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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 EbixEnterprise?

EbixEnterprise operates as a comprehensive solution for managing insurance, streamlining policy management across its entire life cycle. The platform includes six essential components: Customer Relationship Management (CRM), a health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These interconnected elements ensure that data flows smoothly to meet various business needs. SmartOffice CRM allows organizations to effectively manage details about agents and brokers, commission systems, sales processes, and state licensing information. Additionally, the Online Quoting Portal, known as HealthConnect, serves as an exceptional marketplace for the trading of health insurance and employee benefits. Moreover, EbixEnterprise Administration provides a powerful policy management system, supplying users with the essential tools to oversee policies, outline insurance plans, and keep track of relevant rate information. This all-encompassing strategy not only boosts operational efficiency but also fosters enhanced decision-making throughout the organization. Ultimately, EbixEnterprise positions itself as a pivotal asset for businesses looking to optimize their insurance management practices.

Media

Media

Integrations Supported

Virtual Cabinet

Integrations Supported

Virtual Cabinet

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

Ebix

Date Founded

1976

Company Location

United States

Company Website

www.ebix.com/ebix-enterprise

Categories and Features

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