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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 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
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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
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
How CRM Software Helps Health Insurance Agents Work Smarter (Not Harder)
by The Quotit Team | 06.02.2025 | 12 min

How CRM Software Helps Health Insurance Agents Work Smarter (Not Harder)

Have you ever felt like you spend more time chasing paperwork than helping people? Between juggling client calls, quoting plans, following up on applications, and remembering renewal dates—it’s no won...

Software and Technology, Insurance Agency CRM
5 Essential Steps to Prep for AEP/OEP Starting Now
by The Quotit Team | 06.02.2025 | 8 min

5 Essential Steps to Prep for AEP/OEP Starting Now

Is it too early to start prepping for AEP/OEP? Not if you want to outpace your competition, avoid the last-minute scramble, and make this your best enrollment season yet. When it comes to Open Enrollm...

Health Insurance Marketing, AEP, OEP, Insurance Agent Strategies
Selling Dental Insurance to Seniors: A Medicare Agent’s Guide
by The Quotit Team | 05.28.2025 | 24 min

Selling Dental Insurance to Seniors: A Medicare Agent’s Guide

What happens when one of your senior clients needs a costly dental procedure and discovers Medicare won’t cover it? This scenario is all too common – and it highlights a big problem. Many seniors lack...

Medicare, Health Insurance Sales, Dental Insurance
Boost Revenue: Cross-Selling Dental, Vision & Ancillary in 2025
by The Quotit Team | 05.26.2025 | 7 min

Boost Revenue: Cross-Selling Dental, Vision & Ancillary in 2025

Health insurance agents: let’s be real—the quiet season between enrollment periods isn't a time to kick back and relax; it's prime time to boost your earning potential. If you’re not already cross-sel...

Cross-Selling, Supplemental Insurance, Dental Insurance, Vision Insurance
Stay Sane During Open Enrollment: Agent Stress Tips
by The Quotit Team | 05.19.2025 | 11 min

Stay Sane During Open Enrollment: Agent Stress Tips

Let’s be honest—open enrollment season can feel like a sprint that turns into a marathon. Phones ringing off the hook. Endless plan comparisons. Clients who needed everything done yesterday. Sound fam...

insurance software, AEP, OEP
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