Quotit announces new CoverageBuilder Product Updates – June 2025

We’re excited to bring you powerful new features designed to streamline quoting, enrollment, and client engagement—right from the platform you trust.

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1. BEQ – Beneficiary Eligibility Query

  • Swiftly validate MBI, Medicare Part A & B effective dates, and LIS levels to uncover SEP opportunities.
  • See your clients’ current Medicare Advantage plans for a seamless comparison experience.

2. New CRM Call Recording Tool

  • Fully integrated call recording for inbound/outbound Medicare-related conversations.
  • Recordings auto-attach to client profiles—no more missed calls or unlogged conversations.

3. SMS Text for SOA Signatures

  • Clients can now digitally sign their Scope of Appointment (SOA) directly via SMS.
  • Easy setup through your CoverageBuilder account.

4. Enhanced Direct Enrollment (EDE) Dashboard

  • New central dashboard for managing Marketplace (HealthCare.gov) apps in real time.
  • Includes application status tracking, plan details, and powerful filters by state, app stage, and client.

5. Marketplace Easy Pricing Enhancements

  • Compare ACA Marketplace plan premiums, deductibles, and out-of-pocket costs instantly.
  • Ensures compliance and accuracy for HealthCare.gov quoting.

6. Coming Soon: SMS for Application E-Signatures

  • Soon, you’ll also be able to send application e-signature requests via SMS.
  • Expect faster signature turnaround, reduced drop-off rates, and improved client experience.

Why These Updates Matter

  • Boost Efficiency: From automated call logs to instant SMS signatures, day-to-day workflows just got smoother.
  • Increase Conversions: Personalized quoting and fast e-signatures help close more business.
  • Stay Compliant: Tools like BEQ and EDE reinforce security and regulatory adherence.
  • Enhance Client Trust: Deeper insights into drug costs and provider coverage build credibility and client satisfaction.

We’re committed to giving you the best tools to quote smarter, sell faster, and serve clients better. Stay tuned for more updates—and as always, we welcome your feedback!

The Quotit Team