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What is PerfectQuote?

PerfectQuote is a cutting-edge Insurance CPQ designed to expedite the sales process for brokers and general agents by eliminating the burdensome data entry that often accompanies the selling and renewing of insurance policies. This versatile platform accommodates a diverse array of coverage options, encompassing ACA/Small group medical across all 50 states, as well as large group medical, dental, life, and disability products from some of the industry's top carriers. Users of PerfectQuote® enjoy the advantages of detailed plan analysis and robust comparison tools, along with modeling capabilities for enrollment and contributions, which facilitate the easy export of plan information to a streamlined spreadsheet or effective online presentation. Brokers can assess hundreds of plans in mere seconds, thus assisting clients in finding the most appropriate coverage at the most competitive price available. The platform also simplifies the display of both medical and ancillary coverage lines, enabling users to effortlessly monitor fluctuations for informed decision-making across various benefits. By utilizing PerfectQuote®, insurance professionals significantly boost their productivity and deliver exceptional service to their clientele, ultimately transforming the way insurance sales are conducted. This innovative approach not only saves time but also enhances the overall client experience.

What is Contactability?

Our goal is to optimize your strategy for acquiring customers and boost profitability. We attract and create traffic from some of the top insurance websites, including SmartFinancial.com and UnitedStatesInsurance.com. The approach we use is quite simple: we locate highly interested insurance shoppers as they navigate the internet. We then encourage them to fill out a comprehensive application that includes 35 questions related to their current insurance coverage and contact information. This consumer information goes through a meticulous screening and verification process using tools like LeadiD/Jornaya, xVerify, RealValidation, and our own distinctive human verification system. After prospects are pre-qualified, they are quickly sent to your agency, fully prepared for quoting. We guarantee that insurance clients are matched with the most effective channels for conversion, and all application details are forwarded to you via leads, calls, or clicks. By utilizing this streamlined system, your agency can achieve a notable enhancement in the quality of leads and overall conversion rates. Consequently, this will empower your business to grow and reach new heights in the competitive insurance market.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$129 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PerfectQuote

Company Location

United States

Company Website

perfectquote.io

Company Facts

Organization Name

Contactability

Date Founded

2012

Company Location

United States

Company Website

www.contactability.com

Categories and Features

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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