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The Hub is Quotit's blog for insurance professionals to help grow their business through sales, marketing, and software tips.

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How to Get More Insurance Referrals: 6 Proven Tips
by The Quotit Team | 07.21.2025 | 6 min

How to Get More Insurance Referrals: 6 Proven Tips

Ever wondered why some health insurance agents effortlessly keep their pipelines full? Hint: It's all about referrals. If you're not proactively asking for referrals, you're missing out on easy sales....

Selling Insurance, Insurance Referrals, Insurance Referral Marketing
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How to Get More Insurance Referrals: 6 Proven Tips
by The Quotit Team | 07.21.2025 | 6 min

How to Get More Insurance Referrals: 6 Proven Tips

Ever wondered why some health insurance agents effortlessly keep their pipelines full? Hint: It's all about referrals. If you're not proactively asking for referrals, you're missing out on easy sales....

Selling Insurance, Insurance Referrals, Insurance Referral Marketing
7 Creative Ways to Get Insurance Leads Before Open Enrollment
by The Quotit Team | 07.21.2025 | 12 min

7 Creative Ways to Get Insurance Leads Before Open Enrollment

Does Open Enrollment season make you break out in a cold sweat? You're not alone. But imagine starting this year’s enrollment sprint with a steady stream of qualified leads, instead of scrambling last...

AEP, OEP, Client Retention
Why Every Health Insurance Agent Needs a Quoting Tool
by The Quotit Team | 07.14.2025 | 5 min

Why Every Health Insurance Agent Needs a Quoting Tool

Have you ever felt overwhelmed during enrollment season? You're juggling client inquiries, sorting through endless plan options, and trying not to miss critical deadlines. What if we told you there's ...

Software and Technology, Health Insurance Agents
5 Client Retention Strategies for AEP & OEP Success
by The Quotit Team | 07.07.2025 | 10 min

5 Client Retention Strategies for AEP & OEP Success

Let’s face it—acquiring new clients feels exciting, but retaining your current ones pays the bills. Before you chase down a single new prospect for AEP and OEP this year, ask yourself: “Am I taking ca...

AEP, OEP, Client Retention
AEP/OEP Preparation Timeline: Month-by-Month Playbook
by The Quotit Team | 06.30.2025 | 15 min

AEP/OEP Preparation Timeline: Month-by-Month Playbook

You know the agents who look calm in October? They started planning in June—while everyone else was still hunting for sunscreen. Below is a month-by-month roadmap from now through the end of Open Enro...

AEP, OEP, Health Insurance Sales
Guide to Enhanced Direct Enrollment for Insurance Agents
by The Quotit Team | 06.26.2025 | 5 min

Guide to Enhanced Direct Enrollment for Insurance Agents

Let's start with a quick question—what's your biggest frustration when enrolling clients in ACA health plans? Chances are, paperwork, navigating Healthcare.gov, or losing clients during confusing enro...

EDE
5 Marketing Materials to Prep for Open Enrollment
by The Quotit Team | 06.23.2025 | 14 min

5 Marketing Materials to Prep for Open Enrollment

Open Enrollment season always arrives sooner than you expect. Agents who delay their preparations often find themselves overwhelmed. Don’t let this happen to you. To ensure a smooth, profitable enroll...

Health Insurance Marketing, AEP, OEP
How MGAs Can Better Connect with Senior Clients
by The Quotit Team | 06.17.2025 | 7 min

How MGAs Can Better Connect with Senior Clients

When was the last time your senior clients genuinely thanked you for making their health insurance simple? As a health insurance agent or MGA (Managing General Agent), your relationships with senior c...

Selling Insurance, Medicare, AEP
6 Step Checklist for Medicare & ACA Compliance
by The Quotit Team | 06.16.2025 | 11 min

6 Step Checklist for Medicare & ACA Compliance

Think compliance is something you can worry about later? Think again. When AEP and OEP season hits, health insurance agents don’t just sell—they document, track, and follow CMS rules to the letter. An...

ACA, Regulations, OEP, Medicare Advantage
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