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configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences.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

SegFlexNET is an innovative software solution tailored specifically for insurance brokers, designed to streamline the management of brokerage operations efficiently. With cutting-edge technology and a user-friendly interface, the system features intuitive screens and is powered by a robust SQL database. The support team, made up of highly trained professionals, provides prompt and effective service, ensuring that every aspect is strategically aligned for maximum success. The implementation of this software can kickstart the growth of your brokerage immediately. Brokers benefit from cloud server access, allowing them to retrieve critical information from anywhere—be it at home, with clients, on vacation, during trade shows, or while traveling. Your brokerage's data is always accessible, granting you the ability to deliver exceptional service to your clients at any hour, ensuring that you never miss a beat. Furthermore, there is no need for significant infrastructure investments, as we take care of maintaining and upgrading the servers to ensure optimal performance, enabling you to concentrate on expanding your business without any distractions. By adopting SegFlexNET, you can embrace a modern approach to managing your insurance brokerage operations and stay ahead in a competitive market. Take the step toward transforming your brokerage practices with SegFlexNET today.

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

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

Autorun Informática

Date Founded

2015

Company Location

Brazil

Company Website

www.autorun.com.br/SegFlex/index.htm

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 Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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