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PerfectQuote

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12 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.5
Serving customers since
2017

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PerfectQuote Reviews

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EF
E F.
11/16/2023
Validated Reviewer
Review source: Organic

Insurance Broker

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!
DC
Danielle C.
11/06/2023
Validated Reviewer
Verified Current User
Review source: Organic

Excellent Ongoing Support & Amazing system!

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!<br><br>Their customer service is always amazing! I can always expect a response quickly with wonderful service and support!!<br><br>Special thank you to Cassidy for all her hard work!
TG
Teresa G.
09/08/2023
Validated Reviewer
Verified Current User
Review source: Organic

PNW, Oregon Market

The potential is great for having the ability to download PDF quotes.

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HQ Location:
Austin, US

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What is PerfectQuote?

PerfectQuote is a cutting-edge platform designed to streamline the process of health insurance quoting for brokers and their clients. By integrating with major insurance carriers, it offers a comprehensive and efficient solution for managing and comparing health insurance options. The platform features real-time quoting, detailed plan comparisons, and a centralized location for managing quotes, making it easier for brokers to present the most suitable and cost-effective options to their clients. PerfectQuote aims to enhance productivity and accuracy in the insurance quoting process.

Details

Year Founded
2017