Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Zywave’s perspective on technology is more ambitious and expansive than ever before. Discover insights from our CEO, Jason Liu, regarding our latest acquisition and how Zywave is at the forefront of innovation in the insurance industry, aimed at enhancing your operational efficiency and improving profitability. Learn how our advanced technology can free up your time, enabling you to prioritize what truly matters – providing exceptional advice to your clients. By leveraging our sales management and client delivery tools, along with our unmatched content resources, you can create a remarkable experience for your customers. Step away from conventional practices as a benefits broker. Whether your needs lie in healthcare analytics, compliance, content creation, or human resources, we offer the solutions necessary to solidify your role as a reliable advisor. Transform into an essential consultant for your clients by utilizing our risk management, modification analysis, compliance, and content offerings to deliver strategic insights and distinguish your agency in a competitive market. By harnessing our resources effectively, you can elevate your service level and strengthen your position as a trusted partner in the industry.
Description
Incorporate insurance intelligence into your applications to enhance cross-selling potential or establish an insurance marketplace. Enrich user profiles with comprehensive insurance data sourced directly from providers. Gain insights into assets, coverage options, and risk assessments to discover innovative methods to add value to your services. Collaborate with Canopy Connect's partners to tap into new revenue streams in the insurance sector, offering solutions that vary from pay-per-click models to fully branded insurance agency offerings. Impress your users with intuitive interfaces that facilitate seamless sharing of insurance details, utilizing either our user experience design or your own. Serving customer-centric companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers, and beyond, we empower users to effortlessly and securely share their insurance information through connections with the nation's leading carriers. Our system imports and organizes insurance documents, policy specifics, contact details, driver information, and claims histories, enhancing the critical information available to you. By leveraging our technology, you can ensure a streamlined experience that meets the evolving needs of your clients.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce Sales Cloud
Integrations
ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce Sales Cloud
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1,000 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Zywave
Country
United States
Website
www.zywave.com/content-cloud/broker-briefcase-pc-edition/
Vendor Details
Company Name
Canopy Connect
Country
United States
Website
www.usecanopy.com/solutions/embedded-insurance
Product Features
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management
Product Features
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management