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Category: Sales Cloud

Salesforce AMS Integration Info Sheet

October 8, 2022
Using Salesforce with your organization is a powerful tool that allows you to connect many different departments, workflows and processes. With Zywave, you can add […]

Zywave for Salesforce Info Sheet

September 8, 2022
Leverage the strength of two industry leaders teaming to create more efficient, strategic workflows powered by data and content to deliver a seamless client experience.

The Total Economic Impact of Zywave

September 7, 2022
As the competitive insurance industry continues to evolve and experience disruptions from the COVID-19 pandemic, the Affordable Care Act (ACA), and other legislative […]

Integrity Employee Benefits Case Study

August 1, 2022
Integrity Employee Benefits and Insurance Services, Inc. is a small, one-person shop run by Diana Twadell. Diana spent more than 20 years working for a very large […]

Rolland Barrera Insurance Case Study

June 29, 2022
Roland Barrera started his own agency in 2012 after working for a third-party administrator (TPA). It was during this time that Roland first learned about Zywave. While […]

The Best Practices to Successful Prospecting

June 7, 2022
Prospecting is routinely viewed as an evil task and an incredible time sink by many professionals, but we all know you need to consistently fill the sales funnel with […]

5 Ways to Thrive, Not Just Survive, In Today’s Acquisition-Heavy Insurance Marketplace

April 14, 2022
As an independent insurance agency, you’re probably well aware of increasing M&A activity. According to OPTIS Partners' North American Agent & Broker 2021 […]

Marketing & Prospecting Solutions Info Sheet

April 12, 2022
Drive growth, improve retention and increase prospect engagement with Zywave’s industry-leading marketing and prospecting solutions.

Transform Your Quoting & Proposal Process with CPQ

March 22, 2022
Consumer expectations have heightened, looking for fast, reliable quoting. Full-service agencies everywhere are looking for an all-in-one platform with direct-to-carrier […]

CPQ for Commercial Lines Info Sheet

March 8, 2022
Zywave CPQ - P&C is simple. The easy-to-use, cloud-based platform is intuitive for producers, marketing reps & CSRs to manage your agency’s lead-to-quote activity.

TurboRater Prefill Integrations Info Sheet

March 8, 2022
Simplify your quoting process by adding driver and vehicle prefill data embedded into TurboRater via our integration with TransUnion. By entering limited client […]

Sales Cloud for Commercial Lines

March 6, 2022
When it comes to growing your agency, differentiating your brand and streamlining your sales and renewal cycle, there's only one digital platform on the market that P&C […]

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