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 health care marketplace.

Working Remote: A Guide To Virtual Selling For Insurance Agents

Template

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

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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

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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

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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

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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

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

Webinar

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

Webinar

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

Guide

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

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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