When you’re selling health insurance, brokers need a reliable and innovative platform to streamline their operations and enhance their client interactions. Quotit has emerged as a top choice for brokers across the nation, thanks to its comprehensive suite of features and user-friendly interface. Here are ten compelling reasons why brokers choose Quotit for their insurance sales needs.
Quotit's Quote and Enroll feature is a cornerstone of its platform, designed to streamline the entire insurance sales process from initial quoting to final enrollment. This integrated system brings numerous benefits to brokers, making their job more efficient and enhancing the client experience.
Quotit has the ability to quote and enroll various types of health insurance, including:
With the Quote and Enroll feature, brokers can generate quotes quickly and seamlessly transition to the enrollment phase. This eliminates the need for multiple systems or manual data entry, reducing the risk of errors and saving valuable time. Brokers can present clients with comprehensive quotes that include various plan options, allowing for easy comparison and informed decision-making.
The feature also includes tools for streamlined follow-up, allowing brokers to manage client communications effectively. Automated reminders and notifications help ensure that no step in the enrollment process is overlooked. Brokers can easily track the status of applications, send follow-up emails, and keep clients informed throughout the entire process.
Creating professional and compelling proposals is essential for brokers aiming to present their clients with the best possible insurance options. Quotit’s proposal creation tool is designed to elevate this process, providing brokers with the ability to craft proposals from inside the platform.
The proposal enables brokers to use health plans from multiple carriers, ensuring a customized buying experience for each client. This versatility allows brokers to present a range of options, tailored to meet the specific needs and preferences of their clients. The proposals can be generated in both engaging PDF and web-based formats, making them accessible and convenient for clients to review.
Quotit's new SMS text messaging feature allows clients to sign their Scope of Appointment (SOA) forms via text. This flexible option caters to clients' preferred communication methods, making the process quicker and more convenient.
Our Marketplace Easy Pricing feature simplifies the quoting experience by highlighting Qualified Health Plans (QHPs) tagged as "Easy Pricing." These plans offer standardized cost-sharing and pre-deductible coverage, making it easier for brokers to find and present the best options to their clients. Enhanced filtering capabilities on our quoting pages further streamline this process.
Understanding and accurately estimating prescription drug costs is crucial during the Medicare quoting process. Quotit's Estimated Annual Drug Retail Cost (EARD) tool is a powerful resource that provides brokers with an unprecedented advantage in this area. Designed to offer an unparalleled level of transparency, EARD empowers brokers to deliver precise cost estimates and comprehensive coverage options to their clients.
Instant Cost Assessment: With EARD, brokers can instantly calculate a client’s estimated annual out-of-pocket drug costs before even adding the plan to a proposal. This means clients receive precise cost estimates upfront, helping them make informed choices about their Medicare coverage.
Pharmacy Drug Pricing: EARD enables brokers to compare drug pricing at different pharmacies. This helps clients find the most cost-effective options for their prescriptions, potentially saving them significant amounts on their medication expenses.
Doctor Coverage: The tool also provides insights into whether a client’s doctors are covered within the chosen Medicare Advantage plan. Ensuring continuity of care at the correct copay or co-insurance amount is a critical aspect of client satisfaction and retention.
Coverage Gap Calculations: EARD calculates whether a client is likely to hit their coverage gap during the year. This valuable information allows brokers to proactively address potential coverage gap issues and explore options to mitigate these costs.
Quotit’s updated Lead Marketplace is a powerful tool designed to help brokers maximize their sales potential, especially during peak seasons. This feature provides brokers with the ability to buy leads directly from the Quotit system, enter them into the CRM, and conduct direct sales to those leads, streamlining the entire sales process.
To further enhance the support provided by our Lead Marketplace, we have added new lead partners, including:
As an EDE Level III certified partner, Quotit eliminates the need for redirects to third-party websites, seamlessly connecting clients to on-exchange coverage options. Post-enrollment tools keep brokers informed about customer renewals and policy changes, ensuring a smooth and continuous client management experience.
Quotit stands out as the only software that offers under-65, Medicare, and ancillary products. This comprehensive product range ensures that brokers can meet all their clients’ insurance needs in one place, simplifying the sales process and improving client retention. Plus, Quotit is all about helping clients pocket some extra cash by bundling their insurance products together, offering a whole lot of bang for their buck in one convenient spot.
With over 300 carriers nationwide, Quotit provides brokers with an extensive selection of insurance products. We continuously add more carriers to ensure our brokers have access to the latest and most competitive insurance options available.
Quotit is dedicated to continuously innovating and improving our platform. We are dedicated to continuously adding new features to our product, while providing support to ensure brokers can make the most of our features, helping them stay ahead in the ever-evolving insurance industry.
Quotit is the go-to platform for insurance brokers looking to enhance their sales process and improve client satisfaction. From SMS texting for SOA to our extensive carrier network, Quotit offers the tools and features brokers need to succeed. Explore how Quotit can transform your insurance sales experience today.