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.
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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.
Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.
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 manual data entry while you upload hundreds of plan benefits and rate information on behalf of your clients.
Cloud-based technology that’s available wherever you are – perfect for team collaboration and those hard to reach clients.
Sleek and comprehensive user experience that shows you’re a tech-savvy, in-the-know industry expert working for them.
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!
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To learn more about PerfectQuote and schedule a demo, please complete the form below. We will respond within 1-2 business days.