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 AHIP Study Guide for Medicare Agents
Conquer the AHIP exam—without losing your mind. Everything you need to know to register, study, and pass—plus bonus tips... Pass my AHIP!Guide
Using LinkedIn to Attract New Clients
Whether you’re focusing on Open Enrollment, Medicare plans, or year-round coverage, this guide is packed with actionable... Snag My Guide!Checklist
The Ultimate Daily Planner for Health Insurance...
Just because Open Enrollment is over doesn’t mean your business takes a break. The most successful health insurance agents... Take me to the Planner!Guide
Preparing for the 2025 SEPs: Key Dates and...
Our free guide, Preparing for the 2025 Special Enrollment Periods: Key Dates and Strategies, offers tips on understanding... Take me to the Guide!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 MoreGuide
Navigating the 2025 Medicare Landscape: A Guide
With rising costs, shifting compensation structures, and more consumers shopping for Medicare Advantage, PDP, and Medicare... Get this guide!Checklist
Regulatory Compliance Cheatsheet
Don’t let this year's compliance updates trip you up! Whether you’re navigating the latest CMS changes or ensuring every... Get my Cheatsheet!Guide
How to Become a Medicare Insurance Agent
Embark on a career in Medicare insurance with our comprehensive guide! Learn MoreGuide
Personal Branding 101: Standing Out in the Health...
Our free guide, walks you through step-by-step tips to create a memorable, trustworthy brand that draws clients in and keeps... Grab my GuideQuiz
Health Insurance Software Quiz
Discover the features and tools you need in just 5 minutes with our online quiz. Take the QuizGuide
Selling Insurance: A Work From Home Guide for...
Whether you’re an independent agent or looking to expand your business, learn how you can start selling insurance from home. Learn More
Social Media Content Calendar and Tips
Transform your social media strategy with our comprehensive guide, designed specifically for health insurance agents. Download Today!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 GuideGuide
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 GuideGuide
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 TodayGuide
Address Common Customer Concerns During OEP
This guide offers invaluable insights, strategies, and communication skills to excel in guiding your clients Download TodayGuide
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 MoreInfographic
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 TodayInfographic
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 TodayToolkit
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 ToolkitGuide
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 NowGuide
Online Marketing for Insurance Agencies
Our helpful new guide provides invaluable tips and tricks for insurance agencies to build an online insurance marketing... Download NowGuide
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 TodayWebinar
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 VideoInfographic
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 NowGuide
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 NowWebinar
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 TodayGuide
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 TodayWebinar
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 VideoChecklist
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 ChecklisteBook
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 eBookTemplate
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 TemplatesWebinar
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 VideoGuide
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 NowInfographic
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 NowWebinar
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 VideoGuide
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 NowWebinar
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 VideoGuide
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 NowWebinar
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 VideoGuide
Expanding Your Digital Footprint Guide
Here are tips for leveraging Google Business and SEO as you grow your insurance agency business. Download NowGuide
10 Ways to Optimize Your Email Marketing
Here are 12 of our best attention-getters for upping your insurance email game Download NowWebinar
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 VideoGuide
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 NoweBook
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 eBookGuide
Guide: Building Better Rapport Do's and Don'ts
Guide: Building Better Rapport Do's and Don'ts Download NowWebinar
Quotit Quicks: Asking All the Right Questions
Webinar - Quotit Quicks: Asking All the Right Questions Start VideoeBook
Quick Bites eBook
Highly Successful Sales Conversations Don't Just Happen - the Quotit Quick Bites eBook will cover techniques to drive deals... Get the eBookWebinar
Quotit Quicks: Cold Calling: How to Stand Out...
Webinar - Quotit Quicks: Cold Calling: How to Stand Out from the Crowd Start VideoWebinar
Quotit Quicks: The Beat Goes On: Follow-up...
Webinar - Quotit Quicks: The Beat Goes On: Follow-up Cadence Best Practices Start VideoWebinar
Quotit Quicks: Building Better Rapport with...
Webinar - Quotit Quicks: Building Better Rapport with Prospects & Clients Start VideoWebinar
Quotit Quicks: Mastering Voicemails in...
Webinar - Quotit Quicks: Mastering Voicemails in Prospecting Calls Start VideoWebinar
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 VideoWebinar
Quotit Quicks: Get Past Objections in Your Sales...
Webinar - Quotit Quicks: Get Past Objections in Your Sales Calls Start VideoWebinar
Quotit Quicks: Controlling the Sales Conversation...
Webinar - Quotit Quicks: Controlling the Sales Conversation with Prospects Start VideoWebinar
Quotit Quicks: Using Sales Discovery to Write...
Webinar - Quotit Quicks: Using Sales Discovery to Write More Business Start VideoGuide
Guide: Voicemail Tips and Techniques for Sales...
Guide: Voicemail Tips and Techniques for Sales Calls Download NowSales 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 WorksheetTemplate
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 GuideChecklist
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 GuideChecklist
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 ChecklistTemplate
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 NowTemplate
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 CopyWebinar
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 VideoWebinar
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 VideoChecklist
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 NowChecklist
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 NowTemplate
Sales Cadence for Selling Ancillary + Email...
Increase your sales by selling ancillary insurance products to the people who already trust your expertise. Download NowGuide
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 NowWhitepaper
Essential Guide to Insurance Broker Software
Learn more about the different tools available and how they can be used to expand your business. Download NowGuide
Referral Marketing Tips & Techniques
How to build the foundation for successful referral marketing at your insurance company Download NowGuide
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 NowCase 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 NowWhitepaper
Proven Methods to Grow Your Insurance Business
Find out how you can maximize your sales and income opportunities for your insurance business. Download NowGuide
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 NowWhitepaper
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 NowGuide
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!
Coverage Builder Product Updates
We’re excited to bring you powerful new features designed to streamline quoting, enrollment, and client engagement—right... Check it out!