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Resources

We offer a selection of resources to help you stay up to date on the latest in health insurance marketing and technology.
These documents will provide you with an in-depth analysis of topics in the healthcare marketplace.

Guide

The Insurance Agent’s Guide to Selling Medicare...

Explore all you need to know about maximizing your Medicare sales in 2024 and vital tips for selling health insurance for... Read More

Guide

The Value of Supplemental Health Insurance

Do you want to most out of OEP? Don't miss the chance to capitalize on this critical time and expand your business by... Secure your Guide

Guide

Optimizing Your Agency Website

Are you ready to excel during the AEP and OEP? Look no further than our comprehensive guide, Optimizing Your Agency Website:... Get Your Guide

Guide

How Do I Compete with a Call Center?

Are you an independent health insurance agent who finds it challenging to stand out amidst impersonal call centers? Download Today

Guide

Address Common Customer Concerns During OEP

This guide offers invaluable insights, strategies, and communication skills to excel in guiding your clients Download Today

Guide

Top 12 Tips for Insurance Agents During OEP

Get ready for the next open enrollment with everything you need to know, including the top 12 tips for success. Read More

Infographic

What Agents Need to Know About the ACA

Discover everything insurance agents need to know about the Affordable Care Act (ACA) in our comprehensive infographic. Download Today

Infographic

Common Terms and Definitions Explained

Are you looking to expand your knowledge and enhance your expertise in the world of insurance? Look no further than our... Download Today

Webinar

Register for our Upcoming Webinars

Looking to increase your health insurance sales skills? Sign up for our Quotit Quicks webinar series today designed to help... Register Today

Toolkit

AEP/OEP Sales and Marketing Toolkit

We’ve put together a tool kit to help you stay organized and successful during this year’s open enrollment period. Access Toolkit

Guide

How to Successfully Sell Ancillary Insurance...

Our resource, How to Successfully Sell Health Ancillary Insurance from Home, provides tricks to use technology to increase... Download Now

Guide

Online Marketing for Insurance Agencies

Our helpful new guide provides invaluable tips and tricks for insurance agencies to build an online insurance marketing... Download Now

Guide

The Value of Ancillary Products

Ancillary Product plans are a must-have in every insurance broker's tool belt. This guide can help insurance agents sell... Register Today

Webinar

Carrier Quicks: The Value of Ancillary Products

In this Carrier Quicks, a webinar series designed to educate about the insurance industry, LifeSecure Insurance Company... Start Video

Infographic

The Ultimate Infographic for Onboarding Clients

This infographic will provide you with four tips to create an engaging onboarding process that adds value right from the... Get the infographic!

Guide

How to Sell Ancillary Insurance Over the Phone

Our helpful guide provides invaluable tips for insurance brokers selling health insurance over the phone during OEP. Download Now

Guide

Guide: The Benefits of Selling Fixed Indemnity...

Fixed Indemnity plans are a must-have in every insurance brokers tool belt. This guide can help insurance agents sell more... Download Now

Webinar

Quotit Carrier Quicks: Fixed Indemnity Plans

In this Carrier Quicks, a webinar series that educates insurance agents about the industry, Nick Murillo speaks on the... Register Today

Guide

The Future of Teledentistry

When prospects and clients ask questions about teledentistry, it's helpful to have talking points handy that will help keep... Register Today

Webinar

Quotit Carrier Quicks: Telehealth Trends: What is...

Carrier Quicks is a series of webinars designed to educate on the insurance industry. Becca Bean from leads the discussion... Start Video

Checklist

Insurance Email Subject Line Checklist for Brokers

Our Email Subject Line Checklist provides tip to generate successful email subject lines and opened emails. Get The Checklist

eBook

Quotit Quick Bites: Stop Hiding from Your Clients

Our Quotit Quick Bites eBook provides tip to generate more leads and helps you develop meaningful customer retention... Get the eBook

Template

OEP and AEP Goal Setting Templates

Insurance agents can prepare for the upcoming open enrollment and Medicare annual election periods with these goal-setting... Download Templates

Webinar

Quotit Quicks: Are You Ready for OEP?

