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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

PerfectQuote is an innovative Insurance CPQ designed to accelerate the sales process for brokers and general agents by removing the tedious data entry associated with selling and renewing insurance policies. This platform offers support for a wide range of coverage options, including ACA/Small group medical across all 50 states, as well as large group medical, dental, life, and disability products from some of the most recognized carriers in the industry. With PerfectQuote®, users benefit from precise plan analysis and powerful comparison tools, along with modeling for enrollment and contributions, enabling them to export plan information easily to a streamlined spreadsheet or showcase it online effectively. In just seconds, brokers can evaluate hundreds of plans, helping clients secure the most suitable coverage at the best possible price. The platform simplifies the presentation of both medical and ancillary lines of coverage, allowing users to effortlessly track increases and decreases for critical decision-making across various benefits. By leveraging PerfectQuote®, insurance professionals can enhance their efficiency and provide superior service to their clients.

Description

Streamline the preparation of all your re/insurance data, encompassing Bordereaux management, MGA reporting, exposure management, fleet auto, aggregation, and clash, all backed by robust data quality assurance. Transform every insurance data source into reliable insights with the Quantemplate SaaS platform, ensuring that you can connect and refine your datasets, regardless of their inconsistencies. Establish data quality standards and swiftly identify any data failures, enabling you to address issues promptly. Efficiently consolidate numerous datasets with the help of intelligent mapping suggestions, and derive valuable customer, market, and pricing insights through versatile analytics tools, or easily export and share your refined data. With a unified cloud solution, you can integrate, automate, and analyze your data sources, achieving insights in mere seconds instead of months. This user-friendly cloud solution will certainly appeal to your IT team, offering full encryption, a comprehensive audit trail, and ISAE and ISO certifications. The zero-code interface empowers you to independently explore, experiment, and implement changes with ease, fostering greater agility in your data management processes. By leveraging these features, you can ensure that your organization remains at the forefront of data-driven decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$129 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PerfectQuote

Country

United States

Website

perfectquote.io

Vendor Details

Company Name

Quantemplate

Country

United Kingdom

Website

www.quantemplate.com

Product Features

Product Features

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