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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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

LTC Quote Plus, which follows in the footsteps of StrateCision's esteemed LTC Quote program, establishes a new standard in the market for assessing long-term care policy rates. This cutting-edge tool enables users to request quotes customized for individuals or couples, covering nearly all existing LTC insurance options. Users have the flexibility to choose from various benefit levels, including distinctive riders tied to certain policies. The platform supports the generation of both individual and comparative proposals, with the capacity to display up to six on a single page. In addition, it offers extra illustrations that detail the consequences of postponing coverage, highlight how inflation protection can improve benefits, and showcase various premium choices. The quotes generated are specifically designed to align with individual states, aiming to accurately mirror the outputs from carriers' software. StrateCision's LTC Quote Plus features a multitude of enhancements informed by user suggestions, including the functionality to save and access proposals easily. Users can view all illustrations on-screen, search for plans that fit their specified benefits, and sort options based on ascending premiums. Moreover, the system allows spouses to have synchronized benefits and provides a straightforward method to email illustrations directly to clients, ensuring a smooth and efficient experience. This all-encompassing approach not only simplifies the process but also enables agents to deliver more tailored and attentive service, ultimately fostering greater client satisfaction. In an industry where personalization is key, LTC Quote Plus stands out as an invaluable asset for agents striving to meet diverse client needs effectively.

Media

Media

Integrations Supported

Sonant
Zywave Sales Cloud

Integrations Supported

Sonant
Zywave Sales Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25.00/month/user
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

StrateCision

Company Location

United States

Company Website

www.ltca.com

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

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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