This webinar gives tips on how to get organized before OEP, to-do's to add to your enrollment prep list, and sales tips to... Start Video

Guide

Guide: Cross-selling During OEP

Our new eBook is an insurance agent resource packed with tips to help you build on existing business this OEP to a... Download Now

Infographic

Why is Customer Retention So Important Infographic

Our helpful infographic offers useful tips for growing your business by enriching your customer experience and tapping into... Download Now

Webinar

Quotit Quicks: Stop Throwing Your Clients Away

This webinar gives tips on how to increase your customer retention, soliciting customer referrals and how to leverage... Start Video

Guide

Guide: Social Media Marketing Do's and Don't for...

Our helpful guide Social Media: Do's and Don'ts Guide, offers useful tips for leveraging the social media to help grow your... Download Now

Webinar

Quotit Quicks: Harnessing the Power of Social...

This webinar is designed to help insurance agents use social media to connect with their prospects ahead of OEP season. Start Video

Guide

Guide: Insurance Sales Prospecting In a Digital...

It's a new world for insurance agents, and prospecting is a new game with new tools and new rules. Read on for tips to help... Download Now

Webinar

Quotit Quicks: Increasing Your Digital Footprint

This webinar is designed to help insurance agents find ways to connect quickly and easily online with clients and prospects. Start Video

Guide

Expanding Your Digital Footprint Guide

Here are tips for leveraging Google Business and SEO as you grow your insurance agency business. Download Now

Guide

10 Ways to Optimize Your Email Marketing

Here are 12 of our best attention-getters for upping your insurance email game Download Now

Webinar

Quotit Carrier Quicks: Telemedicine:...

Carrier Quicks is a series of webinars designed to educate on the insurance industry. Andy Murray from SASid leads the... Start Video

Guide

An Insider's Guide to Increasing Medicare Sales

Our handy new resource, An Insider’s Guide to Increasing Medicare Sales, can help with increasing your Medicare... Download Now

eBook

Quotit Quick Bites: Spring into Sales eBook

Highly Successful Sales Conversations Don't Just Happen - the Quotit Quick Bites eBook will cover tips to build rapport with... Get the eBook

Guide

Guide: Finessing the Follow-up

Guide: Finessing the Follow-up Download Now

Guide

Guide: Building Better Rapport Do's and Don'ts

Guide: Building Better Rapport Do's and Don'ts Download Now

Webinar

Quotit Quicks: Asking All the Right Questions

Webinar - Quotit Quicks: Asking All the Right Questions Start Video

eBook

Quick Bites eBook

Highly Successful Sales Conversations Don't Just Happen - the Quotit Quick Bites eBook will cover techniques to drive deals... Get the eBook

Webinar

Quotit Quicks: Cold Calling: How to Stand Out...

Webinar - Quotit Quicks: Cold Calling: How to Stand Out from the Crowd Start Video

Webinar

Quotit Quicks: The Beat Goes On: Follow-up...

Webinar - Quotit Quicks: The Beat Goes On: Follow-up Cadence Best Practices Start Video

Webinar

Quotit Quicks: Building Better Rapport with...

Webinar - Quotit Quicks: Building Better Rapport with Prospects & Clients Start Video

Webinar

Quotit Quicks: Mastering Voicemails in...

Webinar - Quotit Quicks: Mastering Voicemails in Prospecting Calls Start Video

Webinar

Quotit Quicks: Be Your Own Worst Critic: How to...

Webinar - Quotit Quicks: Be Your Own Worst Critic: How to Identify What You Are Doing Wrong and Fix It Start Video

Webinar

Quotit Quicks: Get Past Objections in Your Sales...

Webinar - Quotit Quicks: Get Past Objections in Your Sales Calls Start Video

Webinar

Quotit Quicks: Controlling the Sales Conversation...

