PerfectQuote recently had the opportunity to sit down with Dana Wilcox, Operations Manager for HUB International Gulf South, and Emily Richmond, a former HUB GUS Consultant Specialist, for a question and answer session where we learned a lot about how PerfectQuote improved operations and sales activities for HUB GUS. Editor’s note: Emily Richmond is now the customer success manager for PerfectQuote.
Working from the beach this summer? Don’t get burned by E&Os
During the summer months when brokers and clients go on vacations, delays and miscommunications are more likely to happen. These miscommunications can result in errors that can end up in the final presentation […]
PerfectQuote and Vertafore Announce Strategic Partnership
PerfectQuote joins the Orange Partner Program PerfectQuote and BenefitPoint have had a two-way integration for some time – saving brokerage firms thousands every year in data entry costs. On June 2nd, 2021, Vertafore […]
Product Updates (2020)
2020: A Year of Big Changes In a spectacularly trying 2020, we at PerfectQuote were very busy adding even more efficiency and functionality to our Group Insurance CPQ solution. Below is a list […]
The Birth of Group Insurance CPQ: A History of PerfectQuote
Inspired by stories of founders working out of their garages at night, in 2017 Justin and his fellow co-Founder, Aaron Snyder, started on their journey to develop the application that would eventually be known as PerfectQuote with the motto, “Any carrier. Any size group. Instant analysis.” Their goal? To create software that could handle all the needs of a broker, whether sourcing new business or managing a renewal meeting from start to finish in one setting.
Four Things You Should Look For In A Group Insurance CPQ Solution
Four Things You Should Look For In A Group Insurance CPQ Solution Tips from PerfectQuote, the leading Group Insurance CPQ solution built by and for brokers. Group Insurance CPQ software is still a […]
The Benefits of Group Insurance CPQ: Efficiency & Dynamic Decision-Making
The Benefits of Group Insurance CPQ There are a lot of articles discussing how the group insurance industry can benefit greatly from incorporating CPQ software within the sales environment. The general consensus is […]
An Introduction to Group Insurance CPQ
What is CPQ? While you may not have heard the term CPQ, if you’re in sales, chances are it’s part of your DNA. CPQ (or Configure – Price – Quote) refers to the […]
PerfectQuote Announces an Integration Partnership with BenefitPoint.
PerfectQuote has partnered with BenefitPoint, a leading insurance benefits agency management system. The new integration creates a seamless exchange of benefit plan information that will automatically populate group information and plan attributes and rates […]
Digitize your insurance renewals to increase client retention.
Did you know that multi-sensory experiences build a sense of ownership? For example, at the Apple store, trainers who teach customers how to use Apple products in “One to One” workshops do not […]