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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 InsuredMine?

Insurance agents can enhance the long-term value of their clients by utilizing digital tools such as insurance wallets, chatbots, and an interactive agent portal to boost policy sales and improve customer retention. These digital features are comprised of several components: 1. MOBILE APP - This includes a Policy Wallet, Push Notifications, Reminders, Agent Information, Insurance Cards, an Accident Checklist, a Home Risk Assessment tool, and a Customer Profile Builder. 2. AGENT PORTAL - This platform offers an Analytics Dashboard, a Renewal Tracker, a Deal Board, Email Integrations, Customer Chat capabilities, and Comprehensive Reports. 3. CHATBOT - This feature facilitates Agent Connection and provides AI-Driven Quotes, further streamlining the customer experience and improving service efficiency. Ultimately, the integration of these digital solutions can significantly enhance the effectiveness of insurance agents in managing their client relationships.

Media

Media

Integrations Supported

Integrations Supported

Go Integrator Cara
Nexsure Insurance Platform
Nylas
RingCentral Automatic Call Recording
Sonant
Twilio

API Availability

API Availability

Has API

Pricing Information

$129 per month

Pricing Information

$69per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
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

InsuredMine

Date Founded

2017

Company Location

United States

Company Website

www.insuredmine.com

Categories and Features

Insurance Analytics

Not specified

Categories and Features

AI Insurance

Not specified

Commercial Insurance

Broker / Agent Portal
Customer Portal
Document Management
Policy Management

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Email Marketing

A/B Testing
Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance Agency Management

Claims Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Analytics

Not specified

Insurance CRM

Not specified

Insurance Policy

Cancellation Tracking
Claims Tracking
Quotes / Estimates
Renewal Management

Insurance Underwriting and Rating

Broker / Agent Portal
Customer Portal
For Casualty Insurance
For Life Insurance
For Personal Insurance
Multi-State

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Marketing Automation
Policy Management
Quote Management

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