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PerfectQuote
United States
Apr 2017 (8 Years)
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Security Information
What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know PerfectQuote
Company Information
Get to know PerfectQuote
PerfectQuote is web-based Group Insurance CPQ software that allows Brokers and GAs to digitally procure, analyze and sell group health insurance - error free and in a fraction of the time over traditional methods. With the ability to take in carrier quote files in any format and sync benefits information with leading insurtech partners and solutions, PerfectQuote's powerful analysis engine generates perfectly accurate, structured digital data that makes plan and rate comparisons, contribution modeling and enrollment easily understandable and transparent. PerfectQuote supports all size employer groups, large and small group medical and ancillary products, and all carriers, making PerfectQuote a best-in-class solution for an entire market.
Industry
- Financial InsurancePRIMARY
- Technology Software Development
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