PerfectQuote Reviews & Product Details

The ability to do almost all of our work—from quoting to renewals—within one system is a big plus. It offers user-friendly ways to enter information and provides very useful outputs for our clients as well as our team. It’s also interactive, which is very helpful. Review collected by and hosted on G2.com.

It does not do self-funded very well, so it make it hard for half of our book of business. The system can be a little clunky and has a user learning curve. While it talks to our other system BP, it sometimes can duplicate plans when we have to make changes within PQ to adjust dates Review collected by and hosted on G2.com.

I took last weekend and got 90% of 1/1 renewals loaded into Perfect quote (our larger groups we did separate because they are self-funded). This is the first time I have I will have had all of our groups send their renewals by November 1st. I honesty wasn't sure how much time it would save after being jaded from a previous software but it TRULY DID!

I was always spreadsheeting into December. I feel so great and have such a handle of where we are in 4th quarter, I actually have time to do more marketing campaigns for potential new sales before the end of the year. I’m usually so overwhelmed with everything renewal related during 4th quarter that marketing has always been really difficult to do, but now I can make it a priority! I’m beyond excited and SOOO grateful for Perfect Quote! It’s a total game changer!

And I feel like I’ll be able to enjoy the holidays with my family and actually take a few days off too! A WIN WIN all around!

Also, customer service is solid. They respond pretty quickly make sure you issue is solved. Review collected by and hosted on G2.com.

Being unable to do worksite is the downside so far. Review collected by and hosted on G2.com.

Presentations look nice, but don't have a great PDF output. Review collected by and hosted on G2.com.

Clunky to set up and use. Be careful of a long contract period. Review collected by and hosted on G2.com.

The potential is great for having the ability to download PDF quotes. Review collected by and hosted on G2.com.

It is not completely functional for Oregon carriers or Associations. It would have been better if the Sales Rep would have explained this and we could have had a different conversation about Our agency working with Perfect Quote as a partnership in helping get up to date with the PNW, Oregon carriers. Totally different conversation. Review collected by and hosted on G2.com.

OH, my g'ness! It makes renewals so easy! It takes just a short amount of time and devotion to learn, but once you do, life is SO much easier, especially in 4th quarter! I use PQ mostly for fully insured small group quoting and comparison in TX and for that, it's a BREEZE! And on the few level-funded small groups, being able to import the renewal into the current plans is AWESOME! The only issues I have found after using PQ for over 2 years are penny-off (or rounding) discrepancies in prices/rates, which of course are editable, if needed. Customer service, while not immediate, is very helpful and is timely, usually within an hour. I highly recommend PQ for anyone needing help with cross-carrier quoting and/or renewal comparisons! Review collected by and hosted on G2.com.

Not having enough time to be able to learn all of its functions! I would like to see the ability to renew within the system, but I have heard that that (full integration) is coming soon with several carriers. YAY! Review collected by and hosted on G2.com.

I love how fast and easy it is to get not only a small group quote from the system but also upload Large group quotes to spreadsheet as well! Not to mention how much faster it is to spread Ancillary too!

Their customer service is always amazing! I can always expect a response quickly with wonderful service and support!!

Special thank you to Cassidy for all her hard work! Review collected by and hosted on G2.com.

There is really nothing I can say bad about PQ I would highly recommend to any broker out there! Review collected by and hosted on G2.com.

That you can just upload your quotes and SBC. That it links to Benefitpoint to add plan chosen. Review collected by and hosted on G2.com.

Not the most user-friendly. We find information automatically created is not always correct. Still need to format spreadsheets. Review collected by and hosted on G2.com.

The program is very user friendly and easy to understand. It's laid out so you know where everything is at and where to click Review collected by and hosted on G2.com.

Some of the presets aren't commonly what we use so I have to double check which option is toggled Review collected by and hosted on G2.com.

How seamless the integration is and how it removes many manual steps that are time consuming. This helps to elongate errors that may happen. Review collected by and hosted on G2.com.

The start up integration is time consuming if you dont use all of benefit point features. Review collected by and hosted on G2.com.

The ease of putting quotes in and preparing for options Review collected by and hosted on G2.com.

I am not able to pull in associations quotes Review collected by and hosted on G2.com.