# CPQ Employee Benefits Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CPQ Employee Benefits Software - reviews, pricing plans, popular comparisons to other Quoting products and more. Source: https://www.capterra.com/p/10033847/CPQ-Employee-Benefits --- # CPQ Employee Benefits Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) CPQ Employee Benefits ## What is CPQ Employee Benefits? CPQ Employee Benefits is a quoting and proposal software for insurance brokers that streamlines the employee benefits process by providing direct access to carrier rates and plans across all states. The platform eliminates manual workflows that lead to errors while enabling brokers to configure multiple benefit options based on data-driven insights. CPQ Employee Benefits consolidates multiple carrier options into one simplified quoting workflow, allowing brokers to create custom-branded proposals efficiently. The system features tools for identifying optimal plan strategies for employers and integrates with numerous medical, dental, and vision carriers to accelerate the quote-to-card process. The platform helps brokers process more client groups without additional hiring while maintaining accurate rates throughout the quoting process. ## What is CPQ Employee Benefits used for? [Quoting](https://www.capterra.com/quoting-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CPQ Employee Benefits?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.zywave.com&name=CPQ Employee Benefits) ## FAQs about CPQ Employee Benefits Overview ### What company size and specific industries is CPQ Employee Benefits built for? CPQ Employee Benefits is designed for insurance brokers in the United States, making it a fit for companies operating in the insurance brokerage sector rather than a specific business size segment. Features and Usability ### What are the key features of CPQ Employee Benefits? CPQ Employee Benefits offers automated quoting, quotes and estimates, pricing and cost calculations, and proposal generation for employee benefits sales workflows. It also includes template management, customizable branding, customer history, real-time data, API access, and third-party integrations to support quote creation and system connectivity. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does CPQ Employee Benefits integrate with? CPQ Employee Benefits integrates with Employee Navigator and Vertafore Agency Platform. These catalog integrations connect the product to employee benefits administration and agency management workflows, giving teams two named third-party platform options within the supported integration set. Getting Started and Support ### What training and onboarding options does CPQ Employee Benefits offer? CPQ Employee Benefits provides live online sessions, webinars, documentation, and videos to support team training. Live online sessions and webinars offer guided instruction, documentation serves as written reference material, and videos support self-paced review of product features and setup steps. Getting Started and Support ### What customer support options does CPQ Employee Benefits offer? CPQ Employee Benefits provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback on support experience is available, so customer sentiment about response times, helpfulness, or common frustrations cannot be described from the catalog data provided. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. API Application programming interface that allows for integration with other systems/databases Automated Quoting Generate rule-based quotes for clients automatically Customer History Access previous interactions or concerns to maintain customer relationships Customizable Branding Add customized logos and colors to align with company branding Pricing and Cost Calculations Calculate rule-based prices for a product/service Proposal Generation Create proposals based on costs of labor and materials CPQ Employee Benefits 10 features Application programming interface that allows for integration with other systems/databases Generate rule-based quotes for clients automatically Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Calculate rule-based prices for a product/service Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Employee Navigator](https://www.capterra.com/p/135330/Employee-Navigator/)[ Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.