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Small Group Health

Quotit offers a full suite of quoting tools for small group insurance.


Our small group quoting software allows you to create customized proposals for your small business customers. With Quotit’s small group health solution, you’ll be offering your clients the best health plan options from top-tier carriers. Regardless of which enrollment options the employer prefers to offer to their employees, our system will accommodate every need.

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Quotit’s small group software helps you:

  • Import your existing book of business.
  • Create web-based and printed proposals.
  • Run quotes for employers offering single or multiple plan options.
  • Offer an online employer portal so employers can view existing portfolio as well as new quotes.
  • Send enrollment announcements to employees.
  • Provide reports showing current/renewal comparisons.
  • Online direct messaging between you and your clients.
  • Search your book of business for renewing companies.

Small Group Features:

Broker and Employer Facing Quoting

Broker and Employer Facing Quoting

Quotit provides you the ability to not only run small business quotes internally but also externally on your website. Integrate powerful small group quoting on your website in minutes!

Online Client Services (OCS)

Online Client Services (OCS)

Quotit’s OCS gives your clients access to employee and current plan information online. Allow your employers to run new quotes and communicate new hire information to you all online.

Robust Proposal Library

Robust Proposal Library

Our robust report library gives you the ability to present options to your clients in the way that suits them the best. We provide side-by-side comparisons, benefit details, premium breakdowns, and various sort options.

Current Renewal Calendar

Current Renewal Calendar

Always keep track of when your clients are due for renewal. Set reminders to follow-up and have automatic emails sent to the employer and employees.

Employee Elect Quoting

Employee Elect Quoting

Provide solutions for employers who prefer to offer multiple plan options to their employees. Allow clients to view a web-based summary of what this program looks like or create a custom report in your back-end office to present to the client.

Fast Access Census Editing

Fast Access Census Editing

Editing and keeping up with small business insurance needs can be a daunting task. Lucky for you, Quotit provides a unique user interface that enables you to work with speed and efficiency. Perform mass updates or imports to add more employees to existing contacts.