Overview
PerfectQuote is a cloud-based Group Insurance CPQ (Configure, Price, Quote) platform that enables benefits brokers and general agents to digitally procure, analyze, and sell group health insurance faster and error-free. Founded in 2017 by insurance industry veterans Justin Sylvester and Aaron Snyder, the company was born from firsthand experience with the inefficiencies of traditional quoting methods.
The platform transforms the benefits quoting process by eliminating manual data entry and automating error-prone tasks. PerfectQuote can intake carrier quote files in any format and synchronize benefits information with leading insurtech partners, generating perfectly accurate, structured digital data that makes plan and rate comparisons easily understandable and transparent.
PerfectQuote is trusted by several of the top 10, 100, and 500 largest agencies in the United States, supporting more than 125,000 employer groups. With 14 of the top 20 largest U.S.-based firms using the platform, PerfectQuote has established itself as a leading solution in the group benefits market, enabling carriers to leverage a frictionless digital distribution experience.
Products & Services
PerfectQuote CPQ Platform
Core cloud-based quoting and proposal platform that streamlines the sale and presentation of medical and ancillary insurance for agencies, general agencies, and carriers.
Key Features
- Dynamic group benefits quoting for any carrier and group size
- Multi-carrier quoting without data entry
- Automated plan shopping and comparison tools
- Powerful contribution modeling
- Instant proposal generation and analysis
- Support for small/large group medical and ancillary products
Target Users: Benefits Brokers, General Agents
RFP Solution
Enhanced Request-for-Proposal toolset that modernizes broker-carrier communication and streamlines underwritten employee benefits quotes.
Key Features
- Email-based workflow allowing brokers to submit RFPs to any carrier from within the platform
- Automatic parsing and analysis of carrier proposals
- Single-click submission of group details, census files, and plan requests
- Centralized system for organized, comparable proposals
- Daily lead generation insights for carriers
- Analytics on quote volumes, close ratios, and regional trends
Target Users: Brokers, Carriers, Underwriters
Renewal Processing
Streamlined renewal management that reduces processing time significantly.
Key Features
- Automated renewal workflows
- 50-75% reduction in renewal processing time
- Error elimination through automation
- Up to 25% increase in close ratio
Target Users: Benefits Brokers, Account Managers
At a Glance
- Founded
- 2017
- Headquarters
- Austin, TX
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Quoting & Rating CPQ Software Benefits Administration
- Insurance Verticals
- Group Benefits Health
- Target Customers
- Brokers, General Agents (GAs), Carriers
Customers
- World Insurance Associates LLC
- 14 of the top 20 largest U.S.-based firms
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Last updated: 2026-03-25