Quotit Product Updates

Beneficiary Eligibility Query (BEQ) allows insurance agents to quickly compare benefit enhancements across multiple plans and equips agents with the detailed insights needed to present clients with tailored plan options that align with their healthcare needs and financial considerations.

With BEQ you can:

• Validate Medicare Beneficiary Identifier (MBI): Ensure accuracy and compliance by quickly validating the Medicare Beneficiary Identifier for each client.
  
  
• Check Part A and Part B Effective Dates: Access essential information on Medicare Part A and Part B effective dates, enabling agents to provide timely and relevant plan options.
  
  
• Validate Medicare Beneficiary Identifier (MBI): Determine the LIS level for clients, helping to identify cost-saving opportunities and suitable plans. For an agent, this is critical in identifying a potential Special Enrollment Period SEP during Q1, Q2, and Q3.
  
  
• View Current Medicare Advantage Plan: Gain insights into the current Medicare Advantage plan clients are enrolled in, allowing for better comparison and recommendation of new plans.

If you are selling Medicare Advantage or prescription drug coverage, you’re required to record conversations from submission to application for compliance.

Quotit makes initiating client inbound and outbound calls easier than ever.

Our system not only recognizes and directs you to the corresponding client record within our end-to-end CRM but also automatically attaches call recordings to their profiles. And don’t worry about losing missed calls; our call recording feature will log those for you too.

Quotit’s E-commerce Consumer Quoting Link goes beyond simple lead generation. It intelligently matches clients with plans based on their existing CRM data, providing a highly personalized experience that boosts conversion rates.

Furthermore, the system automatically credits the appropriate agents using their unique IDs, eliminating commission disputes and enhancing team productivity. By leveraging this powerful tool, you'll save time and resources and also gain a significant edge in the competitive insurance market, turning every digital interaction into a potential sale.

SMS text messaging for SOAs is now live on the Quotit Platform!

Quotit’s new SMS text messaging feature gives your clients the ability to sign SOAs over text, offering them more ways to match their preferred method of signing.

To access this new feature, simply log in to your Quotit account and navigate to the "My Account" section. Proceed to the SMS Configuration tab to set up the designated number for sending text messages to your clients.

Chasing down application signatures could be a thing of the past with our SMS texting feature!

With Quotit, you can send health insurance applications via text messaging, letting your clients sign wherever and whenever. While this feature makes it easier for your clients, it’s also a game changer for you. You’ll be happy to have:

• Increased efficiency with a faster process and reduced delays
• Higher client engagement with better response rates
• Improved conversion rates from lower drop-off
• An enhanced client experience for clients who may not check emails frequently
• A competitive edge from positioning yourself as client-focused and forward-thinking.

Introducing Quotit’s Enhanced Direct Enrollment (EDE) Dashboard, a central hub designed to streamline the management of your Marketplace clients and applications initiated through our EDE platform.

This intuitive dashboard provides everything you need to efficiently oversee your clients' progress and tasks in one convenient location.

Features of the Dashboard:

• High-Level Application Insights: Gain immediate insights with a comprehensive view of current applications in progress and those submitted to the Marketplace, allowing you to monitor and manage client activities effectively.
  
  
• Efficient Contact Management: Filter and manage your contact list, including clients who have initiated applications through Quotit’s EDE, ensuring you have up-to-date information at your fingertips.
  
  
• Detailed Plan and Application Tracking: Track plan details, premium information, activity dates, application statuses, and available actions for each contact, providing a holistic view of your clients' statuses and needs.
  
  
• Advanced Filtering Options: Utilize advanced filters to streamline your contact list by client name, state, exchange type, and application status, making it easier to manage your growing client base.

Note: If you're already using Enhanced Direct Enrollment (EDE) with Quotit, you'll automatically gain access to this powerful tool.

We are excited to introduce the Estimated Annual Retail Drug Cost for Medicare Advantage (EARD) tool, designed to be an invaluable asset for agents during the Medicare quoting process. Our EARD tool gives clients a clearer understanding of their prescription drug costs with Medicare RX and Medicare Advantage plans, empowering them to make informed decisions.

Key Benefits of Quotit’s EARD Tool:

Streamline Calculations: The EARD tool in Quotit allows agents to easily calculate drug costs and gap coverage all in one place, simplifying the process for both agents and clients.

Effortlessly Identify and Verify Doctor Coverage: With our doctor finder feature, agents can quickly verify doctor coverage within Medicare Advantage plans, providing clients with the reassurance that their preferred healthcare providers are included in their plans.

Seamlessly Match Prescriptions: Agents can effortlessly match client prescriptions to available Medicare plans, ensuring that clients receive coverage tailored to their specific healthcare needs.

Take a look at how it works in greater detail

If you offer plans through HealthCare.gov, providing easy pricing plans is obligatory. Quotit makes it easy to identify easy pricing plans and deliver a tailored solution for your clients.

Here are the latest Quotit’s Marketplace Easy Pricing features:

Instant Plan Comparison: Quickly compare pricing across multiple Marketplace plans, allowing agents to present clients with the most suitable options.

Accurate Cost Estimates: Provide clients with precise pricing information, including premiums, deductibles, and out-of-pocket costs, helping them make informed decisions.

Quotit’s Online Enrollment System (OES) streamlines the enrollment process by enabling agents to enroll clients directly with participating carriers through Quotit’s health insurance software.

Here’s how Quotit’s OES works:

1. Customers shopping on your website can compare benefits, rates, and providers before enrolling – all within one seamless process.
2. After clicking the “Apply” button, your client’s information is pre-loaded into Quotit, and the completed form is automatically uploaded into the carrier’s system.

This feature offers:

• Seamless single sign-on integration
• Robust data validation
• Fully customizable CSS styling
• HIPAA and Payment Card Industry (PCI) compliance
• Several application delivery options to fit your unique infrastructure