Ancillary and Large Group Quoting Just Got Even Better
We’re excited to share an update on how we are enhancing your experience with plan comparisons for Ancillary and Large Group quoting. In partnership with PerfectQuote, we are transitioning from manual comparison processes to a more efficient, technology-driven approach.
This new platform empowers you with clearer, more accurate, and faster side-by-side benefit comparisons. This upgrade will help your clients make more informed decisions across carriers, plans, and lines of coverage.
Evolving Your Comparison Experience
Beginning in May, comparisons for Large Group and Ancillary coverage will move to the PerfectQuote platform. While our Team will continue to run the comparisons for you, you’ll benefit from cleaner outputs and a more strategic view of available options.
As PerfectQuote continues to grow its direct carrier integrations, and prepares to launch a broader RFP tool, you may notice new fields requests, including the addition of an Employer Identification Number (EIN).
At this time, providing an EIN is a request, not a requirement. However, as the platform expands, EINs will likely be required by some carriers for quoting and integration purposes.
We will continue to share updates as more information becomes available.
Reach out to your Word & Brown team if you have any questions. We’re here to help