enhance the long-term value of their clients by utilizing digital tools such as insurance wallets, chatbots, and an interactive agent portal to boost policy sales and improve customer retention. These digital features are comprised of several components: 1. MOBILE APP - This includes a Policy Wallet, Push Notifications, Reminders, Agent Information, Insurance Cards, an Accident Checklist, a Home Risk Assessment tool, and a Customer Profile Builder. 2. AGENT PORTAL - This platform offers an Analytics Dashboard, a Renewal Tracker, a Deal Board, Email Integrations, Customer Chat capabilities, and Comprehensive Reports. 3. CHATBOT - This feature facilitates Agent Connection and provides AI-Driven Quotes, further streamlining the customer experience and improving service efficiency. Ultimately, the integration of these digital solutions can significantly enhance the effectiveness of insurance agents in managing their client relationships.

Media

Media

Integrations Supported

Sonant
Zywave Sales Cloud

Integrations Supported

Sonant
Go Integrator Cara
Nexsure Insurance Platform
Nylas
RingCentral Automatic Call Recording
Twilio

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$69per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / Support

Standard 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

InsuredMine

Date Founded

2017

Company Location

United States

Company Website

www.insuredmine.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

AI Insurance

Not specified

Commercial Insurance

Broker / Agent Portal
Customer Portal
Document Management
Policy Management

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance Agency Management

Claims Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Analytics

Not specified

Insurance CRM

Not specified

Insurance Policy

Cancellation Tracking
Claims Tracking
Quotes / Estimates
Renewal Management

Insurance Underwriting and Rating

Broker / Agent Portal
Customer Portal
For Casualty Insurance
For Life Insurance
For Personal Insurance
Multi-State

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Marketing Automation
Policy Management
Quote Management

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