What is PerfectQuote?

PerfectQuote is a group benefits quoting platform that automates plan comparisons and streamlines renewals for insurance brokers, general agents, and carriers.

Who is PerfectQuote for?

PerfectQuote serves benefits brokers, general agents (GAs), and insurance carriers who need to quote and compare group health insurance plans faster and more accurately.

How much time does PerfectQuote save?

PerfectQuote reduces renewal processing time by 50–75% and quoting time per client by 4–6 hours. Users report 75% less data entry.

Agency software that makes quoting health insurance easy.

PerfectQuote’s smart technology helps you sell and renew faster.

Eliminate manual work with a dynamic group benefits quoting platform.

Any carrier, any size groups.

Brokers

Reduce renewal processing time by 50–75%.

Sell faster and with greater accuracy by minimizing data entry and rework.

General agents

Increase your close ratio by up to 25%.

Strengthen your value prop and increase your capacity to manage more business.

Carriers

Market plans to thousands of groups.

Automatically distribute products to brokers for an easier and faster sales cycle.

75% less data entry

Spend more time selling and less time in spreadsheets.

50% faster quoting

Reduce quoting time per client by 4–6 hours.

Calculate your
cost savings

See how much time PerfectQuote can save you on health insurance sales and renewals.

Top agencies trust PerfectQuote.

“We completed 5 renewals in 3 hours and had all the groups in the hands of their producers before noon. Prior to PerfectQuote that would have taken our Account Manager 5–7 days on top of his other work.”

5 renewals in 3 hours

“PerfectQuote has been a true partner ... They understand our business and the needs and have been a true differentiator for us!”

A true partner

“I feel like we are at the start of something big ... In a few years I believe if you’re not using PerfectQuote you will be in the minority.”

Start of something big

“PerfectQuote has saved our team so much time and stress heading into our busiest time of year. The level of service has been outstanding and we are so pleased with the consistent improvements to the system.”

Saved our team so much time

"I have never smiled so much in 4th quarter. 😊 I took a weekend and got 90% of 1/1 renewals loaded into PerfectQuote... This is the first time I will have had all of our groups have their renewals by November 1st."

John Doe4th Quarter Happiness