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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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

Create engaging and immersive branded digital experiences that resonate with customers, employees, and partners. By employing detailed process workflows or leveraging premium process templates, you can automate numerous tasks or entire customer pathways, leading to significant cost savings. A seamless integration with core systems and third-party applications ensures a unified experience for customers while optimizing process automation alongside your existing setup. We offer all the vital components needed to design a fluid, comprehensive customer journey that includes both front-end engagement and back-end automation. Our mission is to provide holistic digital experiences that guarantee customers receive service on par with personal interactions through digital channels. Liberate skillfully merges multiple technologies into fully automated journeys, boosting your team’s efficiency and conserving crucial time and resources in the process. Additionally, Liberate’s platform is engineered to enhance your existing technology infrastructure without requiring extensive modifications. This strategic approach allows businesses to prioritize innovation and growth while minimizing disruptions to their operations, ultimately fostering a more agile environment.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
CCC ONE Total Repair Platform
CoreLogic Claims Connect
Docusign
Duck Creek Suite
Dwolla
Google Analytics
Guidewire
Looker
Majesco
Nextnet
Segment
Snapsheet
Snowflake
Sonant
Strategy ONE
Tableau
Verisk 3E
Xactware Benchmark
Zywave Sales Cloud

Integrations Supported

Amazon Web Services (AWS)
CCC ONE Total Repair Platform
CoreLogic Claims Connect
Docusign
Duck Creek Suite
Dwolla
Google Analytics
Guidewire
Looker
Majesco
Nextnet
Segment
Snapsheet
Snowflake
Sonant
Strategy ONE
Tableau
Verisk 3E
Xactware Benchmark
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

Liberate

Company Location

United States

Company Website

www.liberateinc.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 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

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