PerfectQuote Launches Enhanced RFP Solution to Modernize Broker-Carrier Communication and Streamline Underwritten Employee Benefits Quotes

Brokers send RFPs to carriers via email from within PerfectQuote while carriers simply reply—no new systems, no added training, just ease

AUSTIN, Texas, Sept. 2, 2025 /PRNewswire/ -- PerfectQuote, Inc., a leading group health digital quoting platform, today announced the launch of its enhanced request-for-proposal ("RFP") solution, designed to simplify how brokers and carriers exchange underwritten proposals for group health insurance.

Brokers can utilize an email-based workflow from within PerfectQuote to submit RFPs to any carrier through its RFP module, cutting extra steps across systems. Carriers reply directly to the email allowing PerfectQuote to analyze the proposals automatically, giving brokers results instantly for review, presentations, and client discussions all from one centralized point.

"For years, RFPs have been a pain point for brokers and carriers with fragmented workflows, endless emails, and too much manual work by all stakeholders," said Justin Sylvester, CEO of PerfectQuote. "We heard our customers and partners loud and clear - our solution is built to meet everyone where they are today, delivering more speed, accuracy, and transparency without new systems or training."

Unlike competing RFP tools that require additional steps throughout the RFP process, PerfectQuote's RFP solution fits seamlessly into existing workflows, providing brokers with organized, comparable proposals while ensuring carriers can respond with no additional effort. Finally, PerfectQuote offers unparalleled integrations with key ecosystem Agency CRM and BenAdmin providers — closing the loop from request to sale to administration with greater speed and accuracy.

"This launch continues our mission to modernize employee benefits quoting. By fitting into carrier workflows and giving brokers faster, more reliable tools, PerfectQuote is setting a new standard for how RFPs should work."

The enhanced RFP solution is available immediately to all PerfectQuote broker customers and carriers.

About PerfectQuote®

PerfectQuote is an Austin, Texas-based company founded in 2017 by brokers for brokers, focusing on delivering operational excellence and client satisfaction through technology in the commercial group health insurance industry. The company provides brokers with a category-leading cloud-based group benefits quoting software platform (PerfectQuote) that streamlines commercial health insurance selling to large, medium, and small group employers. The application is used by several of the top 10, 50 and 100 largest US-based agencies that service over 125,000 employer groups through the platform. For more information, visit www.perfectquote.io.

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SOURCE PerfectQuote, Inc.