# PerfectQuote Reviews **Vendor:** PerfectQuote **Category:** [Insurance Analytics Software](https://www.g2.com/categories/insurance-analytics) **Average Rating:** 3.5/5.0 **Total Reviews:** 11 ## About PerfectQuote PerfectQuote is Group Insurance CPQ that helps benefits brokers and general agents procure, analyze and sell benefits insurance faster, error free and without any need for data entry. PerfectQuote is cloud-based software that supports a broker's entire book of business with small/large group medical and ancillary product lines, powerful contribution modeling, and works with all insurance carriers. Used by Top 50, Regional, Local firms, PerfectQuote is changing the benefits industry! ## PerfectQuote Pros & Cons **What users like:** - Users find that PerfectQuote significantly enhances **business growth** by streamlining renewals and allowing more time for marketing efforts. (1 reviews) - Users appreciate the **quick and effective customer support** of PerfectQuote, ensuring timely issue resolution and satisfaction. (1 reviews) - Users are thrilled with the **efficiency** of PerfectQuote, enabling timely renewals and freeing up time for marketing efforts. (1 reviews) - Users value the **visualization ease** of PerfectQuote, allowing better goal management and more time for marketing efforts. (1 reviews) **What users dislike:** - Users report **confusion** due to the inability to manage worksite effectively, hindering their overall experience. (1 reviews) ## PerfectQuote Reviews ### 1. I have never SMILED so much during 4th quarter :) **Rating:** 4.5/5.0 stars **Reviewed by:** alyssa W. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2024 **What do you like best about PerfectQuote?** 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. **What do you dislike about PerfectQuote?** Being unable to do worksite is the downside so far. **What problems is PerfectQuote solving and how is that benefiting you?** spreadsheeting out quoting and renewals. ### 2. PerfectQuote is not what we thought.. **Rating:** 0.5/5.0 stars **Reviewed by:** Mike A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about PerfectQuote?** Presentations look nice, but don't have a great PDF output. **What do you dislike about PerfectQuote?** Cluncky to set up and use. Be careful of a long contract period. **What problems is PerfectQuote solving and how is that benefiting you?** Ease of new buinsess and renewal quoting for small group, level funded, large group and ancillary benefits. ### 3. PNW, Oregon Market **Rating:** 1.0/5.0 stars **Reviewed by:** Teresa G. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about PerfectQuote?** The potencial is great for having the ability to download PDF quotes. **What do you dislike about PerfectQuote?** 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 difference conversation **What problems is PerfectQuote solving and how is that benefiting you?** specifically, the sytem has not performed as we were led to believe, and we've encountered difficulties with each and every group we've attempted to quote. It appears that there are multiple unresolved items that Perfect Quote will need time to work out. Given our contstraints at our agency, we find it challenging to allocate the time required for the Perfect Quote IT team to address each issue individually as these are not quick items. The majority of our PDFs have errored out and the Perfect Quote IT team needs time to review. Some they have, and were able to resolve and some they are not. We encountered a bigger issue with the Oregon United Healthcare plans with in Perfect Quote were inaccurate and rates incorrect. While this was resolved in a timely manner, again, we were led to believe everything was set up and ready when we signed the contract with the Oregon Market. This shows clearly that Perfect Quote, in my opinion is not completely ready (plug and play) in the PNW. I think Perfect Quote needs more time to program for this area of the US. We are within our first 30 days of our contract, unfortunately, we asked for our contract to resinded and Perfect Quote is sticking to, you signed a 12 months contract. Be careful when signing a contract and ask for a 30 day review period before signing anything. ### 4. Insurance Broker **Rating:** 5.0/5.0 stars **Reviewed by:** E F. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2023 **What do you like best about PerfectQuote?** 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! **What do you dislike about PerfectQuote?** 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! **What problems is PerfectQuote solving and how is that benefiting you?** ACA small group quoting; spreading carrier and cross-carrier plan comparisons; plan data coming direct fom the carrier, so that I don't end up with input errors; All in all, it' just a time and headache saver!!! ### 5. Excellent Ongoing Support & Amazing system! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle C. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2023 **What do you like best about PerfectQuote?** 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 quicky with wonderful service and support!! Special thank you to Cassidy for all her hard work! **What do you dislike about PerfectQuote?