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Description

A comprehensive software solution designed for insurance brokers, carriers, and HR departments to streamline business operations. Employee Navigator partners with top insurance brokers and carriers across the country to offer cutting-edge benefits and HR software tailored for businesses of all sizes. Become part of the rapidly expanding benefits and HR platform that over 1,000 brokers and 27,000 companies have already embraced. Moreover, Employee Navigator’s SOC2 Type II certification is a testament to our dedication to maintaining security, integrity, confidentiality, and privacy in all our services. This commitment ensures that our clients can trust us with their sensitive information while optimizing their HR and benefits processes.

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pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences.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

ADP Celergo Yes 
ADP DataCloud Yes 
ADP Enterprise HR Yes 
ADP Global Payroll Yes 
ADP Mobile Solutions Yes 
ADP Streamline Yes 
ADP Workforce Now On the Go Yes 
APS Payroll Yes 
AgencyBloc AMS+ Yes 
AllianceHCM Yes 
Lattice Yes 
NextAgency for Health & Life Insurance Yes 
NextBee Yes 
Paycor Yes 
Paylocity Yes 
Sonant No 
Wisely by ADP Yes 
Zywave Sales Cloud No 
isolved Yes 

Integrations

ADP Celergo No 
ADP DataCloud No 
ADP Enterprise HR No 
ADP Global Payroll No 
ADP Mobile Solutions No 
ADP Streamline No 
ADP Workforce Now On the Go No 
APS Payroll No 
AgencyBloc AMS+ No 
AllianceHCM No 
Lattice No 
NextAgency for Health & Life Insurance No 
NextBee No 
Paycor No 
Paylocity No 
Sonant Yes 
Wisely by ADP No 
Zywave Sales Cloud Yes 
isolved No 

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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Employee Navigator

Founded

2008

Country

United States

Website

www.employeenavigator.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

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

Product Features

Benefits Administration

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

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management Yes 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets No 
Training Management No 

Insurance Agency Management

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

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