Zywave CPQ

Zywave CPQ is the quoting and proposals product within Zywave's sales tools for insurance agencies and brokerages. It covers price configuration, quote production and plan marketing.

What Zywave CPQ offers

• Benefits edition — supports employee benefits sales, quoting, renewals and consulting.
• Property and casualty edition — a platform for quoting small commercial business.
• Digital proposals — automates the quote and renewal process through proposals, benchmarking, claims analysis and pricing.
• Related Zywave tools — sits alongside an agency management system, marketing and lead generation products, and technology integrations.

Who it works with

Insurance brokers and agencies, including benefits brokers and commercial property and casualty producers.

Key facts

• Vendor: Zywave, an insurance technology provider.
• Product family: sold within the Sales Cloud grouping, next to Client, Content and Analytics clouds.
• Recent direction: the vendor's site now promotes an AI-agent platform called Apex.