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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences.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.

Description

eHealthApp allows brokers and consultants to stand out by efficiently collecting health information. The broker can use the collected information to obtain health underwritten quotations and allow the broker to analyze it to determine the best fit for their group clients. TPA's, GA and Carriers can sponsor eHealthApp brokers in a way that does not hurt the competition, increases underwriting accuracy and makes products more widely accessible. Contact us today to request a demo and learn more about eHealthApp.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Digital Pharmacist No 
Sonant Yes 
Zywave Sales Cloud Yes 

Integrations

Digital Pharmacist Yes 
Sonant No 
Zywave Sales Cloud No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

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 Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

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

Vendor Details

Company Name

eHealthApp

Founded

2003

Country

United States

Website

www.ehealthapp.com

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 

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration No 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
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 No 
Customer Portal Yes 
For Casualty Insurance No 
For Health / Medical Insurance Yes 
For Life Insurance No 
For Personal Insurance No 
Multi-State Yes 
Multiple Line Rating No 

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