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Key renewal activities

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  Getting Started

  We recommend starting here

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  Setting Up Groups

  Build from scratch or import from CRM

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  Setting Up Plan Templates

  Personalize your excel export!

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  Using Firm Library

  Build plans once to use across groups!

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  Benefit Standardization

  Benefit Consistency Overview

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  Setting Up Plans

  Eliminate manual entry and risk of error!

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  Requesting Carrier Proposals (RFPs)

  Send RFPs to carrier reps directly from PerfectQuote and receive quotes directly

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  Carrier Availability By State

  Find out which carriers are available

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  Carrier Frequently Asked Questions

  Overview of Direct Carrier integrations and RFP Partners

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  Comparing Plans

  Find the best plans for your client!

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  Exporting Plans

  Create your spread in minutes!

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  Finalizing Plan Selections

  Last chance for updates

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  Sending To Other Systems

  CRM and Benefit Admins

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  Reporting

  Review your team's activities

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  FAQs

  Review common questions

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  Best Practices

  Tips and Tricks

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  Managing Your Org & Teams (for Firm Admins)