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 wonder so many insurance agents feel overwhelmed. If you're still relying on sticky notes, spreadsheets, or a scattered system of browser tabs and emails... it’s time for an upgrade.
Enter: CRM software.
When used right, a Customer Relationship Management (CRM) system can transform your day-to-day, helping you stay organized, close more business, and keep your clients happy—without burning out. Whether you sell Medicare plans, ACA coverage, or both, this guide breaks down exactly how a CRM can help—and how Quotit fits into the picture.
Let’s start with the basics.
A CRM is a digital tool that helps you manage relationships—from leads and current clients to referral partners and renewals. But a great CRM goes beyond just tracking names and numbers.
For agents, the right CRM can:
Keep all client info in one place (no more “What was that guy’s zip code again?”)
Automate reminders for renewals, follow-ups, and important deadlines
Make it easier to quote, enroll, and communicate in just a few clicks
Help you cross-sell and retain more business over time
Think of it as your personal assistant, account manager, and sales coach—rolled into one.
It’s easy to lose track of a prospect in the chaos of Open Enrollment or AEP. A CRM makes sure no one slips through the cracks.
With Quotit, you can:
Set automated follow-up reminders or emails
Track lead status from first contact to closed deal
No more digging through old files or email threads. A good CRM stores everything from plan preferences to prescription details in one searchable place.
Quotit’s CRM capabilities let you:
Store client info securely (hello, assisting with HIPAA compliance)
Access data across devices—whether you're in the office or in the field
Filter clients by plan type, age, location, or custom tags
Remembering when to follow up with 200+ clients? Not a good use of your brainpower.
With CRM automation, you can:
Set up renewal reminders months in advance
Trigger emails for birthdays, policy anniversaries, and AEP/OEP deadlines
Suggest supplemental plans (like dental or vision) based on client profiles
Pro tip: Add cross-selling opportunities to every workflow. CRM tags can help you identify clients who only have health coverage—and might be ready for more.
A CRM isn’t just for storing info—it’s for spotting trends.
Use reporting tools to:
See which lead sources are driving conversions
Track how long it takes to close a sale
Measure client retention rates year-over-year
For agencies, CRMs help everyone stay on the same page.
Assign tasks to team members or downline agents
Keep notes on client conversations
Track policy changes, contact history, and agent performance
Whether you’re solo or leading a growing team, collaboration tools in your CRM can keep everyone aligned—especially during the rush of AEP or OEP.
Let’s be honest—most CRM platforms weren’t built for insurance agents.
That’s why Quotit offers CRM tools designed specifically for your world. Unlike generic systems, Quotit was created to work alongside quoting, enrollment, and cross-selling.
Quote and enroll health and Medicare plans—all within your CRM
Manage leads from web to enrollment without leaving the platform
Add-on tools like dental, vision, and supplemental insurance
See side-by-side plan comparisons
You don’t need five different tools to run your business—you just need one that gets how insurance actually works.
You’re still relying on spreadsheets and sticky notes
You miss renewal dates or lose leads during busy seasons
You feel like you're entering the same data into multiple tools
Your CRM doesn’t integrate with quoting or enrollment software
You want to grow—but your current system can’t keep up
Sound familiar? Then it might be time for a change.
Not all CRMs are created equal. Here’s what to look for:
✅ Designed for insurance – Generic CRMs can’t handle quoting, plan info, or CMS compliance
✅ HIPAA and CMS compliant – Make sure you’re protected
✅ Easy integrations – Look for compatibility with your quoting/enrollment tools
✅ Custom workflows – Your sales process is unique—your CRM should flex to match it
✅ Automation-ready – Save time with triggers, reminders, and drip campaigns
Quotit can help check these boxes—and gives you tools built for both ACA and Medicare agents.
Whether you're selling Medicare Advantage or ACA plans—or both—CRM software isn’t just a nice-to-have. It's your competitive edge.
The right CRM doesn’t just help you organize data. It helps you scale your business, improve your client experience, and finally feel like you’re in control of your day.
With Quotit’s CRM functionality, you don’t have to choose between quoting, enrolling, and managing clients. You get it all, in one easy-to-use platform.