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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

The calculations are straightforward. Clients consistently report saving an average of 400 hours annually after adopting their initial connector. This means no more redundant data entry, no more expensive mistakes, and no more tedious copy/paste tasks in spreadsheets. Data Xchange effectively removes all the unnecessary manual efforts that hinder your teams from concentrating on their most vital objectives. Each month, new integrations are introduced to enhance your back office operations, empower your field teams, and ensure accountability among project stakeholders. With project-level integrations on Data Xchange, you achieve unmatched clarity across all stakeholders and systems, as it guarantees that each connected system utilizes the most up-to-date and accurate information. Owners, Architects, Engineers, General Contractors, and Subcontractors can continue using their preferred systems, confident that everyone involved has access to the same accurate project data in their chosen platforms. This seamless collaboration fosters a more efficient workflow, allowing teams to focus on delivering successful project outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BambooHR
BuildOps
CMiC
ClockShark
ExpenseIt
Flashtract
Followup CRM
IntelliShift
Kojo
Manufacton
Newforma ConstructEx
RAKEN
SAP Concur
Sage 100 Contractor
ServiceTitan
Tenna
Viewpoint Spectrum
eSUB

Integrations

BambooHR
BuildOps
CMiC
ClockShark
ExpenseIt
Flashtract
Followup CRM
IntelliShift
Kojo
Manufacton
Newforma ConstructEx
RAKEN
SAP Concur
Sage 100 Contractor
ServiceTitan
Tenna
Viewpoint Spectrum
eSUB

Pricing Details

$129 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PerfectQuote

Country

United States

Website

perfectquote.io

Vendor Details

Company Name

DataXchange

Founded

2015

Country

United States

Website

dataxchange.trimble.com

Product Features

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

iPaaS

AI / Machine Learning
Cloud Data Integration
Dashboard
Data Quality Control
Data Security
Drag & Drop
Embedded iPaaS
Integration Management
Pre-Built Connectors
White Label
Workflow Management

Alternatives

Alternatives

INSXCloud Reviews

INSXCloud

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