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.
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 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:
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.
PerfectQuote normalizes variability across carrier files, enabling brokers to compare and present Supplemental Health benefits clearly, without additional lift from your team.
Receive RFPs, including Supplemental Health benefits, and send your proposals in the formats you already use.
Reply via email with your quotes—no portals required.
See where your quotes land with daily lead and win/loss reports.
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
There are several options available. Contact partners@perfectquote.io.
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.
No training is required. Your reps continue working as they always have—replying to RFP emails and attaching quotes.
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.
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.