Quoting & Proposals (CPQ) - Sales Cloud

Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience.

Zywave CPQ leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals.

Simply put, using CPQ within the Sales Cloud allows you to sell and service better than ever – ultimately fueling growth for your agency and ensuring the retention of your clients.