--- title: [Infographic] How Your CRM Can Help You Have an Awesome OEP description: The insurance agent resources included can help navigate the digital landscape to find the right insurance tools that are right for your business before OEP. image: https://hub.quotit.com/hubfs/Double%20exposure%20of%20businessman%20hand%20points%20human%20resources%2c%20CRM%20and%20social%20media%20as%20concept.jpeg --- [Skip to main content.](https://hub.quotit.com/blog/how-your-crm-can-help-you-have-an-awesome-oep#main-content) # [Infographic] How Your CRM Can Help You Have an Awesome OEP [Software and Technology](https://hub.quotit.com/blog/tag/software-technology), [Insurance Website](https://hub.quotit.com/blog/tag/insurance-website) [ The Quotit Team | ](https://hub.quotit.com/blog/author/the-quotit-team) August 12, 2022 | 1 MIN READ TIME ![Double exposure of businessman hand points human resources, CRM and social media as concept](https://hub.quotit.com/hs-fs/hubfs/Double%20exposure%20of%20businessman%20hand%20points%20human%20resources%2c%20CRM%20and%20social%20media%20as%20concept.jpeg?width=600&name=Double%20exposure%20of%20businessman%20hand%20points%20human%20resources%2c%20CRM%20and%20social%20media%20as%20concept.jpeg) **Reading Time: 2 Minutes ** Change is the one thing you can count on when it comes to technology. And that is both its beauty and its curse: Just when you get used to a digital tool, it changes – there’s always a newer version, an improved feature set, or a brand-new platform lurking on the horizon. It can leave insurance business owners like you in a sort of digital daze, wondering which solutions they really need. That’s where we can help. The resources below can help you navigate the digital landscape to find the right insurance tools that are right for your business before your busy selling season kicks in, plus we’ve included a fun new infographic on how to get the most out of your CRM. - [Tip 12 Tips for Insurance Agents During OEP](https://hub.quotit.com/pp-top-12-tips-for-insurance-agents-during-oep) - [5 Digital Insurance Tools That Will Make OEP 2023 Easier To Manage](https://hub.quotit.com/blog/5-digital-tools-to-make-oep-2023-easier) - [Expanding Your Digital Footprint Guide](https://hub.quotit.com/resources/expanding-your-digital-footprint-guide-0) - [Insurance Sales Prospecting In a Digital World](https://hub.quotit.com/resources/insurance-sales-prospecting-in-a-digital-world-guide) - [Quotit Quicks: Increasing Your Digital Footprint](https://hub.quotit.com/resources/quotit-quicks-increasing-your-digital-footprint) - [10 Ways to Optimize Your Email Marketing](https://hub.quotit.com/resources/10-ways-to-optimize-your-email-marketing) --- ![9 Ways a CRM Can Help You Have an Awesome OEP4 (2)](https://hub.quotit.com/hs-fs/hubfs/9%20Ways%20a%20CRM%20Can%20Help%20You%20Have%20an%20Awesome%20OEP4%20(2).png?width=800&name=9%20Ways%20a%20CRM%20Can%20Help%20You%20Have%20an%20Awesome%20OEP4%20(2).png)   ### **Recent Blogs** [![ACA Client Retention 2026: A Playbook to Keep Your Book From Dropping Off](https://hub.quotit.com/hs-fs/hubfs/_Quotit/Blog-Images/ACA%20blog%20header%20%E2%80%93%20person%20reviewing%20bill%20at%20kitchen%20table.png?width=350&name=ACA%20blog%20header%20%E2%80%93%20person%20reviewing%20bill%20at%20kitchen%20table.png) by The Quotit Team | 06.30.2026 | 6 min #### ACA Client Retention 2026: A Playbook to Keep Your Book From Dropping Off ACA client retention is the problem every marketplace agent is facing right now, and the latest federal data shows why. Five million fewer people are enrolled in ACA coverage this year compared to las... Continue Reading ACA, Client Retention ](https://hub.quotit.com/blog/aca-client-retention-2026-a-playbook-to-keep-your-book-from-dropping-off) [![Medicare GLP-1 Bridge: What Agents Need to Tell Clients Before July 1](https://hub.quotit.com/hs-fs/hubfs/_Quotit/Blog-Images/Medicare%20GLP-1%20Bridge%20Final%20with%20Overlay.png?width=350&name=Medicare%20GLP-1%20Bridge%20Final%20with%20Overlay.png) by The Quotit Team | 06.23.2026 | 6 min #### Medicare GLP-1 Bridge: What Agents Need to Tell Clients Before July 1 The Medicare GLP-1 Bridge starts July 1, and your Medicare clients are about to have a lot of questions. The program gives eligible beneficiaries access to certain weight loss drugs for $50 a month, a... Continue Reading Medicare, Medicare Part D, GLP-1 ](https://hub.quotit.com/blog/medicare-glp-1-bridge) [![Medicaid Work Requirements Final Rule: What Agents Need to Know for 2027](https://hub.quotit.com/hs-fs/hubfs/_Quotit/Blog-Images/Medicaid%20Work%20Requirements%20Blog%20Header%20-%20No%20Text.png?width=350&name=Medicaid%20Work%20Requirements%20Blog%20Header%20-%20No%20Text.png) by The Quotit Team | 06.15.2026 | 14 min #### Medicaid Work Requirements Final Rule: What Agents Need to Know for 2027 TheMedicaidworkrequirementsfinalruleishere,anditcameinstricterthanmoststatesplannedfor.CMS issued the interim final rule on June 1, 2026, and it sets up one of the largest Medicaid coverage shifts in ... Continue Reading ACA, Medicaid, Compliance ](https://hub.quotit.com/blog/medicaid-work-requirements-final-rule-what-agents-need-to-know-for-2027) ## **Take your insurance business to the next level with Quotit** [ Request A Demo ](https://marketing.quotit.com/schedule-a-demo) [ See Pricing ](https://www.quotit.com/pricing/) ![](https://px.ads.linkedin.com/collect/?pid=2551020&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "The Quotit Team", "url" : "https://hub.quotit.com/blog/author/the-quotit-team" }, "dateModified" : "2023-08-25T14:17:34.030Z", "datePublished" : "2022-08-12T14:48:45.000Z", "headline" : "[Infographic] How Your CRM Can Help You Have an Awesome OEP", "image" : [ "https://hub.quotit.com/hubfs/Double%20exposure%20of%20businessman%20hand%20points%20human%20resources%2c%20CRM%20and%20social%20media%20as%20concept.jpeg" ], "mainEntityOfPage" : { "@id" : "https://hub.quotit.com/blog/how-your-crm-can-help-you-have-an-awesome-oep", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://hub.quotit.com/hubfs/QT-Logo-Big%20(1920)-1.png" }, "name" : "Allstate Health Solutions" } } ```