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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
We've streamlined the process for employers by offering comprehensive benefit packages that include full medical, dental, vision, and additional perks, all without the typical headaches or hidden charges. Experience substantial savings and exceptional, contemporary benefits designed for both you and your workforce. If your team appreciates complimentary smart toothbrushes along with excellent dental care, they'll be thrilled with our collaboration with Beam Dental. We've reimagined the conventional health plan to enhance its value. Our approach eliminates complexities related to co-insurance and referrals, driven by a straightforward goal: to provide comprehensive coverage that exceeds expectations. Say goodbye to outdated networks; all our offerings are PPO Plus, granting you access to the expansive Sana Care ecosystem and provider network, while allowing you the flexibility to choose any provider without incurring out-of-network costs. We ensure that you receive a clear breakdown of what you're getting, how much it will cost, and the reasons behind it, presenting only the essential information without any fluff. Manage your organization's benefits with unprecedented ease and efficiency, making the entire process user-friendly and accessible for everyone involved.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Sana
Founded
2017
Country
United States
Website
sanabenefits.com
Product Features
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management