Updated August 25, 2025
Manual quoting slows you down. Every extra click and copied number means less time to win new business. AEP and OEP aren’t waiting. Agents who still shuffle between spreadsheets and login screens are getting lapped by those using real health insurance quoting software.
This isn’t about hype. It’s about tools that clear your path. If you want clients to notice, and sales to grow, start by ditching the paperwork. The proof is in the results...and the workflow.
Why Agents Are Ditching Spreadsheets
You know what slows you down. Logging into ten carrier sites, updating rates by hand, and piecing together plan comparisons leaves you drained before lunch. This year, client expectations hit a new level. Everyone wants instant answers, clear pricing, and fast enrollments.
The tech advantage:
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Get live plan updates, not old PDFs.
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Never type a client’s info twice.
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Let the platform check SOAs and compliance so you can focus on clients.
Agents who switched to modern quoting software cut out wasted steps, locked in more applications, and got paid sooner.
Before and After: Quoting Software in Action
No more fairy tales. Here’s what changes when you stop quoting by hand.
Old Way:
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Dig for rates, email clients PDFs, pray for a reply.
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Track client info in sticky notes and three systems.
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Realize too late you missed a compliance form.
With Quoting Software:
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Client info flows start to finish—no data loss, no copy-paste.
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SOA, call recording, and compliance are checked off as you go.
Case:
In Chicago, a team moved from email quotes to a digital dashboard. Enrollment time dropped by half. They kept clients in the right plan, every cycle.
Case:
A solo agent in Georgia started using a quoting platform before AEP 2024. Her drop-off rate for applications shrank. She now closes more, follows up less, and hears “thanks for making it simple” after every call.
What’s New: Tools for 2025 AEP and OEP
This year, the best quoting software gives you more than just fast quotes.
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Marketplace EDE: ACA enrollments go live, fast, with no duplicate entry.
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Integrated BEQ: Spot Medicare eligibility instantly. No chasing numbers.
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Real-time rates: Always current, always clear. No more backtracking on price.
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Compliance baked in: SOA tracking, call recording, secure document storage.
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CRM sync: Lead to renewal, all in one view.
How Part D’s $2,100 Cap Changes the Game
AEP 2025 is the setup for next year’s drug cost cap. That means more client questions, more urgency, and less time to waste.
With a good quoting platform:
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Filter and compare plans by drug costs and out-of-pocket limits.
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Push updates about the new cap to clients without extra work.
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Review drug lists and highlight real savings with one click.
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Schedule follow-ups and renewal reminders right from your dashboard.
Agents who get ahead of the 2026 Part D cap will lead in retention and referrals. Your quoting tech should get you there before everyone else.
How to Pick the Right Software
Not every platform makes your life easier. Here’s a five-point test:
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Supports ACA, Medicare, and extras
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Real-time plan rates, not stale data
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EDE and BEQ built in
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Compliance checks as you quote
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CRM you can actually use
Set up a demo. Run through a real client scenario. If the process feels clunky, keep looking.
You can’t keep up with enrollment season on manual mode. Quotit is built for agents who want more than a tool, they want a real advantage. With Quotit, you get fast ACA and Medicare quoting, real-time plan data, and seamless workflows from first quote to renewal. Compliance steps are baked in, so you can move confidently from SOA to submission. Your client data is always in one place, ready for follow-ups or new sales. The agents who use Quotit close more, spend less time fixing mistakes, and deliver a better experience to every client. If you’re ready to save time, boost sales, and actually enjoy OEP and AEP, make Quotit your next move.
