Agency software that makes quoting health insurance easy.

PerfectQuote’s smart technology helps you sell and renew faster.

Eliminate manual work with a dynamic group benefits quoting platform.

PerfectQuote connects brokers, general agents, and carriers on a single platform so you can quote any carrier, any size group, instantly. No spreadsheets. No rework. Just faster, more accurate health insurance quoting.

Any carrier, any size groups.

Streamline your renewals
Shop and compare plans
Increase agency revenue
Eliminate human error
Integrate with third-party platforms
Win and retain clients

Brokers

Minimize data entry, eliminate rework, and deliver renewal proposals to clients in minutes, not hours.

PerfectQuote automates plan comparisons across carriers so your team can focus on relationships, not paperwork.

General agents

Give your broker network a competitive edge.

PerfectQuote strengthens your value proposition, increases your capacity to manage more business, and helps your brokers close more groups, faster.

Carriers

Distribute your products automatically to thousands of brokers through PerfectQuote's platform.

Reach more groups, accelerate your sales cycle, and get your plans in front of the right buyers at renewal time.

75% less data entry

PerfectQuote eliminates the manual spreadsheet work that slows down your team. Build and submit RFPs automatically so your producers spend more time selling.

50% faster quoting

Cut quoting time per client by 4 to 6 hours. With instant census submissions and plan comparisons across any carrier and group size, you can move from upload to proposal in a fraction of the time.

Calculate your
cost savings

See how much time PerfectQuote can save you on health insurance sales and renewals.

Top agencies trust PerfectQuote.

“We completed 5 renewals in 3 hours and had all the groups in the hands of their producers before noon. Prior to PerfectQuote that would have taken our Account Manager 5–7 days on top of his other work.”

5 renewals in 3 hours

“PerfectQuote has been a true partner ... They understand our business and the needs and have been a true differentiator for us!”

A true partner

“I feel like we are at the start of something big ... In a few years I believe if you’re not using PerfectQuote you will be in the minority.”

Start of something big

“PerfectQuote has saved our team so much time and stress heading into our busiest time of year. The level of service has been outstanding and we are so pleased with the consistent improvements to the system.”

Saved our team so much time

"I have never smiled so much in 4th quarter. 😊 I took a weekend and got 90% of 1/1 renewals loaded into PerfectQuote... This is the first time I will have had all of our groups have their renewals by November 1st."

John Doe4th Quarter Happiness