Quotit review for insurance agents: pricing, carriers and features
Quotit quotes ACA, Medicare, ancillary, short-term, term life and small group plans from over 300 carriers. It bundles a CRM, proposals, policy tracking and online enrollment with participating carriers.
Independent plans start at $99 a month, and agency plans include five users.
- Best for
- Health agencies that sell ACA, Medicare, ancillary and small group and want quoting, CRM and enrollment in one subscription
- Lines
- ACA and individual health, Medicare Advantage, Part D, Medigap, dental, vision, short-term medical, term life and small group
- Price
- $99 a month for an independent agent, plus a $150 activation fee
- How you get it
- Subscribe yourself. No upline needed
- Carriers
- 300+
- Applications
- Online enrollment with participating carriers, plus ACA enrollment through EDE (Enhanced Direct Enrollment, on Quotit's own screens)
- Website quoter
- Yes, a consumer quoting link that creates CRM leads
Our take
Quotit suits a health agency that sells several lines and wants one subscription for quoting, CRM and enrollment. Few tools cover ACA, Medicare and small group together.
Price rises with the number of insurance types, and Medicare carries an extra setup fee.
Get the subscription terms in writing first, since they aren't public.
Pros
- ACA, Medicare, ancillary and small group in one tool
- Over 300 carriers
- CRM, proposals and policy tracking included
- EDE-approved for Marketplace enrollment
- Agency plans include five users
Cons
- Activation fee on every plan
- Medicare setup priced separately
- No public subscription terms
- No mobile app
Plans and pricing
| Plan | Price a month | Insurance types | Users |
|---|---|---|---|
| StarterIndependent agent, 1 user | $99 | 2 | 1 |
| StandardIndependent agentRoom for three lines | $149 | 3 | 1 |
| PremiumIndependent agent | $199 | 5 | 1 |
| Plan | Price a month | Insurance types | Extra user a month |
|---|---|---|---|
| StarterAgency, 5 users included | $199 | 1 | $39 |
| StandardAgency, 5 users included | $299 | 2 | $49 |
| PremiumAgency, 5 users included | $459 | 5 | $79 |
As of October 2026, from quotit.com. Activation is $150 for agents and $300 for agencies. Every plan includes the CRM, proposals, policy tracking, marketing tools and a consumer quoting link.
Extra costs to plan for
- Medicare quoting carries its own setup fee, priced on request
- Carrier certification fees are separate
- Enterprise and high-volume pricing is quoted
Access and contracting
- How you get it
- Pick a plan online or book a demo
- Who pays
- You or your agency
- What you need first
- Carrier appointments, certifications and ready-to-sell status where the carrier requires them
- If you leave your upline
- Nothing changes on a direct plan
Carriers, products and states
| Product | Type | Lines | Built for |
|---|---|---|---|
| Professional Quoting Engine | Quoter with CRM | Health, Medicare, ancillary, term life and group | Agents and agencies |
| Online Enrollment System | Enrollment | Health, ancillary, term life and group | Agents, carriers and their clients |
| Quotit API | Quote and enrollment API | Health and group | Carriers and large agencies |
- Carriers
- 300+
- Carrier list
- Quotit carrier map by state
- States
- All 50 states and DC, with carriers varying by state
Quotit says it works with over 300 carriers and 40,000 plan designs, as of October 2026. The state map marks which carriers take online enrollment.
Rates and underwriting
- Where rates come from
- Carrier-supplied plan data
- How often they update
- Quotit calls it real time
Lookup tools
- Medicare eligibility check for Part A and B dates, LIS and current plan
- Drug cost estimates with pharmacy comparison
- Doctor lookup
- ACA subsidy estimate
- Carrier health questions in applications
Quotes and proposals
| Result | What it means for you |
|---|---|
| Quote only | Premiums for the plans available to the client |
| Estimate | Subsidy and drug cost estimates |
| Plan comparison | Benefits and networks side by side in a proposal |
- What you can send the client
- A PDF, an email or a link
A proposal doesn't bind coverage or settle ACA eligibility.
Applications and enrollment
- Where the application goes
- Uploaded to participating carriers, or finished in the carrier's portal
- What carries over
- Client details fill the form
- E-signature
- Text signing for Scope of Appointment. Quotit says text signing for applications is planned
Medicare tools and compliance
- Plan search
- Medicare Advantage, Part D and Medigap with drug and doctor checks
- Call recording
- Medicare calls attached to the CRM contact
- Enrollment
- For participating carriers. The shopping cart doesn't cover Medicare
ACA enrollment
- EDE status
- On the CMS list of approved EDE web-brokers (April 2026)
- What you need as an agent
- Marketplace registration and training, NPN, state license and a health line of authority
- Enrollment
- Marketplace applications and enrollment through EDE
Keep consent and application review records for at least ten years under CMS rules.
Group quoting and census
- Census
- Stored in the CRM
- Proposals
- Web and PDF proposals comparing carriers and plans
- Enrollment
- Online for participating group carriers
Website quoting and consent
Clients compare plans, rates, benefits and doctors, then enroll where the carrier allows. Each visit can create a CRM lead credited to the right agent.
- Ways to add it
- A consumer quoting link or website add-on
- Your branding
- Custom styling and single sign-on for enterprise enrollment sites
Integrations
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| Quotit CRM | CRM | Built in | Both ways | Contacts, census, quotes, application status and carrier updates |
| Participating carriers | Carriers | Built in | Both ways | Plan data in, completed enrollments out |
| Your own software | API | REST and SOAP | Both ways | Individual and group quotes, plans and submissions |
Getting started
Pick a plan
Choose how many insurance types you need, or book a demo.
Pay activation
A one-time fee starts the account.
Finish carrier steps
Complete appointments and certifications so carriers turn on.
Share your link
Send clients your consumer quoting link.
Support is by phone and FAQ. Broker Services helps turn on carrier enrollment.
Mobile, users and security
Mobile
It runs in a browser on any device. There's no app.
Users and security
- SSL encryption
- Need-to-know access to personal data
- Single sign-on for some enterprise sites
Contract and your data
- Your data when you leave
- You can ask to see, fix or delete data. No bulk export is promised
- Terms
- Quotit terms of use
Read in October 2026. The subscription agreement isn't public, so ask for term, renewal and refund terms before you pay activation.
Quotit alternatives
- HealthSherpa for AgentsFreeACA quoting and EDE enrollment, paid for by carriers
- AgencyBloc Quote+Quote onlyGroup and individual health quoting tied to AgencyBloc
- ConnectureDRX PlanCompare$100/agent/moMedicare plan comparison and enrollment by subscription
- HealthConnect Broker PortalQuote onlyGroup health quoting through general agency portals
- MedicareCopilot$149/seat/moMedicare CRM, plan scoring and enrollment by subscription
See every option in insurance quoting software.
Frequently asked questions
How much does Quotit cost?
Independent plans run $99 to $199 a month, plus a one-time $150 activation fee.
Can I enroll ACA clients in Quotit?
Yes. CMS lists Quotit as an approved EDE web-broker.
Does Quotit enroll Medicare plans?
With participating carriers. The consumer shopping cart doesn't handle Medicare.
How we researched this review. We based this review on the pricing, terms and product pages published by Quotit, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Quotit quit selling or a contract term that reads different now, let us know and send the link to the page where Quotit has it. Somebody here pulls up that page and checks it before we change anything on ours.