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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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

The SAASRAM Suite, created by SAASTEPS, provides an all-in-one solution for overseeing the complete revenue lifecycle, designed to enhance and streamline business operations in order to drive growth and profitability. Leveraging the Salesforce platform, it employs an integrated data model that eliminates the need for custom coding or intricate integrations, allowing for effortless connectivity with existing CRM and ERP systems. This suite boasts a variety of functionalities, including eCommerce capabilities, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. By implementing this holistic approach, companies can successfully engage, retain, and develop customer relationships through a comprehensive 360Ëš customer view dashboard. Additionally, by consolidating billing, renewals, and revenue recognition into a unified system, SAASRAM empowers teams to collaborate more efficiently, automate their workflows, and uncover new avenues for growth that extend well beyond the initial transaction. This powerful suite not only streamlines operational processes but also boosts customer satisfaction, ultimately resulting in improved business performance. As a result, organizations utilizing SAASRAM can position themselves for sustainable, long-term success in an increasingly competitive market.

Media

Media

Integrations Supported

Zywave Sales Cloud

Integrations Supported

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

SAASTEPS

Date Founded

2021

Company Location

United States

Company Website

saasteps.com/saasram-suite/

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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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