#United States #Austin #Financial Services #PerfectQuote #OneAmerica

Collaboration to Transform Insurance Quoting

In a significant move within the financial services sector, PerfectQuote, Inc., the leading group health digital quoting platform, has announced a partnership with OneAmerica Financial. This agreement aims to revolutionize the process of benefits quoting for brokers throughout the nation, making it more efficient and responsive to the current market demands.

Enhancing Broker Experience with Seamless Integration

The collaboration introduces a new feature within the PerfectQuote platform, allowing users to access OneAmerica’s extensive offerings, including group life insurance, disability insurance, and supplemental benefits. With the utilization of PerfectQuote’s Request-for-Proposal (RFP) toolkit, brokers can navigate through the insurance quoting process more effectively, streamlining communication with OneAmerica and simplifying the overall experience for clients.

John Crowley, Vice President of National Sales and Service at OneAmerica Financial, expressed optimism about the partnership, stating, "PerfectQuote's digital workflow helps us meet brokers where they are and respond with the speed today's marketplace demands. This collaboration strengthens our ability to deliver a simpler, more connected experience while preserving the personal service and trusted relationships that define OneAmerica Financial."

The Impact of PerfectQuote’s Digital Tools

Since its inception in 2018, PerfectQuote has focused on driving innovation within the commercial group health insurance sector. The platform has expanded its RFP tools to facilitate a frictionless digital distribution experience, allowing insurers and brokers to engage efficiently. This integration minimizes manual data entry and encourages a quicker turnaround on quotes, which is essential in today's fast-paced market.

Brokers using the PerfectQuote platform can benefit from a quoted experience that is up to 95% less cumbersome than traditional methods. The automation features enable brokers to request multiple lines of coverage easily, compare various quotes, and generate polished proposals for their clients. This not only streamlines the administrative workload but also enhances their ability to focus on strategic client growth efforts.

Broader Accessibility to Insurance Solutions

The partnership with OneAmerica opens doors for PerfectQuote to engage with a broader network of insurance firms, including general agencies and professional employer organizations. With access to OneAmerica’s product suite, PerfectQuote can now better serve its existing 125,000 employer clients by providing direct collaborations for RFP management and online enrollment support via platforms like Employee Navigator.

Justin Sylvester, CEO of PerfectQuote, remarked, "With this agreement, our clients can now collaborate directly with OneAmerica Financial to request and manage RFPs, present proposals seamlessly and activate online enrollment instantly. This enhancement maintains our commitment to keeping brokers and insurance companies in sync throughout the RFP process."

Conclusion and Future Prospects

As technology continues to evolve, the partnership between PerfectQuote and OneAmerica Financial signifies an important step toward optimizing insurance quoting processes in the U.S. insurance industry. Their combined efforts underscore a commitment to providing innovative solutions that not only enhance operational efficiency but also prioritize personal connections and customer service—elements that remain critical in the financial services landscape. This collaboration not only addresses current pain points in the service delivery process but also sets a precedent for future innovations aimed at improving the overall insurance experience for brokers and their clients alike.