Managing RFPs has never been easier. Send requests to carriers directly from PerfectQuote, keep every response organized, and compare underwritten quotes alongside medical and ancillary plans.
No more juggling emails or spreadsheets—just faster answers and cleaner client presentations.
Our one-of-a-kind technology is the fastest and most accurate way to sell a comprehensive benefits package. The Proposal Reader supports over 400+ carrier proposals to help you shop, compare, spread and purchase.
Supplemental Health benefits are often excluded from presentations, not because employers don’t want them, but because quoting and plan variability make them harder to include.
PerfectQuote simplifies Accident, Critical Illness, and Hospital Indemnity quoting so you can:
When Supplemental Health benefits become easy to present, it becomes easy to sell.
Create your RFP in PerfectQuote.
Sort, filter, compare, and curate the best options, including Medical, Ancillary, and Supplemental Health benefits.
Present a clean, customized spreadsheet to your client.
Available in all 50 states
Instant plan comparisons
Contribution modeling
RFP submissions and tracking
Customized spreadsheet presentations
AMS & BenAdmin integrations
$141 / user / month
$217/ user / month
$272/ user / month
PerfectQuote’s Proposal Reader is a proprietary, one-of-a-kind technology specifically designed to read carrier proposal files and SBCs. The Proposal Reader quickly and accurately scans and extracts plan details and rates from any medical and/or ancillary carrier proposals. Once the data is extracted, the application displays all relevant information from the files and creates the unique analysis and presentation experience—without having to key data.
PerfectQuote’s RFP Workflow makes it easy to create, send, and manage carrier requests directly in the platform. All group details, census files, and plan requests are packaged and sent to carriers with a single click. Carrier responses flow back into PerfectQuote automatically, keeping every proposal organized and ready to compare alongside your medical and ancillary options—without juggling endless emails or spreadsheets.
In today’s digital world, we understand the importance of protecting our customer’s data.
The PerfectQuote application is cloud-based and leverages nationally-recognized service providers, including Amazon Web Services. Our development team follows best development practices and security protocols, including following OWASP Top 10 practices. They also conduct regular penetration testing and are annually audited for SSAE 18 SOC 2 Type 2 compliance.
PerfectQuote requires multi-factor authentication login for its internal stakeholders and offers this functionality to its customers. We also offer workplace data management security services.
At PerfectQuote we are continually investing and innovating the platform. Our roadmap initiatives rely heavily on the feedback received from our customers. Key initiatives focus on greater flexibility for firm-specific preferences and workflows as well as integrations with third-party platforms.
PerfectQuote does not support worksite benefits at this time. PerfectQuote supports small group medical, large group medical, dental, vision, basic life, voluntary life, STD, and LTD.
We provide a default template. For an additional fee, PerfectQuote can create a branded spreadsheet for your agency which includes custom logos, color schemes and declaration pages. PerfectQuote can also accommodate a highly customized, agency-specific spreadsheet if needed.
Yes. Not only have we built a library of training walkthrough videos, we offer live training sessions for several of the subscriptions. If needed, an agency can purchase additional training sessions as well.
Our training and support team have deep insurance backgrounds; they have either been an account manager at a brokerage firm, sold insurance or have the role of quoting benefits.
Yes! PerfectQuote provides on-going support for all our clients. We offer weekly office hours. These sessions are open to all clients for ad-hoc question-and-answer sessions and advanced training.