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The Hub is Quotit's blog for insurance professionals to help grow their business through sales, marketing, and software tips.

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5 Client Retention Strategies for AEP & OEP Success
by The Quotit Team | 07.07.2025 | 10 min

5 Client Retention Strategies for AEP & OEP Success

Let’s face it—acquiring new clients feels exciting, but retaining your current ones pays the bills. Before you chase down a single new prospect for AEP and OEP this year, ask yourself: “Am I taking ca...

AEP, OEP, Client Retention
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5 Client Retention Strategies for AEP & OEP Success
by The Quotit Team | 07.07.2025 | 10 min

5 Client Retention Strategies for AEP & OEP Success

Let’s face it—acquiring new clients feels exciting, but retaining your current ones pays the bills. Before you chase down a single new prospect for AEP and OEP this year, ask yourself: “Am I taking ca...

AEP, OEP, Client Retention
AEP/OEP Preparation Timeline: Month-by-Month Playbook
by The Quotit Team | 06.30.2025 | 15 min

AEP/OEP Preparation Timeline: Month-by-Month Playbook

You know the agents who look calm in October? They started planning in June—while everyone else was still hunting for sunscreen. Below is a month-by-month roadmap from now through the end of Open Enro...

AEP, OEP, Health Insurance Sales
5 Marketing Materials to Prep for Open Enrollment
by The Quotit Team | 06.23.2025 | 14 min

5 Marketing Materials to Prep for Open Enrollment

Open Enrollment season always arrives sooner than you expect. Agents who delay their preparations often find themselves overwhelmed. Don’t let this happen to you. To ensure a smooth, profitable enroll...

Health Insurance Marketing, AEP, OEP
How MGAs Can Better Connect with Senior Clients
by The Quotit Team | 06.17.2025 | 7 min

How MGAs Can Better Connect with Senior Clients

When was the last time your senior clients genuinely thanked you for making their health insurance simple? As a health insurance agent or MGA (Managing General Agent), your relationships with senior c...

Selling Insurance, Medicare, AEP
Top 5 Tech Tools for AEP & OEP Sales Success
by The Quotit Team | 06.16.2025 | 9 min

Top 5 Tech Tools for AEP & OEP Sales Success

When it comes to Open Enrollment, both Medicare AEP and ACA OEP move fast—and so should your technology. Whether you’re helping seniors review Medicare Advantage plans or guiding under-65 clients thro...

AEP, OEP, Client Retention
Craft Your AEP Marketing Strategy: Segment, Plan & Succeed
by The Quotit Team | 06.09.2025 | 7 min

Craft Your AEP Marketing Strategy: Segment, Plan & Succeed

Feeling overwhelmed by AEP approaching faster than your morning coffee kicks in? Don't stress—having a clear marketing strategy can transform your Annual Enrollment Period from chaos into clarity. Suc...

Health Insurance Marketing, AEP
5 Essential Steps to Prep for AEP/OEP Starting Now
by The Quotit Team | 06.02.2025 | 8 min

5 Essential Steps to Prep for AEP/OEP Starting Now

Is it too early to start prepping for AEP/OEP? Not if you want to outpace your competition, avoid the last-minute scramble, and make this your best enrollment season yet. When it comes to Open Enrollm...

Health Insurance Marketing, AEP, OEP, Insurance Agent Strategies
Stay Sane During Open Enrollment: Agent Stress Tips
by The Quotit Team | 05.19.2025 | 11 min

Stay Sane During Open Enrollment: Agent Stress Tips

Let’s be honest—open enrollment season can feel like a sprint that turns into a marathon. Phones ringing off the hook. Endless plan comparisons. Clients who needed everything done yesterday. Sound fam...

insurance software, AEP, OEP
What Health Insurance Agents Should Be Doing Between OEP and AEP
by The Quotit Team | 05.12.2025 | 8 min

What Health Insurance Agents Should Be Doing Between OEP and AEP

The period between the Open Enrollment Period (OEP) and the Annual Enrollment Period (AEP) can feel like a lull for health insurance agents. However, this "quiet season" presents a golden opportunity ...

AEP, OEP, Health Insurance Agents
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