Add your census and your carrier proposals.
Sort, filter, compare and curate.
Present your spreadsheet.
Available in all 50 states
Instant plan comparisons
Contribution modeling
Digital sales and renewals
Customized spreadsheet presentations
AMS & BenAdmin integrations
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.
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.