Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online.
Instant analysis
Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.
Increase agency revenue
Eliminate time relating to non-revenue generating tasks like spreadsheeting. Agencies who use PerfectQuote can get up to 90% of their time back so they can sell more and faster!
Eliminate human error
Eliminate manual data entry while you upload hundreds of plan benefits and rate information on behalf of your clients.
Access it anywhere
Cloud-based technology that’s available wherever you are – perfect for team collaboration and those hard to reach clients.
Engage your clients
Sleek and comprehensive user experience that shows you’re a tech-savvy, in-the-know industry expert working for them.