Zywave CPQ Verified Customer Reviews (2026)

Epsilon3 is the leading AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Save Time & Money Avoid costly delays, mistakes, and inefficiencies by automatically tracking procedures and resources. ✔ Prevent Failures Ensure the right step is completed at the right time with conditional logic and built-in revision control. ✔ Optimize Collaboration Real-time progress updates and role-based sign-offs keep your stakeholders on the same page. ✔ Continuously Improve Advanced data analytics and automated reporting enable rapid iteration and data-driven decisions. Epsilon3 is trusted by industry leaders like NASA, Blue Origin, Firefly Aerospace, Sierra Space, Redwire, Shift4, AeroVironment, Commonwealth Fusion Systems, and other commercial and government organizations.

Macaw AMS serves as a robust platform for selling insurance, utilized by brokers, MGAs, MGUs, Program Managers, and Lloyds Coverholders to streamline their business processes effectively. Designed with a focus on customer needs, it encompasses functionalities for CRM, Sales, and Underwriting, providing customers, producers, and service providers with access to user-friendly self-service portals. Additionally, Macaw AMS includes integrated Document Management and Task Management features, along with adaptors for seamless services such as eSignature, Payments, OFAC checks, and Mass Emailing, utilizing third-party solutions. The data analytics capabilities of Macaw AMS deliver advanced data visualization through predefined dashboards, enabling users to upload datasets and explore dynamic charts that offer insightful, multi-dimensional perspectives. With interactive, real-time visualizations, users can identify trends and derive insights that promote well-informed decision-making. Hosted on a secure cloud infrastructure, Macaw AMS is built on a relational database, with its primary Java-based components crafted in Java, allowing for efficient processing of 500-1000 policies daily at peak performance. As a notable benefit, Macaw AMS aims to decrease the per-policy costs by 30%, making it an attractive choice for insurance professionals looking to optimize operations. Ultimately, its comprehensive features and cost-saving potential position Macaw AMS as a transformative solution in the insurance industry.

Planlined is a benefits proposal workspace for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Bring carrier quotes, SBCs, rate sheets and invoices into one reviewed case, then prepare branded benefit proposals, employer presentations and employee guides. Model employer contributions and scenarios, with plan and case libraries for later renewals. Review extracted data against the source documents: incomplete fields, qualifiers and source-page links may require correction or manual entry. Confirm cross-brokerage access, multiple brands, API permissions and connectors for the workspace. Start a 7-day full-feature trial with a card; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year ($62/month billed annually), with 250 monthly AI credits shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART, launched in 2025.