Products - iPro

With Quotit iPro, insurance brokers, general agents and carriers have the ability to produce accurate, comprehensive and professional insurance reports with ease and simplicity. Manage prospective and current customers with Quotit's CRM (Customer Relationship Management) tool and keep track of new business opportunities.

Quotit provides online quotes for more than 300 carriers, representing over 40,000 plan designs for health, dental, Medicare, and life insurance policies. Realize your sales potential with genuine Quotit technology.

• Generate custom Health, Medicare, and Small Group insurance proposals.
• Track leads by source, status, category and monitor conversion.
• Store census and quote data information. Re-run and modify any time.
• Access provider directories, applications & underwriting guidelines.
• Send active web based email quotes for your prospects to apply online.

• Build an automated follow up system with Quotit AutoResponder.
• Print presentation quality UltraColor reports.
• Send relationship building Birthday and Holiday Emails to your clients.
• Exclusive access to first hand referral leads in the Quotit Lead Exchange.
• Manage follow-up with Quotit Calendar to schedule appointments and renewals.