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 health care marketplace.

Working Remote: A Guide To Virtual Selling For Insurance Agents


With brand-name companies such as Twitter, Slack, and Shopify announcing they are moving to permanent work-at-home models, it's safe to say that working from home is quickly...

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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 10-step checklist to help you create professional proposals...

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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 client.  With these templates, you can streamline the...

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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 your sales team can use to engage with clients and...

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OEP and AEP Goal Setting Templates


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

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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.

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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 and boost productivity.

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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 successful Open Enrollment ever!

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OEP/AEP Checklist: Making the Most of Open Enrollment Periods


Check out our tips, templates, and how-tos for all of your open enrollment needs from marketing to prospecting to technology.

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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 informed, organized, and on task.

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