Quoting, Rating & Proposal Tools

Aetna’s appointed-producer website for product availability, small-group quoting, compensation, and appointment data.

Browser-native AMS used by large brokerages to manage P&C and benefits, with Applied Benefits Designer for plan modeling and proposals.

Vertafore benefits AMS that stores plans, renewals, and revenue data and connects to quoting tools such as PerfectQuote.

ConnectureDRX platform for Medicare Advantage, PDP, Medigap, and related plan shopping, quoting, enrollment, and retention.

Aon-owned digital broker that quotes and binds small-business commercial insurance online, not group medical benefits.

Free agent platform for ACA Marketplace and Medicare plan compare, Enhanced Direct Enrollment, and book-of-business management.

Free online small-business health-insurance quoting site that compares medical, dental, and vision plans and enrolls groups electronically.

UnitedHealthcare agent/broker hub that sends employer-group quoting and service to uhceservices.com (SAMx and related tools).

National general agency whose PRO Quote tool builds small-group, individual, and Medicare Supplement proposals for appointed brokers.

California and Nevada general agency whose WBQuote platforms compare small-group, large-group, ancillary, and (in California) individual plans.

Insurance-distribution software whose Benefits CPQ rates medical, dental, and vision plans across all 50 states and builds branded proposals.