Our platform drives fast, accurate results when selecting benefit plans for an agency and their clients. Our differentiator is our proprietary tool that reads all carrier proposals.


What is PerfectQuote?

We are a cloud-based quoting platform designed to make quoting health insurance easy. Our patented technology enables agencies to automate the sales and renewal process across their entire block of business regardless of client size.

How is PerfectQuote different?

The vast majority of employee benefit carriers do not have quoting technology meaning the only way they can provide data is manually. Our main differentiator and most heavily used feature is our unique ability to ingest carrier proposals and extract and analyze the data for any size group, meaning an agency can literally take their actual proposals that come in, Word, PDF and Excel, import their files into PerfectQuote and our system will show you the plan and rate differences and allow you to create a comprehensive marketing analysis in seconds for your clients, saving you dozens of hours per client. You can do this for medical, dental, vision, life and disability products for all size clients across hundreds of carriers. We have a small group rating solution as well to help our agencies with their ACA and alt funded plans to round out the customer experience. Once plans are finalized in PerfectQuote, you can export the data to ben admin systems and AMS platforms.

Who is a good fit for PerfectQuote?

Brokers, General Agents and Carriers are who we support. We support all size agencies, from mom-and-pop shops up to national agencies. Agencies that leverage PerfectQuote are saving thousands of hours per year giving them back much needed time to do what they do best, grow their business and service their clients.

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Duration: 02:07

Posted: Monday, October 31, 2022

Video tags: Under 50 EEs, 51 - 100 EEs, 101 - 250 EEs, 251 - 500 EEs, 501 - 1000 EEs, 1001 - 2500 EEs, 2501 - 5000 EEs, Over 5000 EEs