Vertafore/PerfectQuote Partnership Boosts Efficiency for Benefits Brokers

BenefitPoint customers can now more easily leverage PerfectQuote’s Group Insurance CPQ software solution to manage their entire benefits procurement, analysis, and sales presentation efforts. 

(Image source: PerfectQuote website.)

Vertafore (Denver), a provider of distribution-related insurance technology, has announced a strategic partnership with PerfectQuote through its Orange Partner Program. With this partnership, Vertafore says its BenefitPoint customers can now more easily leverage PerfectQuote’s Group Insurance CPQ software solution to manage their entire benefits procurement, analysis, and sales presentation efforts.

Vertafore characterizes the two-way integration between PerfectQuote and BenefitPoint as creating a seamless exchange of information, enabling benefits brokers to:

Aaron Snyder, President and COO, PerfectQuote.

  • Update each solution with critical information in near real time to account for changes that are inevitable in the rapidly changing insurance landscape
  • Use data in both solutions to reduce the time required for client-ready sales presentations
  • Eliminate data entry errors and save valuable time spent on redundant tasks when company benefits decision data is automatically uploaded in either solution.

“Benefits brokers and their teams are always looking for ways to minimize cumbersome, mundane and error-prone tasks that create inefficiencies within the sales process, so that they can focus on providing better value-added services to their clients,” comments Aaron Snyder, president and COO, PerfectQuote. “By partnering with BenefitPoint, we are able to provide an integrated technology stack that these specialized businesses can use to optimize workflows, eliminate redundancy, and increase sales, all within a seamless environment.”

Transforming Benefits Insurance with InsurTech 

The partnership aims to address the specific needs of benefits brokers, which differ from those of agencies operating in the property/casualty market. Vertafore notes that decisions related employee benefits play a critical role in employment strategy. Employers are weighing the costs to their business against the talent they can attract and keep, and they look to agents to provide the right advice in this high-stakes aspect.

Vertafore’s BenefitPoint solution—which the vendor claims is the only agency management solution built specifically for the benefits space—helps agencies manage their unique challenges. The solution standardizes and automates processes and workflows, reports and tracks revenue, and enhances business reporting. The vendor reports that seven of the top 10 benefits brokers use BenefitPoint.

Amy Zupon, CEO, Vertafore.

PerfectQuote is designed to help brokers and general agents sell faster by eliminating the data entry required to sell and renew insurance. PerfectQuote works with a broker’s entire book of business by supporting several lines of coverage, including ACA/small group medical across all 50 states and large group medical, dental, life, and disability products with the industry’s most popular carriers.

Vertafore says the integration of PerfectQuote with BenefitPoint will enable agencies to increase revenue and profitability, while improving customer loyalty. “PerfectQuote shares our mission of transforming the way insurance operates through the use of smart and easy-to-use technology,” comments Amy Zupon, chief executive officer at Vertafore. “This partnership with PerfectQuote will deliver tremendous value to our benefits insurance customers looking for ways to modernize and grow their businesses.”

New Member of Vertafore’s Orange Partner Program 

Vertafore reports that PerfectQuote is the newest member of the Vertafore Orange Partner Program, which was created in 2019 to enable agencies to integrate complementary, best-in-class business solutions with their Vertafore products. The program allows Vertafore customers to choose the tools and services that are tailored to best meet their business needs.

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at or (503) 936-2803.

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