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.
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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organization using PerfectQuote immediately.
“Holy s#&t! This is f$(king amazing. This is a game changer!”
“PerfectQuote allows our agents to easily sift through and organize our ancillary offerings and level funded quotes. I feel like we are at the start of something big, like how the ben admin surge happened. In a few years I believe if you’re not using PerfectQuote you will be in the minority.”
“PerfectQuote has been a true partner and has helped to elevate our operation and create efficiencies in our operation. They understand our business and the needs and have been a true differentiator for us!”
“I wanted to thank PQ team for wonderful system as well as outstanding support. This system is truly valuable to professionals in this business.”
“I just wanted to give a shout out to Dan on your team; his service today was amazing!!! He was so helpful and professional I can not thank him enough for the level of service he provided and thought you should know!”
“We are seeing a great improvement with time management and finding all the neat things it can do to make our processes smoother.”
How One of the Biggest Brokerage Firms in the Country used PerfectQuote to Gain Efficiency
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During the summer months when brokers and clients go on vacations, delays and miscommunications are
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PerfectQuote joins the Orange Partner Program PerfectQuote and BenefitPoint have had a two-way integration for
Read More...To learn more about PerfectQuote and schedule a demo, please complete the form below. We will respond within 1-2 business days.
