A Customer Relationship Management (CRM) tool built to save time so you can focus on what matters most: your clients
With Quotit iPro you have access to information on more than 300 carriers and 40,000 plan designs available at your fingertips. Produce accurate, comprehensive, and professional insurance quotes/proposals quickly with the click of a button. Manage prospective and current business with iPro's Customer Relationship Management (CRM) tool and keep track of new opportunities.
Shop and enroll directly on your website with real-time quoting from ePro
Most insurance websites do not offer real-time quoting. You can with Quotit ePro. Empower clients to do side-by-side comparisons and enroll online in medical, dental, vision, and life insurance products from the comfort of their own home or office – on your website.
Reach more clients by offering on-exchange quoting and enrollment for all participating states
Quotit mPro helps you address the needs of more prospects and clients in states using the Federally Facilitated Marketplace (FFM). Help them find the Affordable Care Act-compliant coverage they want and need. We make it easy to determine if they’re eligible for a premium subsidy and cost share reduction. Shop and compare all on-exchange plans in all FFM participating states.
Establish your online presence with a custom, personally branded website optimized for results
Brokers often spend hundreds – or even thousands – of dollars on a website, yet it doesn't provide the functionality prospects and clients want: online comparison shopping and online enrollment. Establish your online presence with a custom website from WebExpress. Choose the design that fits your style and brand image and take advantage of all the features of ePro, plus your personalized turn-key website.