For carriers

Receive every broker opportunity, , including Supplemental Health benefits, without changing how you work.

Reply to RFPs, share proposals, and deliver quotes for Medical, Dental, Vision, Accident, Critical Illness, and Hospital Indemnity, all directly from your inbox.

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Respond directly from your inbox with RFP workflows

The simplest way to respond to broker requests. RFPs arrive in your inbox with all details included; just reply with your quote.

PerfectQuote organizes everything automatically, giving carriers visibility into leads, wins, and broker feedback.

PROPOSAL READER

Make quotes broker-ready with our Proposal Reader

Our proprietary technology ensures your proposals are instantly broker-ready.

The Proposal Reader supports 400+ carrier proposal formats, so brokers can shop, compare, and present your plans accurately—without you having to reformat a thing.

SUPPLEMENTAL HEALTH BENEFITS

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.

Features

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

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.

Win more broker opportunities, with less effort.

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