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Description
PerfectQuote is an innovative Insurance CPQ designed to accelerate the sales process for brokers and general agents by removing the tedious data entry associated with selling and renewing insurance policies. This platform offers support for a wide range of coverage options, including ACA/Small group medical across all 50 states, as well as large group medical, dental, life, and disability products from some of the most recognized carriers in the industry. With PerfectQuote®, users benefit from precise plan analysis and powerful comparison tools, along with modeling for enrollment and contributions, enabling them to export plan information easily to a streamlined spreadsheet or showcase it online effectively. In just seconds, brokers can evaluate hundreds of plans, helping clients secure the most suitable coverage at the best possible price. The platform simplifies the presentation of both medical and ancillary lines of coverage, allowing users to effortlessly track increases and decreases for critical decision-making across various benefits. By leveraging PerfectQuote®, insurance professionals can enhance their efficiency and provide superior service to their clients.
Description
Streamline the preparation of all your re/insurance data, encompassing Bordereaux management, MGA reporting, exposure management, fleet auto, aggregation, and clash, all backed by robust data quality assurance. Transform every insurance data source into reliable insights with the Quantemplate SaaS platform, ensuring that you can connect and refine your datasets, regardless of their inconsistencies. Establish data quality standards and swiftly identify any data failures, enabling you to address issues promptly. Efficiently consolidate numerous datasets with the help of intelligent mapping suggestions, and derive valuable customer, market, and pricing insights through versatile analytics tools, or easily export and share your refined data. With a unified cloud solution, you can integrate, automate, and analyze your data sources, achieving insights in mere seconds instead of months. This user-friendly cloud solution will certainly appeal to your IT team, offering full encryption, a comprehensive audit trail, and ISAE and ISO certifications. The zero-code interface empowers you to independently explore, experiment, and implement changes with ease, fostering greater agility in your data management processes. By leveraging these features, you can ensure that your organization remains at the forefront of data-driven decision-making.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$129 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PerfectQuote
Country
United States
Website
perfectquote.io
Vendor Details
Company Name
Quantemplate
Country
United Kingdom
Website
www.quantemplate.com