+
+

Related Products

  • MedRight
    22 Ratings
    Visit Website
  • DrayMaster
    1 Rating
    Visit Website
  • Buildxact
    246 Ratings
    Visit Website
  • AestheticsPro
    684 Ratings
    Visit Website
  • RXNT
    551 Ratings
    Visit Website
  • AdvancedMD
    2 Ratings
    Visit Website
  • P3Source
    16 Ratings
    Visit Website
  • Jama Connect
    379 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Gradelink SIS
    995 Ratings
    Visit Website

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

Without meaningful collaboration, brokers and carriers are stuck in an endless back and forth over emails and spreadsheets, with little time to talk strategy. We’re the shared solution that helps them be more efficient, effective, and ultimately productive. Whether a renewal or new business, ThreeFlow addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation. ThreeFlow is a new category of enterprise software that allows brokers and carriers to manage renewals and new business in one shared system. We account for the nuanced workflows and dynamic relationships across brokers, carriers, third-parties, and clients, and provide shared visibility to enable brokers and carriers to deliver the best possible outcomes for their mutual clients.

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

Insurance carriers and benefits brokers that want to manage renewals and new business in one shared system

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

ThreeFlow
Founded: 2018
United States
www.threeflow.com/why-threeflow

Alternatives

INSXCloud

INSXCloud

My1HR

Alternatives

ASPIRE Health

ASPIRE Health

Artivatic.ai

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim PerfectQuote and update features and information
Claim PerfectQuote and update features and information
Claim ThreeFlow and update features and information
Claim ThreeFlow and update features and information