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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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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by The Quotit Team | 06.09.2025 | 11 min

7 Insurance Marketing Ideas to Stand Out and Grow Your Book in 2025

Still relying on postcards and referrals to grow your business? You’re not alone—but it’s 2025, and clients expect more than a handshake and a magnet with your phone number. Today’s health insurance s...

Marketing and Sales, Health Insurance Marketing

by The Quotit Team | 03.03.2025 | 12 min

Crafting the Ultimate Welcome Kit for New Insurance Clients: A Comprehensive Guide

Imagine this: You've just closed a deal with a new insurance client. Congratulations! But hold on—before you pop the champagne, remember that the real work has just begun. The first impression you mak...

Marketing and Sales, Insurance Clients

by The Quotit Team | 02.24.2025 | 9 min

Master Email Marketing: Turn Cold Insurance Leads into Loyal Clients

Let’s face it—nobody wakes up excited to see a new insurance email in their inbox. But here’s the kicker: email marketing remains one of the highest-ROI marketing channels, and when done right, it can...

Marketing and Sales, Health Insurance Marketing, Email Marketing

by The Quotit Team | 01.13.2025 | 7 min

Mastering Communication in Insurance Sales: Overcome Barriers and Build Trust

Let’s face it: Communication in the insurance world can feel like speaking an entirely different language. And when clients don’t understand what you’re saying, they’re less likely to trust you—or buy...

Marketing and Sales, Health Insurance Sales

by The Quotit Team | 09.05.2024 | 5 min

How Quotit’s Health Insurance Software Can Increase Enrollments

In today’s fast-paced market, having the right technology is crucial for staying ahead. Modern, advanced tools don’t just streamline your operations, they enable you to handle more leads and clients i...

Marketing and Sales

by The Quotit Team | 05.03.2024 | 8 min

Becoming an Independent Insurance Agent

Becoming an independent insurance agent gives you the freedom to set your own schedule, sell plans from multiple carriers, get a much bigger chunk of the revenue per sale, and provide you with the fle...

Marketing and Sales, Selling Insurance

by The Quotit Team | 04.08.2024 | 7 min

9 Proven Strategies That Maximize Marketing for Insurance Agents

There are several insurance marketing ideas you can use to promote your business, streamline your marketing efforts, and drive more sales. It’s important to choose tactics and strategies that best ali...

Marketing and Sales, Health Insurance Marketing, Medicare, Marketing

by The Quotit Team | 04.01.2024 | 6 min

New Client Onboarding Checklist for Insurance Agents

In the insurance industry, first impressions matter; 87% of clients believe businesses should focus on delivering a positive experience at every touchpoint, including the onboarding process.

Marketing and Sales, Sales Enablement

by The Quotit Team | 03.15.2024 | 8 min

5 Effective Insurance Prospecting Tips for Agents

As an agent, successful insurance prospecting to convert leads into clients is the most important challenge to overcome. Many agents struggle to prospect correctly and consistently win over leads. Thi...

Marketing and Sales

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