PerfectQuote vs. Zywave CPQ vs. Benefitter

• If your goal is efficiency, PerfectQuote is your solution. According to brokers testing the platform in a live environment, PerfectQuote was more than 5.5x faster than Benefitter and almost 6x faster than ZyWave CPQ

• All three solutions provide Small Group (ACA) support, but PerfectQuote is the only solution that fully supports Mid-to-Large Market Groups and all traditional Ancillary products

• PerfectQuote's Quote Upload capabilities and comparison tools eliminate the need to go back-and-forth between spreadsheets, and it's the only platform that will generate a client-ready presentation

Zywave CPQ, Benefitter, and PerfectQuote all have the capability to pull quotes for fully insured medical coverage for small groups, but there are some key differences in how each platform handles alt/level-funded plans, ancillary plans, and their ability to compare plan renewals and alternatives.

• Both Benefitter and Zywave have some support for generating ancillary and level-funded quotes for select carriers and plans, but don't have the ability to include quotes from other carriers/plans in their final export
• PerfectQuote has the ability to display Alt/Level-Funded and Ancillary products via our Quote Upload tool and generate the full presentation without manual data entry
• Some important things to note: Since PerfectQuote uses 'live' carrier proposals and our ACA rating API, brokers are not required to build or maintain a library/database. The PerfectQuote platform is also structured to easily support dual/triple/quadruple option medical plans and show multiple combinations of options intrinsically

PerfectQuote was built to generate efficiencies, and nowhere are the benefits of our approach more obvious than for Mid-to-Large Market and Large Groups. That's why we say we support any carrier, any size group.

• Zywave and Benefitter don’t provide support for these larger groups within their platforms, which means you’ll still need to spend time manually entering quote data into spreadsheets, comparing plans, and creating a final presentation
• When it comes to creating presentations for Mid-to-Large Market groups, the only CPQ software that can make a difference is PerfectQuote. It’s truly an all-in-one solution for any carrier, any size group

• Both Zywave and PerfectQuote allow for customized presentation options (your firm’s presentation structure and branding) – Benefitter does not
• PerfectQuote provides the option of remote presentation tools – allowing a dynamic, interactive client presentation that could replace spreadsheets
• This presentation view supports live changes to contribution modeling for Medical, Dental and Vision to assist in budgeting/contribution strategies discussions with clients

• Zywave boasts an impressive list of integrations and its own suite of broker management products – but the benefits here aren't as big as they might seem
• If the plan sold isn't stored in your quoting software, integration won't help much. ZyWave and Benefitter only store data for small group Medical and limited Ancillary products (plus a small sampling of alt-funded plans), so other plan data will have to be refreshed manually
• Because your groups' full plan data is stored in PerfectQuote (Small Group, Ancillary, Alt/Level-Funded, Mid-to-Large Market Groups), integrations with PerfectQuote will save 100% of your time – and money

Data assumes 1,000 employer groups and 1 ½ hour per group to refresh data in a single software platform (1,500 total hours per year), with an estimated total cost of $50,000 annually. Cost savings assumes a 60/40 split between Small Group and Mid-to Large Market groups, with 60% of time allocated to Ancillary data refresh.