Webinar - Quotit Quicks: Controlling the Sales Conversation with Prospects Start Video

Webinar

Quotit Quicks: Using Sales Discovery to Write...

Webinar - Quotit Quicks: Using Sales Discovery to Write More Business Start Video

Webinar

Quotit Quicks: Mastering the Close

Webinar - Quotit Quicks: Mastering the Close Start Video

Guide

Guide: Voicemail Tips and Techniques for Sales...

Guide: Voicemail Tips and Techniques for Sales Calls Download Now

Sales Enablement

Sales Skills Evaluation Worksheet

Be ready to honestly assess yourself on where you stand on executing on those items, and to invite actionable feedback from... Download the Worksheet

Template

Isolating Objections in Your Sales Calls

In sales-speak, an “objection” is the “no” you need to navigate around to successfully drive the deal forward. Some of the... Download the Guide

Checklist

Sales Call Survival Guide

Before you start connecting with prospects, take a look at our insurance sales call survival guide. Its packed with tips,... Get the Guide

Template

Working Remote: A Guide To Virtual Selling For...

With brand-name companies such as Twitter, Slack, and Shopify announcing they are moving to permanent work-at-home models,... Download the Guide

Checklist

Health Insurance Proposal Checklist

If you want to sell more insurance policies, you need to put together great proposals. That's why we've put together this... Get the Checklist

Template

Personal Health Insurance Proposal Templates

Health Insurance proposals are a critical part of the sales process and can take a large amount of time to create for your... Download Now

Template

OEP Email Templates

To help your company make the most out of the upcoming open enrollment period, we’ve put together four email templates that... Save Your Copy

Webinar

How to Boost Sales & Productivity With a CRM

In this on-demand webinar, Matt Eayrs, Training Specialist at Quotit, will teach you how a CRM can help you increase sales... Start Video

Webinar

Have the Best OEP Ever: Insider Tips & Tricks

In this on-demand webinar, Matt Eayrs, Training Specialist at Quotit, as he shares tips and tricks for making this your most... Start Video

Checklist

Health Insurance Software: Build or Buy Checklist

There’s a lot of information to consider when deciding to implement new insurance software. Use our FREE checklist to stay... Download Now

Checklist

Phone Prospecting Checklist for Insurance Agents

Set yourself up for success and improve your prospecting skills with with our insurance agent phone prospecting checklist. Download Now

Template

Sales Cadence for Selling Ancillary + Email...

Increase your sales by selling ancillary insurance products to the people who already trust your expertise. Download Now

Guide

Taking Your Health Insurance Agency to the Next...

Learn how you can deliver more value to your clients, boost your productivity, and increase sales by automating your... View Now

Whitepaper

Essential Guide to Insurance Broker Software

Learn more about the different tools available and how they can be used to expand your business. Download Now

Guide

Referral Marketing Tips & Techniques

How to build the foundation for successful referral marketing at your insurance company Download Now

Guide

Competing in the Small Group Market

Starting a career in the insurance industry, or looking to expand your business? Tapping into the small group market could... Download Now

Case Study

How HealthCare.com Uses Quotit's Data Services

See how HealthCare.com increased productivity and reduced costs by connecting plans, rates and benefits using Quotit’s data... Download Now

Whitepaper

Proven Methods to Grow Your Insurance Business

Find out how you can maximize your sales and income opportunities for your insurance business. Download Now

Guide

The Insurance Agent's Starter Guide to Local SEO

Learn how to generate traffic and sales as an insurance agent through the power of local Search Engine Optimization (SEO). Download Now

Whitepaper

Quoting and Online Enrollment in An ACA World

Learn about ACA compliant quoting and online enrollment to support millions of individuals and families across the country... Download Now

Guide

CRM Productivity Report

So how do you boost your productivity and cut down on manual processes? We’ve put together a guide to help answer that... Download Now!

Take your insurance business to the next level with Quotit