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.

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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OEP Toolkit for Insurance Agents and Agencies

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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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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Phone Prospecting Checklist for Insurance Agents

Checklist

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

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Sales Cadence for Selling Ancillary + Email Templates

Template

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

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Taking Your Health Insurance Agency to the Next Level with a CRM Solution

Guide

Learn how you can deliver more value to your clients, boost your productivity, and increase sales by automating your day-to-day work with a CRM solution.

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Essential Guide to Insurance Broker Software

Guide

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

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Referral Marketing Tips & Techniques

Guide

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

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