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.

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.

Presentations look nice, but don't have a great PDF output.