PerfectQuote Training

Registration Links:

We have Four weekly opportunities for our customers to register and meet with us live via Zoom at 11am cst!

• Tuesday, Onboarding Course 1: Getting Information Into PerfectQuote
• Thursday, Onboarding Course 2: Getting Information Out of PerfectQuote
• Wednesday, Office Hours: Ask PQ Anything
• Friday, Office Hours: PerfectQuote Demo and Best Practices

Live Training Overview

To help maximum value we strongly recommend that you attend our live, classroom-style training sessions held every Tuesday and Thursday.

These live sessions establish a strong baseline understanding of PerfectQuote, which allows your one-on-one training to focus on deeper workflows, advanced use cases, and questions specific to your agency. Teams that attend the live sessions consistently find their personalized training to be more efficient and impactful.

• Tuesday - (11:00 cst) Onboarding Course 1: Getting Information Into PerfectQuote
  • Agenda: 
    • How to create a group
    • How to build and submit a census
    • How to create current plans
    • How to upload a carrier proposal
    • How to create, send, and track RFPs
• Thursday - (11:00 cst) Onboarding Course 2: Getting Information Out of PerfectQuote
  • Agenda:
    • How to use filters, sorting, and features within Renewal Plans tab
    • Adding and ordering renewal plans to BenefitBuilder presentation
    • How to make last minute edits
    • What to do once final renewal decisions are made

Office Hours

Every Wednesday (11:00 cst) we hold an office hour. Just like a school or college office hour, it's a chance for users to show up and ask whatever's on their mind. Struggling to remember a tip you learned? Unsure of how to handle a specific class structure? Just curious about what other users are wondering? Wednesday will serve that need.

Register here for our weekly Wednesday office hours

On Fridays (11:00 cst) we host a demo and best practices session. One of our staff will work through a group in a live demonstration. 

Register here for our weekly Friday training sessions

In addition, as these opportunities are open to all of our customers, you may learn something from the other users!

You are welcome to join for the whole hour, or however long you need, and you are welcome to attend as many as you like. We look forward to seeing you there!