PerfectQuote vs. SmartCompliance Comparison


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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 Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.
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 Property management, construction, commercial real estate, franchise management, brokers, government, insurance consultants, education and more
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 View more images or videos	Screenshots and Videos View more images or 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 4.0 / 5 ease 4.0 / 5 features 4.3 / 5 design 4.0 / 5 support 4.7 / 5 Read all reviews
	Pros & Cons from Real Users Pros Optical character recognition (OCR) The service is available anytime and anywhere with an internet connection. - Vendors can directly upload their COIs to the system; I receive notifications. - Very detailed in setting up new vendor accounts. I like it because it faster scans most of the information. Also adds it from the template for me so I don't have as much Data Entry to do. This way I save a lot of time. Cons It is difficult to track certificates with different coverage dates for various types of insurance on certain policies. Smart Compliance does not read Farm Bureau Insurance certificates which means that our insurance compliance and certificate management tracking are segregated. - I have not seen how to create an Excel spreadsheet (create a report) with all vendors' contact info at a glance. It will read words and numbers that are not there or will cross over the line into the next section to pull information into the wrong spot.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information PerfectQuote United States perfectquote.io	Company Information SmartCompliance United States smartcompliance.co
Alternatives Planlined BART Technologies Inc	Alternatives BrandWide Soffront Corporation
INSXCloud My1HR	TrustLayer
EbixEnterprise Ebix	CertFocus
Decision Master Warehouse Zywave	myCOI
InsuredMine View All	Predict360 360factors View All
Categories Insurance Analytics Supported	Categories Audit Supported Certificate of Insurance (COI) Tracking Supported Compliance Supported Construction Management Supported Franchise Management Supported Insurance Analytics Supported Insurance Risk and Compliance Supported Lease Management Supported Operational Risk Management Supported Policy Management Supported Real Estate Property Management Supported Reporting Supported
	Show More Features Audit Features Alerts / Notifications Supported Audit Planning Not Supported Compliance Management Supported Dashboard Supported Exceptions Management Supported Forms Management Supported Issue Management Supported Mobile Access Supported Multi-Year Planning Not Supported Risk Assessment Supported Workflow Management Supported Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Not Supported Audit Management Supported Compliance Tracking Supported Controls Testing Supported Environmental Compliance Not Supported FDA Compliance Not Supported HIPAA Compliance Not Supported Incident Management Not Supported ISO Compliance Not Supported OSHA Compliance Not Supported Risk Management Supported Sarbanes-Oxley Compliance Not Supported Surveys & Feedback Supported Version Control Supported Workflow / Process Automation Supported Construction Management Features Accounting Integration Supported Budget Tracking/Job Costing Supported Change Orders Not Supported Commercial Supported Contract Management Supported Contractors Supported CRM Not Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Not Supported Mobile Access Supported Offline Access Not Supported Residential Supported RFI & Submittals Not Supported Subcontractor Management Supported Timesheets Not Supported Franchise Management Features Appointment Scheduling Not Supported Automatic Re-ordering Not Supported Commission Management Not Supported Construction Tracker Supported Contract Management & Signature Not Supported CRM Not Supported Franchise Intranet Not Supported Job Scheduling Not Supported LMS / Training Not Supported Marketing Not Supported Onboarding Not Supported Online Store Not Supported Reputation Management Not Supported Website Manager Not Supported Lease Management Features Billing & Invoicing Supported Commercial Leases Supported Contact Management Supported Landlord Database Supported Lease Classification Supported Portfolio Management Supported Property Management Supported Residential Leases Supported Retail Leases Supported Sublease Management Supported Tenant Database Supported Policy Management Features Approval Process Control Supported Attestation Supported Audit Trails Supported Policy Creation Supported Policy Library Supported Policy Metadata Management Not Supported Policy Training Not Supported Reporting / Analytics Supported Version Control Supported Workflow Management Supported Real Estate Property Management Features Billing & Invoicing Supported Commercial Properties Supported Contact Management Supported Credit Check Not Supported Expense Management Not Supported Insurance Management Supported Landlord Database Not Supported Late Fee Calculation Not Supported Lease Management Supported Maintenance Management Supported Owner Portal Supported Payment Processing Not Supported Portfolio Management Supported Rent Tracking Not Supported Residential Properties Supported Tax Management Not Supported Tenant Database Supported Tenant Portal Supported Vacancy Tracking Not Supported Website Management Not Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Not Supported Forecasting Not Supported Marketing Reports Not Supported OLAP Not Supported Report Export Supported Sales Reports Not Supported Scheduled / Automated Reports Supported
Integrations Lemonade Not Supported MRI Software Not Supported	Integrations Lemonade Supported MRI Software Supported View All 2 Integrations
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