Case Study: PerfectQuote achieves faster small-group quoting with Ideon

How Ideon’s data powers the company’s small-group quoting tool for brokers

PerfectQuote, a SaaS solution for employee benefits brokers, faced the challenge of expanding its platform to include small-group insurance quoting. Manually processing the vast and inconsistent data from many different carriers for small-group plans was a highly manual, time-intensive, and error-prone process. To overcome this, they partnered with Ideon to leverage its data services for a more efficient solution.

Ideon provided a single, cleansed, and normalized stream of small-group plan and rate data, which was easily integrated into PerfectQuote's software. This eliminated thousands of hours of manual data processing labor; a task that once took an estimated 15 hours per plan was reduced to seconds. The solution provided brokers with reliable data, improved presentation quality, and allowed PerfectQuote to confidently offer a comprehensive small-group quoting tool, dramatically expanding their business capabilities.

PerfectQuote

Aaron Snyder

President and Co-founder