Joined September 2023 | Last Updated July 2024
PerfectQuote’s smart technology helps you quote and sell health insurance easily and renew faster.
Features & Quick Stats
How PerfectQuote Helps Independent Agents/Brokers: We automate the quoting and RFP Process for insurance agencies, GAs, and insurance carriers. We provide multi-carrier quoting, proposal analysis, and presentations without any data entry. The PerfectQuote platform can create time savings ranging from 50% – 75%, reduce E&O exposure, and decrease employee burnout.
Integrations: Employee Navigator, BenefitPoint, Next Agency
Key Features:
- Instant plan comparisons
- Contribution modeling
- Digital sales and renewals
- Customized spreadsheet presentations
- AMS & BenAdmin integrations
Website: perfectquote.io
Contact: [email protected]
Headquarters: Austin, TX
Number of Employees: 15
Area of Operations: All 50 States
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