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Find a plan that suits your needs and schedule a demo today.

For plans and pricing, please speak to one our friendly sales representatives today.
CONTACT SALES

Starter

Standard

Premium

Quotit iPro CRM

Spend more time with clients and less time running quotes. Take your business to the next level with accurate, presentation-ready quotes, and CRM tools to track your business opportunities.

  • Multi-Carrier Quoting
  • UltraColor Printable Proposals
  • Email/Proposal History
  • Calculators
  • Account Notes
  • Reminders Calendar
  • Click-to-Call Integration
  • Click-to-Email Integration
  • Google Maps Integration
  • Customizable Contacts Page View
  • Track Policy Info for All Insurance Types
  • Activity Summary Reports
  • Import/Export Contacts
  • Co-Browser Integration with Join.Me
  • Forms Library
  • Provider Directory
  • Letter Wizard
  • Lead Exchange - Buy/Sell Leads

Quotit ePro CRM

Offer your customers instant quotes on your website and the ability to enroll directly online. ePro delivers side-by-side benefit comparisons, online applications, and web traffic tools.

  • Consumer Facing Multi-Carrier Quoting
  • Customized Carrier/Plans Output
  • Shopping Cart Cross Selling with Consolidated Enrollment*
  • Web Based Proposals
  • Direct Online Enrollment
  • AutoResponder - Email Drip Marketing
  • Custom ePro Banner
  • Website Activity Reporting
  • Client Attachments
  • Email Hosting
  • *Application and Enrollment Fee Apply

More Included Features

Quotit’s analytics, tracking, and other features – plus the option to buy up and create your own custom website – help you make the most of your online sales and marketing opportunities.

  • Web Analytics
  • Source & Conversion Tracking Buy-Up (optional)
  • ePro Custom Info Entry Buy-Up (optional)
  • WebExpress Buy-Up (optional)

Insurance Types

Off-Exchange Individual and Family Plans
  • Individual Medical
  • Short Term Medical
On-Exchange Individual and Family Plans
  • Federal Marketplace
  • State Based Marketplace
Medicare
  • Medicare Supplement
  • Medicare Advantage
  • Medicare Part D
Ancillary
  • Dental
  • Accident
  • Vision
  • Critical Illness
Small Group
  • b
  • b
  • b
  • b
Life Insurance
  • b
  • b
  • b
  • b

Choose 2 Insurance Types

Choose 3 Insurance Types

Includes All Insurance Types

Starter

Quotit iPro CRM

Quotit ePro CRM

More Included Features

Insurance Types (Choose 2)

Standard

Quotit iPro CRM

Quotit ePro CRM

More Included Features

Insurance Types (Choose 3)

Premium

Quotit iPro CRM

Quotit ePro CRM

More Included Features

Insurance Types (Includes All)

Commitment Issues?

Try it, no strings attached:

  • No contract
  • No monthly fees
  • Pay as you go
Learn More

Schedule a Software Demo Today

Starter

Standard

Premium

Quotit iPro CRM

Spend more time with clients and less time running quotes. Take your business to the next level with accurate, presentation-ready quotes, and CRM tools to track your business opportunities.

  • Multi-Carrier Quoting
  • UltraColor Printable Proposals
  • Email/Proposal History
  • Calculators
  • Account Notes
  • Reminders Calendar
  • Click-to-Call Integration
  • Click-to-Email Integration
  • Google Maps Integration
  • Customizable Contacts Page View
  • Track Policy Info for All Insurance Types
  • Activity Summary Reports
  • Import/Export Contacts
  • Co-Browser Integration with Join.Me
  • Forms Library
  • Provider Directory
  • Letter Wizard
  • Lead Exchange - Buy/Sell Leads

Quotit ePro CRM

Offer your customers instant quotes on your website and the ability to enroll directly online. ePro delivers side-by-side benefit comparisons, online applications, and web traffic tools.

  • Consumer Facing Multi-Carrier Quoting
  • Customized Carrier/Plans Output
  • Shopping Cart Cross Selling with Consolidated Enrollment*
  • Web Based Proposals
  • Direct Online Enrollment
  • AutoResponder - Email Drip Marketing
  • Custom ePro Banner
  • Website Activity Reporting
  • Client Attachments
  • Email Hosting
  • *Application and Enrollment Fee Apply

More Included Features

Quotit’s analytics, tracking, and other features – plus the option to buy up and create your own custom website – help you make the most of your online sales and marketing opportunities.

  • Web Analytics
  • Source & Conversion Tracking Buy-Up (optional)
  • ePro Custom Info Entry Buy-Up (optional)
  • WebExpress Buy-Up (optional)

Insurance Types

Off-Exchange Individual and Family Plans
  • Individual Medical
  • Short Term Medical
On-Exchange Individual and Family Plans
  • Federal Marketplace
  • State Based Marketplace
Medicare
  • Medicare Supplement
  • Medicare Advantage
  • Medicare Part D
Ancillary
  • Dental
  • Accident
  • Vision
  • Critical Illness
Small Group
  • b
  • b
  • b
  • b
Life Insurance
  • b
  • b
  • b
  • b

Choose 2 Insurance Types

Choose 3 Insurance Types

Includes All Insurance Types

Starter

Quotit iPro CRM

Quotit ePro CRM

More Included Features

Insurance Types (Choose 2)

Standard

Quotit iPro CRM

Quotit ePro CRM

More Included Features

Insurance Types (Choose 3)

Premium

Quotit iPro CRM

Quotit ePro CRM

More Included Features

Insurance Types (Includes All)

Commitment Issues?

Try it, no strings attached:

  • No contract
  • No monthly fees
  • Pay as you go
Learn More

Schedule a Software Demo Today

Do you have high volume needs? Contact us today.

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1-866-478-6848