Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Brokers and general agents searching for an insurance CPQ solution to sell faster by eliminating data entry
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Audience
Companies searching for a solution to automate benefits enrollment processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$129 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPerfectQuote
United States
perfectquote.io
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Company InformationDataXchange
Founded: 2015
United States
dataxchange.trimble.com
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Categories |
Categories |
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Integration Features
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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Integrations
BambooHR
BuildOps
CMiC
ClockShark
ExpenseIt
Flashtract
Followup CRM
IntelliShift
Kojo
Manufacton
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Integrations
BambooHR
BuildOps
CMiC
ClockShark
ExpenseIt
Flashtract
Followup CRM
IntelliShift
Kojo
Manufacton
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