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The Hub

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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Insurance Referral Tips You Need to Try
by The Quotit Team | 05.23.2022 | 4 min

Insurance Referral Tips You Need to Try

Everyone wants insurance referrals – the question is how to get them. The bottom line is this: If clients have a good experience with you, they are more likely to recommend your services to others. Ge...

Insurance Referrals, Insurance Referral Marketing
Tips & Techniques for Building an Insurance Referral Program
by The Quotit Team | 02.14.2022 | 4 min

Tips & Techniques for Building an Insurance Referral Program

Referrals deliver some of the valuable leads around, and rendered with a deft hand, a formal program can help you double down on the benefits

Health Insurance Marketing, Insurance Leads, Insurance Referrals
The Art of Asking for Insurance Referrals
by The Quotit Team | 02.07.2022 | 6 min

The Art of Asking for Insurance Referrals

Asking your insurance clients for referrals is a delicate dance requiring a subtle approach, patience, and a willingness to reward your most loyal shining stars

Health Insurance Marketing, Insurance Leads, Insurance Referrals

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