Quotit

5.0 (1)
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Quoting & lead management system for health insurance agency

About Quotit

Quotit is a health insurance software, which helps insurance professionals to build better businesses. Brokers and agencies can use plug-and-play tools, quoting engine, compare and enroll functionalities, a client-driven shopping experience, and CRM.


Key benefits of Quotit

Professional Quoting Engine: Save time by easily pulling quotes from multiple carriers, creating proposals, and completing enrollment paperwork with a single solution.

Compare and Enroll: Simplify the way you compare health plan costs, deductibles, coverage, and more, side by side, to find the best coverage for clients.

Client-Driven Shopping: Offer your clients their own health plan shopping experience with our website add-on with instant access to eligible health plans.

End-to-End CRM: Move your lead and client data out of spreadsheets into a platform with built-in automation to improve your organization and client satisfaction.

Streamlined Enrollment: Make enrollment easier and save time during the open enrollment period and beyond using single-form online enrollment.


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Quotit Software - Quotit creating proposals
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Quotit Software - Quotit creating proposals

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Starting Price

US$99.00
month
No pricing found

Pricing Options

Free version
Free trial
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Features

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Integrations

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Value for Money

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Reviews

Overall rating

5 /5
(1)
Value for Money
3/5
Features
4/5
Ease of Use
4/5
Customer Support
5/5

Already have Quotit?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 1 review
Sheron
Overall rating
  • Industry: Insurance
  • Company size: Self Employed
  • Used for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Great if you need a one stop shop enrollment platform

Reviewed on 2020/11/23

I stayed with Quotit for about 2 years but found that I was not using the platform enough to...

I stayed with Quotit for about 2 years but found that I was not using the platform enough to justify the price. The company was very responsive to questions. I felt that I did not need everything that they were offering.

Pros

I did like that you could enroll multiple company products all on one platform.

Cons

Some of the companies I used the most were not on the platform. The company set up process to me was a little complicated.

Quotit FAQs

Below are some frequently asked questions for Quotit.

Quotit offers the following pricing plans:

  • Starting from: US$99.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Independent Insurance Agents (+ $150 set-up fee) Starter: $99 per month Standard: $149 per month Premium: $199 per month Independent Insurance Agents (+ $300 set-up fee) Starter: $199 per month Standard: $299 per month Premium: $459 per month For Enterprise plans, contact AgentCubed

Quotit has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Quotit supports the following languages:

English

Quotit supports the following devices:

We do not have any information about what integrations Quotit has

Quotit offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support

Related categories

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