Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
BambooHR
No
BuildOps
No
CMiC
No
ClockShark
No
ExpenseIt
No
Flashtract
No
Followup CRM
No
IntelliShift
No
Kojo
No
Manufacton
No
Integrations
BambooHR
Yes
BuildOps
Yes
CMiC
Yes
ClockShark
Yes
ExpenseIt
Yes
Flashtract
Yes
Followup CRM
Yes
IntelliShift
Yes
Kojo
Yes
Manufacton
Yes
Pricing Details
$129 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
DataXchange
Founded
2015
Country
United States
Website
dataxchange.trimble.com
Product Features
Product Features
Integration
Dashboard
No
ETL - Extract / Transform / Load
Yes
Metadata Management
Yes
Multiple Data Sources
Yes
Web Services
Yes
iPaaS
AI / Machine Learning
No
Cloud Data Integration
No
Dashboard
No
Data Quality Control
No
Data Security
No
Drag & Drop
No
Embedded iPaaS
No
Integration Management
No
Pre-Built Connectors
No
White Label
No
Workflow Management
No