PerfectQuote

PerfectQuote is an agency software designed to simplify the process of quoting health insurance. It is a dynamic group benefits quoting platform that caters to companies of any size, from small group to large market. Health insurance brokers, general agents, and carriers in various industries rely on PerfectQuote to streamline their quoting and renewal processes.

Key Features

Dynamic Group Benefits Quoting Platform: According to the vendor, PerfectQuote is a group benefits quoting platform that aims to eliminate manual work and streamline the quoting process for health insurance professionals. It allows users to shop and compare multiple small group medical options using the direct quoting tool.

Instant Plan Comparisons: The vendor claims that PerfectQuote enables users to instantly compare different health insurance plans, saving time and effort. The platform provides sorting, filtering, and curating options to help users find the best options for their clients.

Contribution Modeling: According to the vendor, PerfectQuote offers contribution modeling capabilities, allowing users to determine the financial contributions required from employers and employees for different health insurance plans. Users can easily adjust contribution levels and see how it affects the overall cost for both parties.

Digital Sales and Renewals: PerfectQuote facilitates digital sales and renewals, enabling users to complete the entire process online. Users can generate proposals, send them electronically to clients, and receive electronic signatures for streamlined sales and renewals.

Customized Spreadsheet Presentations: Users can create customized spreadsheet presentations using PerfectQuote, according to the vendor. This feature allows them to present plan options, contribution models, and other relevant information in a clear and tailored format for their clients.

AMS & BenAdmin Integrations: PerfectQuote integrates seamlessly with Agency Management Systems (AMS) and Benefits Administration (BenAdmin) platforms, as claimed by the vendor. This integration streamlines data management and eliminates the need for manual data entry across multiple systems.

Wide Coverage: According to the vendor, PerfectQuote is available in all 50 states, catering to the diverse needs of health insurance professionals nationwide. This ensures that users can access the platform regardless of their location.

Comprehensive Carrier Support: The vendor states that the platform supports over 200 carrier files, making it easy to shop, compare, spread, and purchase comprehensive benefits packages. Users can confidently offer a wide range of options to their clients.

Flexible Pricing Tiers: PerfectQuote offers different pricing tiers based on the user's needs and the size of their business, according to the vendor. From small group/ACA plans to custom enterprise pricing for larger organizations, users can choose the option that best suits their requirements.

Efficient Data Transfer: According to the vendor, PerfectQuote allows seamless data transfer between the platform and preferred AMS or BenAdmin systems. This feature saves time and reduces the risk of errors associated with manual data entry.