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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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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
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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
Top 5 Tech Tools for AEP & OEP Sales Success
by The Quotit Team | 06.16.2025 | 9 min

Top 5 Tech Tools for AEP & OEP Sales Success

When it comes to Open Enrollment, both Medicare AEP and ACA OEP move fast—and so should your technology. Whether you’re helping seniors review Medicare Advantage plans or guiding under-65 clients thro...

AEP, OEP, Client Retention
7 Insurance Marketing Ideas to Stand Out and Grow Your Book in 2025
by The Quotit Team | 06.09.2025 | 11 min

7 Insurance Marketing Ideas to Stand Out and Grow Your Book in 2025

Still relying on postcards and referrals to grow your business? You’re not alone—but it’s 2025, and clients expect more than a handshake and a magnet with your phone number. Today’s health insurance s...

Marketing and Sales, Health Insurance Marketing
Craft Your AEP Marketing Strategy: Segment, Plan & Succeed
by The Quotit Team | 06.09.2025 | 7 min

Craft Your AEP Marketing Strategy: Segment, Plan & Succeed

Feeling overwhelmed by AEP approaching faster than your morning coffee kicks in? Don't stress—having a clear marketing strategy can transform your Annual Enrollment Period from chaos into clarity. Suc...

Health Insurance Marketing, AEP
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