What types of insurance can I quote using Quotit?
Quotit offers quoting for: Individual Medical and Ancillary, Individual Medical On-Exchange, Short Term Medical, Medicare Supplement, Medicare Advantage, Medicare Part D, Term Life, Small Group.
How do I get credit for the applications submitted through my Quotit account?
The agent writing number will automatically be populated on the PDF Version of the application after the number is added to the “Insurance Carrier Broker ID” section.
When completing an online application, the broker will receive credit as long as the correct agent specific online application link is added in the “Online Application Links” section.
How do I make my website live?
Please visit our Knowledge Base by clicking here to find how to make your website live.
When will my website go live?
Please visit our Knowledge Base by clicking here to learn when your website will go live.
How and where do I enter my broker ID number?
Broker ID numbers are entered by going to “Settings” and then “Insurance Carrier Broker IDs”. You will need to add the broker ID for each carrier in each state that is enabled for quoting.
How and where do I enter my online application link?
The online application link is entered by going to “Settings” and then “Online Application Links.” Once there the user will need to follow the instructions provided below:
- Click the “Add” button
- Select the state
- Select the insurance type
- Select the carrier
- Follow the instructions provided in red to add the online application link for each carrier.
How do I create a new contact using my Quotit software?
When logged into your Quotit account click on the top tab named “Individuals” and then do the following:
- Select “Add New Individual Contact”
- Fill in the “Primary Contact Information” (First Name is required)
- Fill in the “Location” (ZIP Code is required)
- Fill in the “Census Information” (Relationship Type, Gender, & DOB are required)
- Click “Create Contact”
This will create the contact and take you the “Contact Info” page for the contact created.
What are the differences between iPro, ePro, mPro, and WebExpress?
- iPro: Quoting on our website. Click here for more details about iPro.
- ePro: Quoting and more on your website. Click here for more details about ePro.
- mPro: State and federal marketplace quoting. Click here for more details about mPro.
- WebExpress: Quoting and a new website. Click here for more details about WebExpress.
Click here to visit the Quotit Software page for more details on each product available.
What carriers can I quote through Quotit?
For a full list of carriers available in each state, please visit our Carrier Map by clicking here.
How do I use Quotit’s AutoResponder?
Please visit our Knowledge Base by clicking here to find more information on using Quotit’s AutoResponder.
How do I use JoinMe?
Click on the JoinMe button on the top navigation and click Launch Now. User will need to install the JoinMe application for use. Additionally, the install link can also be sent to other users using Option 2 on the panel.
What is the subsidy calculator – and how can I use it?
The subsidy calculator is a tool to estimate if an individual or family seeking coverage may be eligible for a credit toward their cost for health care coverage. By entering household size and estimated income in the system, the consumer can view on-exchange plans with an estimated credit applied to the premium.
Where can I find the pricing for Quotit products?
Visit our Plans & Pricing page by clicking here for a full list of pricing and plan features.
Can I quote on-exchange health insurance marketplace plans using Quotit?
Yes, Quotit software will allow you to quote on-exchange health insurance marketplace plans.
Is Quotit available for agencies?
Yes, Quotit software is available for agencies. Please visit our Plans & Pricing page by clicking here for details on plans available for agencies.
Does Quotit offer enterprise solutions?
Yes, please click here for more information on Enterprise Solutions from Quotit.
How do I contact Quotit?
Please visit our Contact Us page by clicking here for details on how to contact Quotit.