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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 Kay?

Kay.ai functions as an operational assistant powered by AI, specifically developed for insurance brokers, agencies, and underwriters, helping to automate tedious back-office chores to improve overall productivity. The platform effortlessly connects with current technologies like agency management systems, carrier portals, emails, PDFs, and CRMs to execute various tasks, such as providing quotes for commercial lines including BOP, GL, auto, and property, renewing personal lines portfolios, generating ACORD forms, issuing certificates of insurance, updating policy information, and entering data on carrier websites. With a design philosophy centered around the simplicity of "logging in, completing forms, and handling all the monotonous data-entry tasks," Kay.ai streamlines workflows for more than 100 carriers and any AMS/CRM, thus negating the necessity for intricate integrations. Users can delegate repetitive activities linked to browsing, document management, form filling, and service tasks, enabling staff to focus on more impactful client interactions. Consequently, Kay.ai not only increases efficiency but also revolutionizes the manner in which insurance professionals manage their time and resources, fostering a more client-centric approach to service delivery. This innovative tool represents a significant shift in operational practices within the insurance sector.

Media

Media

Integrations Supported

Amazon Web Services (AWS)

Integrations Supported

Amazon Web Services (AWS)

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

Kay

Date Founded

2024

Company Location

United States

Company Website

www.kay.ai/

Categories and Features

Categories and Features

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