Solutions
- Agencies
  Solutions for:
  Employee Benefits
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  Employee Benefits
  Sales Cloud
  Streamline mission-critical benefits workflows - from prospecting to renewals - fueling organic growth for your agency.
  Client Cloud
  Better serve your clients & your bottom line by providing added tools and resources.
  Content Cloud
  Harness the power of employee benefits content to drive growth through engagement and education.
  Analytics Cloud
  Deliver confidence with medical plan analysis.
  Employee Benefits Overview
  Featured Story
  As part of their integrated technology solutions, Decisely is leveraging carrier-direct data via the Group Benefits API to enhance their quoting processes. Learn more >
  Commercial Lines
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  Commercial Lines
  Sales Cloud
  Streamline mission-critical P&C workflows - from prospecting to renewals - fueling organic growth for your agency.
  Client Cloud
  Help clients self-serve, manage their people through compliance, risk management and safety solutions.
  Content Cloud
  Harness the power of P&C content to drive help manage risk and drive engagement.
  Analytics Cloud
  Claims and loss analysis made easy to drive value.
  Commercial Lines Overview
  Featured Story
  Cyber losses are on the rise, and cyber insurance is in high demand. Now with Cyber Quoting, quoting cyber insurance has never been simpler. Discover how it works
  Personal Lines
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  Personal Lines
  Sales Cloud
  Streamline mission-critical Personal Lines workflows - from prospecting to renewals - fueling organic growth for your agency.
  Content Cloud
  Harness the power of impactful Personal Lines content to drive value to your clients.
  Personal Lines Overview
- Insurers
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  Insurers
  Digital Distribution
  Drive efficiency and results while bringing coverage to market.
  Digital Service
  Manage post-bind activities with ease.
  Digital Engagement
  Remain relevant throughout the policy lifecycle.
  Digital Insight
  Add context to data initiatives.
  Insurers Overview
  Featured Story
  Zywave’s Digital Distribution Suite – ClarionDoor has been recognized as a Luminary in the Celent Report for Insurer Stand-Alone Rating Engines – Global Edition. This report outlines the key elements that insurers need to consider when choosing a stand-alone rating engine.
  
  Read more >
- Service Providers
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  Service Providers
  Healthcare Solutions
  Payroll Solutions
  PEO Solutions
  Featured Story
  
  Learn how Redwood Credit Union used the Personal Lines Quoting API to drive cross-sell opportunities within their organization.
  
  Read the story >

CPQ - Employee Benefits
Sales Cloud

The industry’s only complete, integrated solution to transform your quoting and renewal processes.

OVERVIEW

Eliminate outdated, manual and inefficient workflows that lead to errors and create a poor customer experience
Configure multiple benefit options to provide strategic insights for your clients—all driven by data
Streamline quoting with directly sourced carrier rates and plans in all 50 states
Provide an exceptional customer experience with professional, custom-branded proposals

Features + Benefits

Configure the Right Plan Strategy

Identify the right carriers and plan designs to meet each of your employers’ unique needs. Uncover where they struggle with their benefit plans and opportunities to utilize data-rich insights.

Price all Carriers at Once

Instantly access pricing direct from numerous medical, dental and vision carriers, streamlining the request for proposal (RFP) process no matter what plan design your employer requires.

Quotes and Proposals: Streamlined

Deliver quotes to employers within professional proposal presentations that are custom branded to your organization and created in minutes.

More Sales Cloud Solutions

Sales Cloud for Employee Benefits

Find new ways to grow your benefits business and retain existing clients. Boost customer satisfaction and set your agency apart in an increasingly competitive marketplace.

CPQ - Commercial Lines

The go-to platform for quoting small, commercial business.

TurboRater

Quote multiple personal lines carriers fast and accurately in one place.

Resources

CPQ for Employee Benefits Integrations Info Sheet

Resources

CPQ for Employee Benefits Carrier Map

RESOURCES

CPQ for Employee Benefits Info Sheet

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