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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

The math is simple. Our customers report an average savings of 400 hours per year after implementing their first connector. No more duplicate data entry. No more costly errors. No more mind-numbing copy/paste repetition in spreadsheets. Data Xchange eliminates all the unnecessarily wasteful manual activity that keeps your teams from focusing on the most important task at hand. New integrations are launching every month to supercharge your back office, empower your field teams, and keep your project stakeholders accountable. Project-level integrations on Data Xchange deliver unparalleled project clarity across all project stakeholders and systems by ensuring each connected system is leveraging the most recent and accurate data. Owners, Architects, Engineers, GCs, and Subcontractors all get to stay in the systems they prefer, with full confidence that everyone else sees the same project data in their preferred systems.

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

Companies searching for a solution to automate benefits enrollment processes

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 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

DataXchange
Founded: 2015
United States
dataxchange.trimble.com

Alternatives

Planlined

Planlined

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Alternatives

INSXCloud

INSXCloud

My1HR

Categories

Categories

Integration Supported
iPaaS Supported

Integration Features

Dashboard Not Supported
ETL - Extract / Transform / Load Supported
Metadata Management Supported
Multiple Data Sources Supported
Web Services Supported

Integrations

BambooHR Not Supported
BuildOps Not Supported
CMiC Not Supported
ClockShark Not Supported
ExpenseIt Not Supported
Flashtract Not Supported
Followup CRM Not Supported
IntelliShift Not Supported
Kojo Not Supported
Manufacton Not Supported
Newforma ConstructEx Not Supported
RAKEN Not Supported
SAP Concur Not Supported
Sage 100 Contractor Not Supported
ServiceTitan Not Supported
Tenna Not Supported
Viewpoint Spectrum Not Supported
eSUB Not Supported

Integrations

BambooHR Supported
BuildOps Supported
CMiC Supported
ClockShark Supported
ExpenseIt Supported
Flashtract Supported
Followup CRM Supported
IntelliShift Supported
Kojo Supported
Manufacton Supported
Newforma ConstructEx Supported
RAKEN Supported
SAP Concur Supported
Sage 100 Contractor Supported
ServiceTitan Supported
Tenna Supported
Viewpoint Spectrum Supported
eSUB Supported
Claim PerfectQuote and update features and information
Claim PerfectQuote and update features and information
Claim DataXchange and update features and information
Claim DataXchange and update features and information