What will submitting a Census Retrieve?

  • Updated

PerfectQuote offers two primary methods for entering information:

  • Census Submission
  • Quote Upload (Proposal Reader)

1. Census Submission:

Fully Insured ACA via Ideon:

Level Funded via PerfectQuote:

Ancillary:

Supplemental Health:

All Direct Carrier Plans 


 

2. Quote Upload: (Proposal Reader)

For a comprehensive and up-to-date list of large group medical and ancillary carriers we support, please visit this link. This list is maintained and updated daily to ensure accuracy.

PerfectQuote’s quote upload feature supports a variety of additional use cases, making it a versatile tool for your quoting needs. Below are some of the key scenarios where this feature is particularly useful:

  • Carrier restricts digital distribution of plans to all quoting partners
    • ACA Florida BCBS
    • ACA North Carolina UHC
    • ACA North Carolina BCBS
  • Grandfathered plans that are no longer available

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