PerfectQuote is the newest member of the Vertafore Orange Partner Program

Vertafore announced a strategic partnership with PerfectQuote through its Orange Partner Program. With this partnership, Vertafore’s BenefitPoint customers can leverage PerfectQuote’s Group Insurance CPQ software solution to manage their entire benefits procurement, analysis and sales presentation efforts.

The two-way integration between PerfectQuote and BenefitPoint creates a seamless exchange of information, enabling benefits brokers to:

  • 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,” said Aaron Snyder, president and chief operating officer at 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.”