Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    8 Ratings
    Company Website
  • Epsilon3 Reviews & Ratings
    265 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,729 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,823 Ratings
    Company Website
  • Act! Reviews & Ratings
    554 Ratings
    Company Website
  • Service Center Reviews & Ratings
    123 Ratings
    Company Website
  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • Buildxact Reviews & Ratings
    264 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website

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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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

Renewtrak functions as a comprehensive automation solution tailored to connect the global tech landscape, significantly improving the dynamics of the renewals and subscription economy. Our platform equips businesses with the tools to effectively oversee their recurring revenue streams while simplifying the quoting process via complex distribution networks, enabling them to present customized and pertinent renewal options for an array of licenses, support, maintenance, and annuity contracts. By automating renewal reminders, we assist teams in conserving precious time while guaranteeing that every account receives attention, leading to higher renewal rates. This renewal process can also be utilized as a pivotal opportunity to strengthen relationships with existing customers. Our system allows clients to investigate options, utilize self-checkout, and complete transactions effortlessly, thereby speeding up the quote-to-cash cycle. Renewtrak introduces a consumer-like digital purchasing experience commonly found in B2C contexts into the B2B realm, not only facilitating renewals but also promoting customer growth. The automation of repetitive tasks enables your team to focus on more impactful initiatives. In addition, our dashboard features AI-generated renewal likelihood scores, which deliver instant insights into performance metrics in real-time. This fusion of automation and data analysis empowers businesses to make strategic decisions while elevating customer engagement throughout the renewal journey, ultimately leading to sustained success and improved client satisfaction.

Media

Media

Integrations Supported

Sonant
Zywave Sales Cloud

Integrations Supported

Google Sheets
Microsoft Dynamics 365
Microsoft Excel
Salesforce
Stripe

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online 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

Renewtrak

Date Founded

2016

Company Location

Australia

Company Website

www.renewtrak.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

Churn Prevention

Not specified

CPQ

Not specified

Customer Retention

Not specified

Quote-to-Cash

Not specified

Popular Alternatives

Planlined Reviews & Ratings

Planlined

BART Technologies Inc

Popular Alternatives

Applied Rater Reviews & Ratings

Applied Rater

Applied Systems
C2MS Reviews & Ratings

C2MS

Buckhill
Nue Reviews & Ratings

Nue

Nue.io
Surefyre Reviews & Ratings

Surefyre

Vertafore