QUOTIT by AgentCubed is a specialized quoting software designed primarily for insurance agencies, brokers, and sales teams that need a fast and efficient way to generate accurate quotes for clients.
QUOTIT by AgentCubed is a specialized quoting software designed primarily for insurance agencies, brokers, and sales teams that need a fast and efficient way to generate accurate quotes for clients. Developed by the company AgentCubed, QUOTIT focuses on simplifying the quoting process while integrating seamlessly with customer relationship management tools and insurance carrier systems. The platform allows users to compare quotes from multiple carriers, automate pricing calculations, and quickly present options to potential customers. By centralizing quote generation and client data, the software helps sales teams increase productivity and reduce manual work.
Accesses real-time data from over 300 carriers to generate side-by-side health insurance comparisons instantly.
Provides a 24/7 e-commerce link that allows customers to shop, compare, and self-enroll in plans at their own convenience.
Generates personalized, professional PDF or web-based proposals that allow clients to enroll directly from the document.
Organizes lead and client data in one place with built-in tools for tracking application statuses and policy renewals.
Simplifies the sign-up phase using single-form online enrollment to reduce paperwork and manual data entry errors.
Delivers automated follow-ups and communications to nurture leads and maintain client relationships without manual effort.
Provides a consolidated database of medical, Medicare, and ancillary plans from hundreds of national insurance carriers.
Eliminates the need to visit individual carrier sites by pulling multiple quotes into a single interface.
Enables agents to display cost, deductible, and coverage differences side-by-side for better client decision-making.
Acts as a digital storefront where prospects can browse and buy insurance products without agent intervention.
Serves as a central hub for managing the entire customer lifecycle from initial contact to policy tracking.
Connects digital applications directly to carriers to speed up the submission process during busy periods.
Allows users to build as many customized plan presentations as needed for their prospects.
Monitors active policies and updates their status to ensure the agent’s book of business is accurate.
Sends triggered emails and updates to keep the agent's brand in front of potential and existing clients.
Automatically directs new inquiries to the appropriate team member within an agency to ensure fast response times.
Offers a cloud-based API for businesses that want to integrate Quotit’s data and functionality into their own custom platforms.
Stores client applications and essential files securely within the platform for easy retrieval.
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QUOTIT by AgentCubed is a specialized quoting software designed primarily for insurance agencies, brokers, and sales teams that need a fast and efficient way to generate accurate quotes for clients.
Does Quotit have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
N.A
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Email Address
teamquotit@quotit.comContact
866-478-6848Documentation
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Trusty Select Pro is the definitive "productivity multiplier" for Medicare brokers. Its standout capability is…
COMPULIFE Software, Inc. has been a pioneer in life insurance quoting software since 1987, offering…
DripJobs is a CRM platform designed for home service contractors. It automates sales follow-ups, proposals,…