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ROI test

    Small Group (1-50 Lives)

    Mid-Market (51-150 Lives)

    Large Market (151+ Lives)

    Client Counts

    Avg spreadsheet time per client

    Don't know it? Industry average is 6 hours.

    Don't know it? Industry average is 10 hours.

    Don't know it? Industry average is 30 hours.

    Avg Hourly Employee Rate

    Firm License Type

    ACA licenses support Small Group Medical; ACA+ licenses support Small Group Medical and Ancillary products; Flagship licenses support Small and Large Group, Alt Funded plans, and Ancillary products.

    Number Of User Licenses

    Number of license vary depending on your book of business and level of support, but we start with 1 license per 75 groups.

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    Detailed Overview

    Producers Who Are Not Using PerfectQuote SMALL GROUP (1-50 LIVES) MID-MARKET (51-150 LIVES) LARGE MARKET (151+ LIVES) Total
    Client Counts
    Avg spreadsheet time per client
    Total hours spent
    Percentage of time spreadsheeting per client 100%
    Avg Hourly Employee Rate
    Estimated Cost
    Avg Cost Per Client
    Average Cost Per Client
    Total Cost
    Producers Who Are Using PerfectQuote SMALL GROUP (1-50 LIVES) MID-MARKET (51-150 LIVES) LARGE MARKET (151+ LIVES) Total
    Client Counts
    Avg spreadsheet time per client
    Total hours spent
    Percentage of time spreadsheeting per client 100%
    Avg Hourly Employee Rate
    Estimated Cost
    Avg Cost Per Client
    Average Cost Per Client
    Total Cost
    Projected Time Savings (hours) By Using PerfectQuote Work Hours Work Weeks
    PerfectQuote Cost User Licenses Fee (User/Month)* Annual Cost
    Total Costs (Spreadsheeting + PerfectQuote)
    Total Cost Savings By Using PerfectQuote
    Cost Savings Percentage By Using PerfectQuote
    *Based on a pre-paid, annual user license fee

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