Simplified insurance software at your fingertips.
Individual & Family Health
Quotit offers a full suite of quoting solutions for individual medical and ancillary insurance types.
With so many changes going on in the individual market - Quotit has always been at the forefront of the industry with cutting-edge technology, reliable and secured data and top-tier features you won’t find anywhere else.
Quoting individual health on our platform enables you to:
- Create web-based and printed proposals of various styles.
- Manage all of your contacts and save your own unique contact search.
- All leads are trackable by source, status, category and can be distributed to other agents.
- Unlimited customer census and quote data.
- Add AutoResponder to create and automate compelling emails. Earn repeat business by never forgetting your customer’s birthday, holiday or special event with AutoResponder.
- Design and develop a tailored lead collection process with our custom info-entry integrated with quoting.
- Quote in as many markets you need with our national carrier footprint.
Advanced Contact Manager
You can search by name, phone, email, ZIP code or view all contacts with ease. You can save your custom searches for future use, decreasing time and increasing productivity!
Custom Form Development
Develop your own census collection process with our website quoting or design the end-to-end process with our Enterprise Solutions.
Online Enrollment Services
Quotit’s advanced platform provides you online enrollment with top-tier carriers. Our proprietary technology is uniquely suited for fast and responsive results - improving an applicant’s shopping experience.
Stay updated on the status of carrier’s offered on Quotit by knowing when plans and rates have been gathered, processed, validated and go live. You can search carrier status by state, insurance type or effective date.
Easy Website Integration
Adding a quote engine to your website has never been easier. All it takes is a small piece of code and you’re ready to offer hundreds of plans from a diverse set of insurance carriers.
Detailed Plan Benefits
With Quotit, you can compare side-by-side, email or print individual health, short term, dental or Medicare plan benefits.