PerfectQuote

PerfectQuote is an innovative agency software designed to optimize the quoting process for health insurance. This platform aids brokers and agents in selling and renewing policies more efficiently, ultimately improving agency productivity and revenue. With its Proposal Reader technology, users can quickly shop and compare a vast array of options by simply uploading carrier proposal files.

The platform allows users to input census data and leverage various sorting and filtering options, streamlining the presentation of critical information. PerfectQuote supports multiple types of insurance products, including small group, large group, dental, vision, and life insurance, thus accommodating a wide range of client needs.

Key features of PerfectQuote include robust data security, cloud-based storage for easy access to information, and seamless integration with third-party platforms, ensuring a comprehensive solution for health insurance agencies. Continuous product development ensures that the software remains up-to-date with industry standards.

Overall, PerfectQuote is designed to reduce quoting time by up to 50%, enabling agencies to provide better service levels and achieve significant time savings. The pricing structure varies based on user requirements, with different plans available to suit various business sizes.