---
title: PerfectQuote Reviews
meta_title: 'PerfectQuote Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 12 reviews by the users' company size, role or industry to
  find out how PerfectQuote works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 12
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# PerfectQuote Reviews
**Vendor:** PerfectQuote  
**Category:** [Insurance Analytics Software](https://www.g2.com/categories/insurance-analytics)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 12
## 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 experience significant **business growth** through PerfectQuote, enabling them to focus on marketing and enjoy personal time. (1 reviews)
- Users praise the **responsive customer support** of PerfectQuote, ensuring timely resolutions and enhancing overall satisfaction. (1 reviews)
- Users appreciate the **efficiency** of PerfectQuote, allowing for timely renewals and improved marketing opportunities. (1 reviews)
- Users find the **visualization ease** of PerfectQuote transforms their renewal process, significantly enhancing productivity and enabling better planning. (1 reviews)

**What users dislike:**

- Users experience **confusion** due to the inability to perform worksite tasks effectively with PerfectQuote. (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.


## 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?filters%5Bsentiment_snippet%5D=1319316&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+23%3A15%3A59+-0500&secure%5Bsession_id%5D=c04cb50a-b7c6-45c7-9ddd-ea1a12679f8e&secure%5Btoken%5D=970ccb04a3fce4c91dacca638bd4d9654a754c18cdbcf02f53e71577c28739f5&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 (3,681 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 (74 reviews)
  - [InsuredMine](https://www.g2.com/products/insuredmine/reviews) - 4.7/5.0 (16 reviews)