** There is really nothing I can say bad about PQ I would highly recommend to any broker out there! **What problems is PerfectQuote solving and how is that benefiting you?** It helps me produce quoted spreadsheets in so much less time then before!! ### 6. Idea is good, can be hard to understand **Rating:** 2.0/5.0 stars **Reviewed by:** Cassie B. | Benefits Account admin, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about PerfectQuote?** That you can just upload your quotes and SBC. That it links to Benefitpoint to add plan chosen. **What do you dislike about PerfectQuote?** Not the mos riser friendly. We find information automatically created is not always correct. Still need to format spreadsheets. **What problems is PerfectQuote solving and how is that benefiting you?** Marketing quotes and visually creating quote comparisons a lot faster, importing plan information to Benefitpoint ### 7. Very user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about PerfectQuote?** 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 **What do you dislike about PerfectQuote?** Some of the presets aren't commonly what we use so I have to double check which option is toggled **What problems is PerfectQuote solving and how is that benefiting you?** It's convenient to have all the client's information that you need for quoting to be in one place and easy to access ### 8. Great tool to be productive **Rating:** 4.0/5.0 stars **Reviewed by:** Cassie B. | Client Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2022 **What do you like best about PerfectQuote?** How seamless the integration is and how it removes many manual steps that are time consuming. This helps to elongate errors that may happen. **What do you dislike about PerfectQuote?** The start up integration is time consuming if you dont use all of benefit point features. **What problems is PerfectQuote solving and how is that benefiting you?** Comparing quotes and integrating the chosen plan into Benefitpoint for plan maintence ### 9. Perfect Quote Review **Rating:** 4.0/5.0 stars **Reviewed by:** Jill L. | Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2022 **What do you like best about PerfectQuote?** The ease of putting quotes in and preparing for options **What do you dislike about PerfectQuote?** I am not able to pull in associations quotes **Recommendations to others considering PerfectQuote:** Helps with producing information timely **What problems is PerfectQuote solving and how is that benefiting you?** I am able to produce quotes much quicker ### 10. Great team to support OUR team! **Rating:** 4.5/5.0 stars **Reviewed by:** Sandy K. | Director, Small Group Benefits, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2021 **What do you like best about PerfectQuote?** PefectQuote has great leadership and great people working for them. Their team is smart, dedicated, and they really listen to how we use the system, which helps them have great suggestions during our training times. **What do you dislike about PerfectQuote?** The hardest thing about using PQ vs a carrier quoting site is the network education. If quoting through a carrier site, there are more resources at your fingertips to understand the network options available, how they work in order to guide the client decision. **What problems is PerfectQuote solving and how is that benefiting you?** Fast quoting in small markets, easy access to SBC's, site is very engaging when clients are reviewing options with us. ### 11. Overall a great experience! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2021 **What do you like best about PerfectQuote?** Easy to use; allows me to be very efficient with my time as I can handle more business with less admin effort for each client **What do you dislike about PerfectQuote?** Can be complicated in some areas as there are certain parts that require some focus **What problems is PerfectQuote solving and how is that benefiting you?** Being able to analyze and compare plans, benefits and rates quickly and accurately. Removing manual data entry. ## PerfectQuote Discussions - [What is PerfectQuote used for?](https://www.g2.com/discussions/what-is-perfectquote-used-for) - [View PerfectQuote pricing details and edition comparison](https://www.g2.com/products/perfectquote/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+23%3A03%3A58+-0500&secure%5Bsession_id%5D=2f989ef3-ece0-4f72-8799-e6e17c9f1a4c&secure%5Btoken%5D=89c6a39f718b0e106e1785aa6b7791352fcc1737fc9e88d993ebbe02c511c96a&format=llm_user) ## PerfectQuote Features **Additional Functionality** - Cloud - Dashboard **Basics** - Reporting **Content** - Automation **Data** - Visualization **Interoperability** - Pre-Built Connectors **Performance** - Reporting ## Top PerfectQuote Alternatives - [Tableau](https://www.g2.com/products/tableau/reviews) - 4.4/5.0 (3,533 reviews) - [SAS Fraud, Anti-Money Laundering & Security Intelligence](https://www.g2.com/products/sas-sas-fraud-anti-money-laundering-security-intelligence/reviews) - 4.2/5.0 (42 reviews) - [InsuredMine](https://www.g2.com/products/insuredmine/reviews) - 4.7/5.0 (16 reviews)