Still juggling follow-ups manually?
What if your marketing handled itself—while sounding like you wrote it?
If you’ve been in health insurance sales for more than five minutes, you know quick follow-ups can make or break a deal.
But most agents don’t have time to write custom emails for every lead—or chase down contacts who ghosted after a quote. That’s where Quotit’s built-in email marketing tools come in. They’re not just “set it and forget it.” They’re “set it and close it.”
Why Email Automation (the Smart Kind) Matters for Health Insurance Agents
Speed Wins Deals
When someone requests a quote online, they want answers—fast. Quotit’s email marketing tools make sure your leads hear from you immediately, even while you're on the phone with another client.
Stay Top of Mind (Without Being Annoying)
Let’s be real: insurance isn’t always top priority for your prospects. But a well-timed email? It keeps you on their radar until they’re ready to make a move.
Nurture Without the Work
Some people need time to compare. Others need help understanding plan details. Quotit’s tools let you send helpful emails over time, keeping you in the conversation—without writing a single follow-up from scratch.
Smart Email Campaign Ideas to Try in Quotit
1. The Welcome Series
Use case: A prospect fills out a quote form.
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Email 1: "Thanks for checking out plans!" + intro to your services
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Email 2: Share a story of someone who found the perfect plan with your help
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Email 3: Offer a quick checklist or comparison guide
2. The “Why It Matters” Series
Use case: Educate clients to help them choose confidently.
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Email 1: “What’s the difference between HMO and PPO?”
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Email 2: “How to avoid unexpected out-of-pocket costs”
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Email 3: “What subsidies could you qualify for?”
3. The Re-Engager
Use case: A prospect ghosted after getting a quote.
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Email 1: “Still need coverage?” (friendly nudge)
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Email 2: “Why agents matter in the quoting process”
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Email 3: Limited-time reminder or helpful freebie
Quotit’s Built-In Features That Make It Easy
🎯 Personalized Messaging
Emails go out with your contact info, branding, and client’s name—so they feel personal, not robotic.
⏰ Scheduled Follow-Ups
Decide when and how often messages go out, so you’re always one step ahead.
📱 Mobile-Friendly Designs
Every email looks great on any device, so your message gets read, not deleted.
Real Example: From Forgettable to Unmissable
Meet Carlos, a Texas-based agent who sells both ACA and Medicare. Before using Quotit’s email tools, he manually followed up with each new lead—and lost a lot of them in the cracks.
After setting up a simple 3-email sequence for quote requests, his response rate jumped by 40%. One of his best clients this year came from an email that went out automatically… while he was picking up lunch.
Why This Isn’t “Just Another Tool”
Because it’s built right into the platform you already use. No third-party app. No confusing integrations. Just smarter follow-ups and better results—baked into your quoting flow.
That means:
✅ Fewer missed opportunities
✅ Less time writing repetitive emails
✅ More time closing deals
How to Make the Most of Quotit’s Email Tools
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Keep it short: Your prospects are busy. Stick to one clear idea per email.
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Write like a human: Ditch the corporate jargon. Sound like you.
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Include a clear next step: Schedule a call, compare plans, ask a question—just make it easy.
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Test and tweak: Check your analytics. If one email works better, double down on it.
The Future Is Fast, Friendly, and Followed Up
Whether you're selling ACA, Medicare, or both—your quoting game is only as strong as your follow-up game. Quotit’s built-in email marketing tools help you stay ahead, stay consistent, and stay booked.
And the best part? You don’t have to lift a finger once it's set up.
