CPQ Employee Benefits 2026: Benefits, Features & Pricing

CPQ Employee Benefits is a comprehensive quoting and proposal tool designed for insurance brokers. It assists in streamlining employee benefits offerings and providing strategic insights to employers. The platform is accessible to insurance professionals across the United States, enhancing quoting and renewal processes.

The platform provides direct access to carrier rates and plans nationwide, enabling brokers to price medical, dental, and vision carriers simultaneously. It enables teams to reduce repetitive tasks across multiple carrier sites. Brokers can configure various benefit options based on data-driven insights to meet specific employer requirements and identify suitable carriers and plan designs.

CPQ Employee Benefits allows operators to streamline the proposal creation process by allowing brokers to generate custom-branded presentations quickly. The tool enables insurance professionals to manage more small groups, supporting business growth and improving client retention through accurate rates and simplified processes.