Recent Posts by The Quotit Team

How to Explain Preventative Health Care to Your Clients

If you’re the type of person who takes really good care of what you own, you likely don’t wait until something is blatantly wrong with your car before bringing it to a mechanic. 

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New Client Onboarding Checklist for Insurance Agents

In the insurance industry, first impressions matter. 

When clients have a positive experience in the initial days after buying insurance from you, chances are that they’re going to be happy with their decision—maybe even to the point where they’ll look to you to solve their insurance needs for the foreseeable future.

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How to Be a Better Insurance Agent

No matter how successful your health insurance agency or brokerage has been in recent years, you can always do better.

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Personalize Your Emails and Other Insurance Marketing Tips

These days, customers are demanding personalized experiences more than ever before. In fact, one recent study found that 63 percent of consumers expect personalized services

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How to Write a Great Prospecting Email as an Insurance Broker

Where would your health insurance agency or brokerage be without email marketing?

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Choosing the Right CRM as an Insurance Agent

Insurance agents have their work cut out for them. The industry changes every year—sometimes drastically. New regulations are enacted, insurer merger and acquisition activity takes place, and innovative technologies continue to come to market. The list goes on.

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