Quotit technology powers the online enrollment and proposal activities of licensed insurance agents. The vendor represents over 40,000 on- and off-exchange small group, individual health, ancillary insurance, and Medicare plans offered by greater than 300 insurance carriers. In 2018, Quotit technology produced over 60 million family and individual plan quotes via greater than 52,000 licensed brokers and other users.
Quotit’s technology platform gives independent agencies and brokers access to compliant software by paying a subscription. The technology is otherwise available only to bigger national brokers. This enables consumers to utilize community-based brokers while availing the same high quality user experience online offered by national mega-agencies.
Quotit iPro empowers you to easily create presentation-ready, comprehensive, and accurate quotes. Its Customer Relationship Management (CRM) feature permits you to track and manage business opportunities with existing clients and new prospects. You can access updated underwriting guidelines, applications, and provider directories with a single click. Plus, the software gives you updated and accurate information always.
Easily and quickly shop the industry for your clients and get access to complete plan information. Use UltraColor PDF proposals in a range of formats to customize your client presentations. Online proposals make its simple for customers to buy insurance and register straight from the quote.
Handle all client relationships – from initial contact to enrollment by effortlessly tracking application status and all communications. The reminder and calendar system shows you what you need to carry out monthly, weekly, and daily to develop your business. Reminders help to flag important activities and dates, and function as your personal assistant.
Quotit’s in-house technicians help to provide a 24/7/365 user experience. The vendor partners with dependable technology firms to ensure their applications are always secure and available.
Generate UltraColor and online proposals
Capably handle all your business with proven CRM solutions
Monitor leads by category, status, and source, and track conversions
Store unlimited quote and census information
Send online email quotes for your clients and prospects to directly apply online
Use AutoResponder to automate your follow-ups
Send holiday and birthday emails to all your customers
Buy leads straight from Quotit LeadExchange
Utilize Quotit Calendar to manage your client appointments and renewals
Quotit offers pricing information for its software products by quote. Contact the company directly to get a custom quote for your agency’s needs.
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