For carriers
Insurance Carrier Solutions & RFP Automation
Reply to RFPs, share proposals, and deliver quotes for Medical, Dental, Vision, Basic and Voluntary Life, Short- and Long-Term Disability, Accident, Critical Illness, and Hospital Indemnity, all directly from your inbox.
Respond directly from your inbox with RFP workflows
Traditional RFP workflows often require carriers to log into multiple systems, reformat proposals, and manually track submissions.
PerfectQuote eliminates that friction by delivering structured RFPs directly to your inbox, so your team can respond faster using the tools they already rely on. Everything is automatically organized, giving you real-time visibility into leads, wins, and broker feedback.
Make quotes broker-ready with our Proposal Reader
Our proprietary technology ensures your proposals are instantly broker-ready, without requiring your team to reformat or adjust existing documents.
The Proposal Reader uses structured data extraction and quote normalization to translate carrier-specific formats into a consistent, comparable view for brokers. Instead of relying on manual interpretation, brokers can easily evaluate plan details side by side, improving group benefits quoting accuracy and reducing the risk of misrepresentation during the quoting process.
The Proposal Reader supports 400+ carrier proposal formats, automatically standardizing data across documents so brokers can shop, compare, and present your plans with confidence and consistency.
Supplemental Health benefits, integrated, not optional
Supplemental Health benefits often go under-quoted, not because of demand, but because of fragmented workflows and inconsistent presentation formats.
PerfectQuote changes that.
By supporting structured quoting and proposal delivery for:
- Accident Insurance
- Critical Illness Insurance
- Hospital Indemnity Insurance
We make it easy for brokers to include your Supplemental Health benefits in every presentation—not just occasionally.
When Supplemental Health benefits become simple to present, it becomes easier to place.
Your existing proposal formats remain unchanged.
PerfectQuote normalizes variability across carrier files, enabling brokers to compare and present Supplemental Health benefits clearly, without additional lift from your team.
How PerfectQuote works for carriers
First
Receive RFPs, including Supplemental Health benefits, and send your proposals in the formats you already use.
Then
Reply via email with your quotes—no portals required.
Last
See where your quotes land with daily lead and win/loss reports.
PerfectQuote equips carriers with AI-powered insights that help them respond faster, stay organized, and improve broker win rates and engagement.
Make every proposal easier to send and win.
Delivered straight to your inbox
Supports 400+ proposal formats, including Supplemental Health benefits
Reply with quotes—no portals required
Automatic proposal tracking for brokers and carriers
Daily lead & win/loss reporting
Flexible connections: email, API, or CRM
FAQ
Are there costs or fees to work with PerfectQuote?
PerfectQuote’s carrier partnerships don’t require upfront fees or development work. Pricing is structured around the opportunities PerfectQuote helps deliver, rather than a flat licensing cost. Contact partners@perfectquote.io to discuss your specific line of business and how the partnership works.
Does PerfectQuote work with all carriers?
Yes. Our RFP Workflow supports 400+ carrier proposal formats across medical, dental, vision, life, and disability, so you can submit to brokers clearly and accurately.
Does my team need training?
No training is required. Your reps continue working as they always have—replying to RFP emails and attaching quotes.
What kind of reporting do I get?
Carriers receive daily lead reports showing where your quotes were included, how you compared against in-force plans, and win/loss insights to refine future proposals.
How does PerfectQuote protect data?
PerfectQuote safeguards data through a layered approach. We collect only necessary personal and health information, which is encrypted in transit with SSL and at rest, and stores it with 128-bit encryption. Access is limited through least privileged access and protected by commercially reasonable industry-standard security procedures to prevent unauthorized intrusion. Personal data is only disclosed to trusted affiliates, service providers, or as required by law, with contractual obligations ensuring confidentiality. Data is retained only as long as needed, then securely deleted or de-identified. Importantly, Protected Information is not used to train third-party AI models, and only anonymized data may be used for proprietary AI improvements.
Built for Leading Carriers
Featured, Partnerships, Technology
Featured, Partnerships, Technology
