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Quoting

Vimly Quote:

Quote and manage multi-group benefits faster.

Bottlenecks in the quoting process slow down revenue and frustrate clients. Vimly Quote eliminates the manual work that keeps brokers, agencies, and multiple employer organizations from scaling efficiently.

The cloud-based platform centralizes quoting, enrollment, and renewals across medical, dental, vision, life, prescription, and ancillary products, keeping workflows efficient and data aligned.

Key features

Real-time + underwritten quoting

Accurate rates delivered instantly through direct carrier connections, including underwritten and fixed-rate plans.

Multi-product support

Quote medical, dental, vision, life, Rx, AHP, and ancillary products in one streamlined workflow.

Group onboarding automation

Single census entry with reusable data accelerates group setup and simplifies renewals.

Integrated enrollment

Built-in carrier logic reduces errors, eliminates rework, and improves data quality during enrollment.

Flexible plan comparisons

Side-by-side plan views help clients evaluate options and make smarter, faster decisions

Pipeline + activity reporting

Track quote volume, sales trends, and quoting performance in real time.

“Vimly Quote has saved me so much time. The real-time updates are so awesome. I also really love how it saves all the new group info in one place. It makes my life so much easier!”
Cat Weatherholt
Health and Life Account Manager, Century Insurance Group

Explore Vimly Quote.

Quote faster, reduce manual work and deliver a better client experience. See how Vimly Quote can transform your quoting and enrollment process.