ABOUT PERFECTQUOTE®

PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment.

Any Carrier. Any Size Group. Instant Analysis.

Reach out to schedule a demo today.

WHY CHOOSE PERFECTQUOTE®

Streamline your renewals

Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online.

Instant analysis

Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.

Increase agency revenue

Eliminate time relating to non-revenue generating tasks like spreadsheeting. Agencies who use PerfectQuote can get up to 90% of their time back so they can sell more and faster!

Eliminate human error

Eliminate manual data entry while you upload hundreds of plan benefits and rate information on behalf of your clients.

Access it anywhere

Cloud-based technology that’s available wherever you are – perfect for team collaboration and those hard to reach clients.

Engage your clients

Sleek and comprehensive user experience that shows you’re a tech-savvy, in-the-know industry expert working for them.

WHAT IS AVAILABLE TO YOU?

PERFECTQUOTE® BENEFITS

99%
More Plan Options

90%
Faster

16:1 ROI
Broker Firm Return

100%
Coolness Factor

1,000,000

PLANS ANALYZED AND COUNTING

The insurance industry is evolving.
PerfectQuote® helps you evolve with it.

Our revolutionary Insurance CPQ technology brings your business up to speed. Feel comfortable leveraging both traditional and digital experiences, and eliminate the need for data entry. It’s the perfect solution for today’s health insurance brokers and GAs.

You can quote us on that!

PerfectQuote® was created in Austin, TX by brokers for brokers. We recognized that the insurance industry was evolving, but the technology available wasn’t (it was nonexistent). So we built it!

Are You Ready For PerfectQuote®?

Please contact us to inquire about which options are right for you.

Please fill out the form below so that we can get your
organization using PerfectQuote immediately.












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    Contact Us

    To learn more about PerfectQuote and schedule a demo, please complete the form below. We will respond within 1-2 business days.