PerfectQuote vs. Terra Comparison


PerfectQuote	Terra	+	+
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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 Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance.
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 Risk managers, TPAs, PEOs, self-insured
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 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 Supported Live Online Supported In Person Supported
Company Information PerfectQuote United States perfectquote.io	Company Information Terra United States terra.insure/
Alternatives Planlined BART Technologies Inc	Alternatives A1 Tracker A1 Enterprise
INSXCloud My1HR	RiskVille
EbixEnterprise Ebix	FileHandler Enterprise JW Software
Decision Master Warehouse Zywave	Cloud Claims APP Tech
InsuredMine View All	Five Sigma View All
Categories Insurance Analytics Supported	Categories Claims Processing Supported Insurance Agency Management Supported Insurance Analytics Supported Insurance Claims Management Supported Insurance Risk and Compliance Supported Integrated Risk Management Supported Risk Management Supported
	Show More Features Claims Processing Features Adjustor Management Not Supported Case Management Supported Claim Resolution Tracking Not Supported Co-Pay & Deductible Tracking Not Supported Compliance Management Supported Customer Management Supported Electronic Claims Supported Forms Management Supported Paper-Based Claims Supported Payor Management Supported Policy Administration Supported Insurance Agency Management Features Claims Management Supported Commission Management Not Supported Contact Management Supported Document Management Supported Insurance Rating Not Supported Life & Health Not Supported Policy Management Supported Property & Casualty Supported Quote Management Not Supported Insurance Claims Management Features Claims tracking Supported CRM Supported Customer portal Supported Document management Supported EDI data exchange integrations Supported Electronic claims Supported Fraud management Supported Reporting Supported Integrated Risk Management Features Audit Management Not Supported Compliance Management Not Supported Dashboard Supported Disaster Recovery Not Supported Incident Management Supported IT Risk Management Not Supported Operational Risk Management Supported Risk Assessment Supported Safety Management Not Supported Vendor Management Not Supported Risk Management Features Alerts/Notifications Not Supported Auditing Supported Business Process Control Not Supported Compliance Management Not Supported Corrective Actions (CAPA) Supported Dashboard Not Supported Exceptions Management Not Supported Internal Controls Management Not Supported IT Risk Management Not Supported Legal Risk Management Not Supported Mobile Access Not Supported Operational Risk Management Not Supported Predictive Analytics Not Supported Reputation Risk Management Not Supported Response Management Not Supported Risk Assessment Supported
Integrations Bottomline Digital Banking Not Supported ImageRight Not Supported Ledger Nano X Not Supported Salesforce Not Supported	Integrations Bottomline Digital Banking Supported ImageRight Supported Ledger Nano X Supported Salesforce Supported View All 5 Integrations
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