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Quotit

by AgentCubed · Since 2000
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ActiveAvailable globallyCloud
Quick facts
VendorAgentCubed
Year launched2000
StatusActive
Location3800 E. Concours Dr., Ste. 200, Ontario, CA 91764, US
Countries servedGlobal
Languages11
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesYES

About Quotit

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.

Pros & Cons

Pros
  • The software stays open 24/7, allowing you to catch sales from night-owl shoppers while you are sleeping.
  • Comparing dozens of different carriers in one window saves a massive amount of time spent on carrier websites.
  • Having a CRM and quoting tool in one place keeps your desk and your digital files much more organized.
  • The professional-looking PDF proposals make you look like a top-tier agent, even if you are just starting out.
  • Automated follow-ups ensure that you never lose a hot lead just because you forgot to send an email.
Cons
  • The initial setup and learning curve can feel a bit overwhelming for agents who aren't very tech-savvy.
  • You might find that some of your favorite local or niche carriers aren't currently included in their database.
  • Monthly subscription fees can be a burden if you aren't writing enough policies to justify the overhead costs.
  • Some users have reported occasional technical glitches where passwords or login screens don't respond as they should.
  • Managing clients who constantly change their minds can get messy within the system's structured workflow.

Features

Key features

Multi-Carrier Quoting Engine

Accesses real-time data from over 300 carriers to generate side-by-side health insurance comparisons instantly.

Client-Driven Shopping Portal

Provides a 24/7 e-commerce link that allows customers to shop, compare, and self-enroll in plans at their own convenience.

Automated Proposal Creator

Generates personalized, professional PDF or web-based proposals that allow clients to enroll directly from the document.

End-to-End CRM

Organizes lead and client data in one place with built-in tools for tracking application statuses and policy renewals.

Streamlined Enrollment Process

Simplifies the sign-up phase using single-form online enrollment to reduce paperwork and manual data entry errors.

Marketing Automation

Delivers automated follow-ups and communications to nurture leads and maintain client relationships without manual effort.

Additional features

Health Plan Data Access

Provides a consolidated database of medical, Medicare, and ancillary plans from hundreds of national insurance carriers.

Professional Quoting Engine

Eliminates the need to visit individual carrier sites by pulling multiple quotes into a single interface.

Compare and Enroll

Enables agents to display cost, deductible, and coverage differences side-by-side for better client decision-making.

Client-Driven Shopping

Acts as a digital storefront where prospects can browse and buy insurance products without agent intervention.

End-to-End CRM

Serves as a central hub for managing the entire customer lifecycle from initial contact to policy tracking.

Streamlined Enrollment

Connects digital applications directly to carriers to speed up the submission process during busy periods.

Unlimited Proposal Creation

Allows users to build as many customized plan presentations as needed for their prospects.

Policy Tracking

Monitors active policies and updates their status to ensure the agent’s book of business is accurate.

Marketing Automation

Sends triggered emails and updates to keep the agent's brand in front of potential and existing clients.

Lead Routing

Automatically directs new inquiries to the appropriate team member within an agency to ensure fast response times.

API Access

Offers a cloud-based API for businesses that want to integrate Quotit’s data and functionality into their own custom platforms.

Document Management

Stores client applications and essential files securely within the platform for easy retrieval.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
18
Billing currencies

Interface languages

EnglishSpanishChineseVietnameseKoreanTagalogArabicFarsiArmenianRussianPortuguese.

Billing currencies

🇺🇸USD🇨🇦CAD🇦🇺AUD🇬🇧GBP🇪🇺EUR🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇲🇽MXN🇳🇿NZD🇸🇬SGD🇭🇰HKD🇸🇪SEK🇳🇴NOK🇩🇰DKK🇿🇦ZAR🇦🇪AED

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