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About

PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment. Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online. Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.

About

Automate all your re/insurance data preparation, including Bordereaux management, MGA reporting, exposure management, fleet auto, aggregation and clash with integrated data quality assurance. Turn all of your insurance data sources into insights you can trust with the Quantemplate SaaS platform. Connect and cleanse your datasets, no matter how inconsistent or messy. Set data quality rules and quickly find failed data points. Rapidly bring together hundreds of datasets aided by smart mapping suggestions. Gain customer, market and pricing insights with flexible analytics tools, or export and share clean data. Integrate, automate and analyze your data sources, all in one cloud solution. Connect your datasets and gain insights in seconds, not months. A cloud solution your IT team will love. Fully encrypted, complete audit trail and ISAE and ISO accreditation. Zero-code interface allows you to freely explore, test and implement changes independently.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Brokers and general agents searching for an insurance CPQ solution to sell faster by eliminating data entry

Audience

Life insurance companies searching for an insurance data integration, automation validation and analytics solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$129 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

PerfectQuote
United States
perfectquote.io

Company Information

Quantemplate
United Kingdom
www.quantemplate.com

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Categories

Categories

Reinsurance Supported

Integrations

No info available.

Integrations

No info available.
Claim PerfectQuote and update features and information
Claim PerfectQuote and update features and information
Claim Quantemplate and update features and information
Claim Quantemplate and update features and information