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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

LTC Quote Plus, the successor to StrateCision's highly regarded LTC Quote program, sets a new benchmark in the industry for evaluating LTC policy rates. This innovative tool allows users to obtain quotes tailored for individuals or couples, encompassing nearly all available LTC insurance plans. Users can select various benefit levels, including unique riders associated with specific policies. The program facilitates the creation of both singular and comparative proposals, accommodating up to six on a single page. Additionally, it provides supplementary illustrations such as the implications of delaying coverage, how inflation protection can enhance benefits, and different premium alternatives. The quotes are tailored to specific states and aim to reflect the outputs of carriers' software accurately. StrateCision's LTC Quote Plus boasts numerous enhancements stemming from user feedback, such as the ability to save and retrieve proposals. Users can preview all illustrations on-screen, search for plans that match their desired benefits, and arrange them according to ascending premiums. Furthermore, the program allows for synchronized benefits for spouses and makes it easy to email illustrations directly to clients, ensuring a seamless experience. This comprehensive approach not only streamlines the process but also empowers agents to provide more personalized service.

Description

Experience the industry's only comprehensive and integrated solution designed to revolutionize your quoting and renewal processes. By simplifying intricate and time-consuming tasks, you can fully harness the growth potential of your agency. The configuration, pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences. Zywave CPQ - Benefits stands out as a market leader with its cutting-edge solution that automates crucial steps in a benefits buyer's journey. With insights driven by data, you can configure a variety of benefit options, offering valuable strategic insights for your clients. Enhance the quoting process with immediate access to carrier pricing, accompanied by the ability to create professional, custom-branded proposals. In essence, adopting Zywave CPQ - Benefits empowers you to elevate your sales and service capabilities, ultimately driving significant growth for your agency. This innovative approach not only improves efficiency but also transforms the way brokers interact with their clients, fostering a more satisfying overall experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Sonant No 
Zywave Sales Cloud No 

Integrations

Sonant Yes 
Zywave Sales Cloud Yes 

Pricing Details

$25.00/month/user
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

StrateCision

Country

United States

Website

www.ltca.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com/sales-cloud/zywave-cpq-eb/

Product Features

Insurance Policy

Cancellation Tracking No 
Claims Tracking No 
Policy Generation No 
Policy Issuance No 
Policy Processing No 
Quotes / Estimates Yes 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management No 
Underwriting Management Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating Yes 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating Yes 
Customer Portal No 
For Casualty Insurance No 
For Health / Medical Insurance Yes 
For Life Insurance No 
For Personal Insurance No 
Multi-State Yes 
Multiple Line Rating Yes 

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