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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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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
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How CRM Software Helps Health Insurance Agents Work Smarter (Not Harder)
by The Quotit Team | 06.02.2025 | 12 min

How CRM Software Helps Health Insurance Agents Work Smarter (Not Harder)

Have you ever felt like you spend more time chasing paperwork than helping people? Between juggling client calls, quoting plans, following up on applications, and remembering renewal dates—it’s no won...

Software and Technology, Insurance Agency CRM
Should You Join an FMO? Read This Before You Sign Anything
by The Quotit Team | 04.28.2025 | 8 min

Should You Join an FMO? Read This Before You Sign Anything

Thinking about joining an FMO? You’re not alone. Many health insurance agents—especially those starting out—are told that an FMO is the key to success. And in many cases, they can be a valuable partne...

Software and Technology, Health Insurance Software, FMO
Revolutionizing Your Insurance Proposals: The Guide for Health Insurance Agents
by The Quotit Team | 03.17.2025 | 14 min

Revolutionizing Your Insurance Proposals: The Guide for Health Insurance Agents

In the whirlwind world of health insurance, keeping up means grabbing onto tools that make life easier and client chats smoother. Enter the superhero of 2025: advanced insurance proposal software. Say...

Software and Technology, Health Care Proposals
Why Independent Insurance Agents Love Quotit: The Ultimate Tool for Freedom and Flexibility
by The Quotit Team | 01.13.2025 | 5 min

Why Independent Insurance Agents Love Quotit: The Ultimate Tool for Freedom and Flexibility

In the world of health insurance sales, independence isn’t just a luxury—it’s a necessity. Independent agents thrive on flexibility, freedom of choice, and the ability to operate without constraints. ...

Software and Technology, Health Insurance Sales, Health Insurance Agents
New Year, New Goals: How Health Insurance Agents Can Plan for a Successful 2025
by The Quotit Team | 12.16.2024 | 5 min

New Year, New Goals: How Health Insurance Agents Can Plan for a Successful 2025

As the holiday season wraps up and the new year looms, there’s one thing every health insurance agent should have on their to-do list: planning for success in 2025. Yes, even if you’re still catching ...

Software and Technology, Health Insurance Marketing, Health Insurance Sales
Understanding the Special Enrollment Period (SEP): A Guide for Agents
by The Quotit Team | 12.02.2024 | 5 min

Understanding the Special Enrollment Period (SEP): A Guide for Agents

Navigating health insurance outside of the standard Open Enrollment Period (OEP) can be challenging, but that’s where the Special Enrollment Period (SEP) steps in. For health insurance agents, masteri...

Software and Technology, Health Insurance Marketing, Medicare
Medicare Quoting and Enrolling Software for Insurance Agents: The Key to Success During AEP and Beyond
by The Quotit Team | 11.11.2024 | 7 min

Medicare Quoting and Enrolling Software for Insurance Agents: The Key to Success During AEP and Beyond

If you’re a Medicare insurance agent, you’re likely all too familiar with the whirlwind that comes with AEP (Annual Enrollment Period). Between managing client interactions, staying on top of complian...

Software and Technology, Health Insurance Marketing, Medicare
Medicare Quoting Tool Key Advantages: Quotit vs. Medicare.gov
by The Quotit Team | 10.16.2024 | 10 min

Medicare Quoting Tool Key Advantages: Quotit vs. Medicare.gov

With a streamlined quoting process, you have the potential for more Medicare sales.

Software and Technology, Health Insurance Marketing, Medicare
Enhance Your AEP Efficiency Using Quotit’s SOA Feature
by The Quotit Team | 07.29.2024 | 5 min

Enhance Your AEP Efficiency Using Quotit’s SOA Feature

The Annual Enrollment Period (AEP) is a critical time for Medicare insurance agents. With a limited window to enroll clients, efficiency and compliance are paramount.

Software and Technology, Medicare, Scope of Appointment
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