Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
It's important to recognize that while CPQSync from Cincom may be a newcomer, the company itself boasts over half a century of experience and has been a player in the CPQ sector for around 25 years. This extensive history—comprising both achievements and setbacks—has shaped the creation of CPQSync, infusing it with valuable insights and knowledge. The integration of seasoned expertise with innovative, forward-looking ideas ensures that users and clients receive meaningful solutions that truly benefit them. CPQSync stands out as both a cloud-native and Microsoft Azure-native offering, marking a significant milestone for Cincom! The decision to transition to the cloud was driven by our commitment to enhancing customer experiences, both in terms of quality and variety. This cloud-based approach not only provides us with greater flexibility in our product vision but also enables us to adapt to shifting customer needs as the market landscape changes over time. Ultimately, this evolution reflects our dedication to continuous improvement and customer satisfaction.
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pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences.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
Yes
API Access
Has API
No
Integrations
Microsoft Azure
Yes
Microsoft Dynamics 365
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
Sonant
No
Zywave Sales Cloud
No
Integrations
Microsoft Azure
No
Microsoft Dynamics 365
No
Microsoft Power Automate
No
Microsoft Power BI
No
Sonant
Yes
Zywave Sales Cloud
Yes
Pricing Details
No price information available.
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)
Yes
Online Support
Yes
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
Cincom Systems
Founded
1968
Country
United States
Website
www.cincom.com/us/products/cpqsync
Vendor Details
Company Name
Zywave
Founded
1995
Country
United States
Website
www.zywave.com/sales-cloud/zywave-cpq-eb/
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
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