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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Provide your advisors and policyholders with comprehensive, real-time guidance to help them select the most suitable coverage for their specific requirements. Utilize cutting-edge data to make a significant impact in the industry. Facilitate remote operations through intelligent applications. Enhance distribution and customer service to deliver unparalleled experiences for your clients. Equip your organization with new skills and knowledge across all business areas. Operate within our secure cloud environment or on-premises, ensuring enterprise-level data anonymization, traceability, and compliance with regulations such as IDD and GDPR. Effortlessly integrate with your existing systems through swift collaborations with partners like Salesforce, Microsoft 365, and Guidewire. From policy acquisition to claims management, implement and oversee essential AI-driven processes in real-time without sacrificing the integrity of fraud detection. This holistic approach not only enhances operational efficiency but also fosters a culture of innovation within the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

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

Zelros

Founded

2016

Country

France

Website

www.zelros.com

Product Features

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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