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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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6 Step Checklist for Medicare & ACA Compliance
by The Quotit Team | 06.16.2025 | 11 min

6 Step Checklist for Medicare & ACA Compliance

Think compliance is something you can worry about later? Think again. When AEP and OEP season hits, health insurance agents don’t just sell—they document, track, and follow CMS rules to the letter. An...

ACA, Regulations, OEP, Medicare Advantage
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Best States to Sell Medicare Supplements In
by The Quotit Team | 11.15.2024 | 7 min

Best States to Sell Medicare Supplements In

Sales Enablement, Selling Insurance
New Client Onboarding Checklist for Insurance Agents
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
How to Write a Health Insurance Proposal
by The Quotit Team | 02.27.2024 | 7 min

How to Write a Health Insurance Proposal

Strong health insurance proposals can captivate clients, outline their health insurance options, and spark more sales. A poorly crafted proposal will have the opposite effect – leaving clients searchi...

Marketing and Sales, Sales Enablement, health insurance
How To Increase Insurance Agent Productivity With Quotit Software
by The Quotit Team | 12.11.2023 | 7 min

How To Increase Insurance Agent Productivity With Quotit Software

In addition to managing leads, engaging clients, and keeping up with industry trends, insurance agents also have to meet clients’ increasing desire for a strong customer experience.

Software and Technology, Marketing and Sales, Sales Enablement
The Essential Guide to Selling Medicare Supplements After AEP
by The Quotit Team | 08.22.2023 | 10 min

The Essential Guide to Selling Medicare Supplements After AEP

With another busy Annual Election Period (AEP), in the books, the ability to sell insurance may seem slow. During the downturn, many insurance salespeople may opt to slow down their efforts to sell in...

Sales Enablement, Selling Insurance
50 Ice Breakers to Warm Up Cold Insurance Calls
by The Quotit Team | 04.18.2022 | 5 min

50 Ice Breakers to Warm Up Cold Insurance Calls

If the last few years or so have taught us anything, it’s that a 20-minute Zoom call can be as awkward as your first set of braces in junior high or finding out after the meeting ends that you called ...

Sales Enablement, Insurance Basics, cold calling
10 Unexpected Benefits of Using EDE
by The Quotit Team | 01.24.2022 | 5 min

10 Unexpected Benefits of Using EDE

Reading Time: 4 Minutes Enhanced Direct Enrollment gives you the tools you need to offer ACA insurance shoppers a more seamless, customer-centric experience It’s been an exceptional year so far for Fe...

Software and Technology, Sales Enablement, EDE
How to Educate Your Clients On Medicare
by The Quotit Team | 04.22.2021 | 12 min

How to Educate Your Clients On Medicare

After working hard for several decades, everyone deserves to enjoy their golden years. To do that, though, they need to stay healthy. And that starts with having health insurance that enables them to ...

Sales Enablement, Selling Insurance
4 Reasons You Should Sell Ancillary Insurance
by The Quotit Team | 07.09.2020 | 6 min

4 Reasons You Should Sell Ancillary Insurance

The best health insurance agencies are always trying to generate more sales. Of course, the majority of sales occur during the annual enrollment period (AEP), when clients shop for health insurance pr...

Marketing and Sales, Sales Enablement, Selling Insurance
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