Strategic Partnerships Recent and ongoing client wins with World Insurance, Hub International, Sana Benefits, OneAmerica, Texicare, Dominion National and others indicate a strong channel partner opportunity. Leverage these partnerships to position PerfectQuote as the preferred platform for brokers and agencies seeking faster quoting, improved data accuracy, and streamlined RFP workflows.

Broker-Focused Value PerfectQuote is purpose-built for brokers and agencies, offering proprietary OCR, automated data extraction, and rate/contribution modeling that reduces manual work. This alignment suggests upsell opportunities with mid-market and enterprise brokerages looking to modernize their quoting and renewal processes.

Expanding Carrier Access With integrations and direct access to a growing roster of carriers and dental/vision products, there is a clear opportunity to upsell more carriers and product lines to existing customers, as well as target agencies seeking broader carrier portfolios to compete effectively.

Growth Momentum Multiple new client announcements in 2026 coupled with a documented revenue range and active funding position PerfectQuote for scale. Focus on expanding to additional agencies of similar size and to regional and national brokerages looking for cloud-based, compliant benefits platforms.

Global and Compliance Readiness The platform’s emphasis on accuracy at submission, all carriers, and support for all group sizes positions PerfectQuote well for expansion into regulated markets or regions with strict compliance needs. Target large groups and multi-state employers where data integrity and standardization are crucial.