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
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?Guide
Address Common Customer Concerns During OEP
This guide offers invaluable insights, strategies, and communication skills to excel in guiding your clientsGuide
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.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...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...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.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.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...Guide
Online Marketing for Insurance Agencies
Our helpful new guide provides invaluable tips and tricks for insurance agencies to build an online insurance marketing...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...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...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...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.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...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...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...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...Checklist
Insurance Email Subject Line Checklist for Brokers
Our Email Subject Line Checklist provides tip to generate successful email subject lines and opened emails.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...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...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...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...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...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...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...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.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...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.Guide
Expanding Your Digital Footprint Guide
Here are tips for leveraging Google Business and SEO as you grow your insurance agency business.Guide
10 Ways to Optimize Your Email Marketing
Here are 12 of our best attention-getters for upping your insurance email gameWebinar
Quotit Carrier Quicks: Telemedicine:...
Carrier Quicks is a series of webinars designed to educate on the insurance industry. Andy Murray from SASid leads the...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...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...Guide
Guide: Building Better Rapport Do's and Don'ts
Guide: Building Better Rapport Do's and Don'tsWebinar
Quotit Quicks: Asking All the Right Questions
Webinar - Quotit Quicks: Asking All the Right QuestionseBook
Quick Bites eBook
Highly Successful Sales Conversations Don't Just Happen - the Quotit Quick Bites eBook will cover techniques to drive deals...Webinar
Quotit Quicks: Cold Calling: How to Stand Out...
Webinar - Quotit Quicks: Cold Calling: How to Stand Out from the CrowdWebinar
Quotit Quicks: The Beat Goes On: Follow-up...
Webinar - Quotit Quicks: The Beat Goes On: Follow-up Cadence Best PracticesWebinar
Quotit Quicks: Building Better Rapport with...
Webinar - Quotit Quicks: Building Better Rapport with Prospects & ClientsWebinar
Quotit Quicks: Mastering Voicemails in...
Webinar - Quotit Quicks: Mastering Voicemails in Prospecting CallsWebinar
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 ItWebinar
Quotit Quicks: Get Past Objections in Your Sales...
Webinar - Quotit Quicks: Get Past Objections in Your Sales CallsWebinar
Quotit Quicks: Controlling the Sales Conversation...
Webinar - Quotit Quicks: Controlling the Sales Conversation with ProspectsWebinar
Quotit Quicks: Using Sales Discovery to Write...
Webinar - Quotit Quicks: Using Sales Discovery to Write More BusinessGuide
Guide: Voicemail Tips and Techniques for Sales...
Guide: Voicemail Tips and Techniques for Sales CallsSales 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...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...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,...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,...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...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...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...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...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...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...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.Template
Sales Cadence for Selling Ancillary + Email...
Increase your sales by selling ancillary insurance products to the people who already trust your expertise.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...Whitepaper
Essential Guide to Insurance Broker Software
Learn more about the different tools available and how they can be used to expand your business.Guide
Referral Marketing Tips & Techniques
How to build the foundation for successful referral marketing at your insurance companyGuide
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...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...Whitepaper
Proven Methods to Grow Your Insurance Business
Find out how you can maximize your sales and income opportunities for your insurance business.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).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...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...