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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 Ivans Insights?

Ivans Insights presents a unique offering in the insurance industry by providing essential agency insights that facilitate informed decision-making. This cutting-edge tool empowers carriers to efficiently analyze a range of data points, producing vital business and performance insights. By employing this resource, you can uncover agency information crucial for cultivating strategic partnerships. Explore agencies that fit your specific business goals and take a closer look at your agency's download business to pinpoint its strengths. Additionally, assess your current partner agencies to identify growth opportunities and potential obstacles using exclusive data that is not easily accessible elsewhere. By harnessing these insights, you can foster growth with both new and existing partnerships. Moreover, our platform allows you to search for new agencies tailored to your market segment, business attributes, policy details, geographical regions, and performance indicators. We also provide thorough monthly reports filled with in-depth agency information to keep you updated. With this comprehensive suite of features, Ivans Insights becomes an essential tool for agencies striving to strengthen their competitive advantage in the insurance market. Ultimately, leveraging our platform can significantly enhance your strategic positioning and operational effectiveness within the industry.

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

Ivans

Date Founded

1983

Company Location

United States

Company Website

www.ivans.com/for-carriers/products/ivans-insights/

Categories and Features

Categories and Features

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