by Erika | Jul 27, 2026 | Implementation & Integration
What to Expect When Rolling Out Configure, Price, Quote SoftwareA CPQ implementation is the process of translating your product knowledge, pricing strategy and approval policies into a system that can configure, price and quote products or services accurately.It also...
by Erika | Jun 16, 2026 | Digital Transformation
Organizations generate thousands or even millions of documents every year. From customer communications and contracts to policies, invoices, statements, and compliance documents. These processes are often managed through a combination of emails, spreadsheets, shared...
by Erika | May 11, 2026 | Better CX
Document Automation Customer Experience Is the New Competitive Battleground Insurance has always been a relationship business. But today, those relationships are increasingly shaped by how fast, clear, and seamless every interaction feels. Not just the sales pitch or...
by Erika | May 6, 2026 | Implementation & Integration
Salesforce has retired its CPQ product for new customers and is rolling those capabilities into its broader Revenue Cloud platform. Existing customers can still use the CPQ, but feature development has slowed sharply and the gap between Salesforce and dedicated CPQ...
by Erika | May 5, 2026 | Product Tips
For many insurers, the biggest barrier to modernization isn’t budget, its disruption. Replacing a core policy or claims system is a multi-year, multi-million dollar undertaking, and most IT roadmaps simply don’t have room for that kind of upheaval. As a result,...