Features & Quick Stats
Key Features
- Instant plan comparisons
- Contribution modeling
- Digital sales and renewals
- Customized spreadsheet presentations
- AMS & BenAdmin integrations
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