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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$129 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PerfectQuote
United States
perfectquote.io

Company Information

DataXchange
Founded: 2015
United States
dataxchange.trimble.com

Alternatives

INSXCloud

INSXCloud

My1HR

Alternatives

Categories

Categories

Integration Features

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

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
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