CompareHealth

CompareHealth

From Canada

This innovative quoting software enables advisors to instantly compare 92 personal health insurance plans from 12 providers across nine provinces in Canada. Streamlining the process, it allows customized filtering based on clientsโ€™ specific needs, including optional benefits and paramedical coverage, helping advisors save time and effectively close more business.

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Proposify is a powerful quote management software that streamlines proposal creation and tracking. It offers customizable templates, real-time collaboration, and legally binding e-signatures, enhancing efficiency and brand consistency. With built-in analytics, users gain insights into proposal performance, enabling quick adjustments to improve closure rates and optimize sales processes.

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Quotient revolutionizes the quoting process by enabling users to craft and manage professional quotes effortlessly. With features like acceptance confirmation emails, customizable templates, and streamlined integrations with tools like Xero and QuickBooks, it eliminates clutter, ensures consistent pricing, and keeps communication clear, enhancing both user and customer experience.

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Company Information

  • Country: Canada

Top CompareHealth Features

  • Instant plan comparison
  • Supports 92 insurance plans
  • 214 plan combinations
  • Filter by client preferences
  • Generate PDF or Excel reports
  • Yes/No benefit questionnaire
  • Client Quoter access link
  • Notifications for client activity
  • Select supported provinces
  • Apply button for applications
  • Shortlist preferred plans
  • Exclude medical questionnaire plans
  • Calculate group benefit options
  • Track Quote ID for 60 days
  • Export up to six quotes
  • Customize broker commission links
  • Social Media Graphics Library
  • Comply with CLHIA regulations
  • Instant pricing calculations
  • Easy plan design navigation