
Benefits CPQ is Zywave's employee benefits quoting and proposal platform for brokers.
Benefits CPQ centralizes employee benefits quoting, renewals, and proposal creation for brokers, with directly sourced carrier rates and plans across all 50 states and side-by-side carrier comparisons.
Brokers produce custom-branded proposal presentations and enrollment booklets, import census data, and connect the platform with Employee Navigator and agency management systems.

Generates editable insurance proposals from quote documents.



PerfectQuote helps benefits brokers request carrier quotes, compare plans, and prepare client presentations.


PlansightAI helps benefits brokers run RFPs, compare carrier quotes, and prepare renewal presentations.


Benefits broker workflows for plan comparison, cost modeling, contribution analysis, and billing reconciliation.


Insurance workflow library for quote comparisons, policy review, coverage analysis, verification, and document generation.


PandaDoc CPQ is configure-price-quote software with proposals, approvals, and e-signature.


Insurance research assistant for coverages, forms, prospects, and carrier information.


Modular platform for partners to launch and manage insurance programs across multiple lines.


EZLynx Rating Engine is a comparative personal lines rater quoting hundreds of carriers from one entry.



Insurance coverage AI that answers questions, analyzes policies, and prepares cited work for brokers.


DealHub CPQ is the configure-price-quote platform of DealHub, part of its quote-to-revenue suite for sales teams selling through CRM-driven pipelines.


Personal insurance workflows for policy, quote, renewal, and coverage review.




ThreeFlow connects brokers, carriers, and general agencies for group benefits placement.


Compares insurance policies, quotes, applications, and agency records for discrepancies.



Insurance submission intake software that generates commercial ACORD forms and Excel output.

PerfectQuote helps benefits brokers request carrier quotes, compare plans, and prepare client presentations.

PlansightAI helps benefits brokers run RFPs, compare carrier quotes, and prepare renewal presentations.

Benefits broker workflows for plan comparison, cost modeling, contribution analysis, and billing reconciliation.

Insurance workflow library for quote comparisons, policy review, coverage analysis, verification, and document generation.

PandaDoc CPQ is configure-price-quote software with proposals, approvals, and e-signature.

Insurance research assistant for coverages, forms, prospects, and carrier information.

Modular platform for partners to launch and manage insurance programs across multiple lines.

EZLynx Rating Engine is a comparative personal lines rater quoting hundreds of carriers from one entry.

An insurance AI assistant that reviews case documents and prepares cited analyses for broker teams.

Insurance coverage AI that answers questions, analyzes policies, and prepares cited work for brokers.

DealHub CPQ is the configure-price-quote platform of DealHub, part of its quote-to-revenue suite for sales teams selling through CRM-driven pipelines.

Personal insurance workflows for policy, quote, renewal, and coverage review.

CPQ Cloud enterprise software offering.

PL Rating is Vertafore's comparative personal lines rater for quoting hundreds of carriers from one entry.

ThreeFlow connects brokers, carriers, and general agencies for group benefits placement.

Compares insurance policies, quotes, applications, and agency records for discrepancies.

An AI assistant for insurance brokers and underwriters that answers coverage questions and analyzes policy documents.

Insurance submission intake software that generates commercial ACORD forms and Excel output.

Configure Price Quote competing enterprise offering.
