Quotit Review: Overview, Features, Pricing & Alternatives in 2025

Tired of jumping between carrier portals all day?

If you’re quoting health plans, managing leads, and chasing down applications across a dozen tools, it’s easy to get buried in busywork. That’s probably why you’re looking into Quotit—hoping there’s a better, faster way.

From my analysis, I actually found that manual quoting and piecemeal CRMs create costly errors and make agency growth really tough.

Quotit takes a specialized, all-in-one approach—centralizing quoting, client management and electronic enrollment. My research shows it cuts quoting time dramatically and gives your agency an edge with built-in automation.

In this review, I’ll break down how Quotit helps streamline your daily sales process so you can spend less time on repetitive admin work and more time closing business.

You’ll discover in this Quotit review how their quoting engine, insurance CRM, e-apps, and web tools really work together—and how they stack up to industry alternatives.

You’ll get the features you need to simplify your workflow and finally make a confident software decision.

Let’s dive into the analysis.

Quotit Overview

I found Quotit has deep roots in insurance technology. Based in California and founded in 1999, their mission is building a comprehensive suite to streamline the entire sales process.

My analysis shows they clearly target independent agents and smaller agencies. This isn’t for massive call centers; it’s an all-in-one platform for insurance brokers who must compete effectively in the tough individual health market.

A key development I noted for this Quotit review is their acquisition by Allstate. This significant move gives you confidence in their financial stability and deep enterprise resources.

While competitors often focus just on CRM or Medicare, Quotit’s main advantage is its robust multi-carrier quoting engine. From my evaluation, this is the powerful core of their entire platform, supporting multiple complex insurance lines.

They work with thousands of independent agents and small-to-midsize agencies across the nation who need one single system to manage quoting, applications, and all their client data.

I was impressed by their strategic focus on a complete end-to-end workflow. Their entire system is designed to connect lead capture, quoting, and enrollment, directly simplifying your agency’s technology stack and daily operations.

Now let’s examine their capabilities.

Quotit Features

Manual processes killing your insurance sales?

Quotit features are specifically designed to centralize and streamline the entire sales process for insurance brokers. Here are the five main Quotit features that transform how you manage clients and close deals.

1. Multi-Carrier Quoting Engine

Tired of juggling countless carrier portals?

Visiting multiple websites to compare insurance plans is a huge time sink. This can delay your clients getting the coverage they need, leading to lost opportunities.

Quotit’s engine pulls real-time rates from a vast carrier library, letting you compare plans side-by-side instantly. From my testing, this feature shines when you need to quickly generate comprehensive proposals across various product types like ACA or Medicare.

This means you can provide accurate, multi-option quotes in minutes, significantly improving your response time and client experience.

2. Insurance-Specific CRM

Are generic CRMs missing critical policy details?

Standard CRMs aren’t built for the unique data points of the insurance industry. This often leads to fragmented client information and missed follow-ups.

Quotit’s CRM tracks industry-specific data like policy types, effective dates, and commissions. What I found is that it automatically creates client profiles when a quote is run, streamlining your data entry. You can track leads, log communications, and view policy history centrally.

This provides you with a single source of truth for all client interactions, ensuring your organization improves and no opportunity slips through the cracks.

3. Online Application & Enrollment (e-App)

Is manual paperwork slowing down your enrollments?

Clunky paper applications or navigating disparate carrier portals introduce errors and significant delays. This frustrates both you and your clients.

After plan selection, you can launch an electronic application directly from the quoting tool. This feature pre-populates forms with existing data, minimizing re-entry and submitting applications electronically to carriers. Here’s what I found: it drastically speeds up the entire enrollment process.

This speeds up client onboarding, reduces errors, and provides a much more professional, efficient experience for everyone involved.

4. Marketing Automation Tools

Struggling to consistently nurture your leads?

Manually reaching out to new prospects or sending renewal reminders is time-consuming. This can leave leads cold and existing clients feeling neglected.

The platform includes built-in email marketing capabilities. You can use pre-built templates or create custom campaigns to nurture leads through automated drip sequences. This is where Quotit shines: it helps you stay top-of-mind with minimal manual effort.

This means you can automate your lead nurturing and client communication, saving precious time and improving engagement without constant intervention.

5. Consumer-Facing Quoting Website

Want to capture leads directly from your website?

Without an online quoting option, your website may miss opportunities to convert high-intent visitors into leads. This limits your organic lead generation efforts.

Quotit provides a customizable quoting engine you can embed directly into your website. Visitors can run their own quotes, and their details are automatically captured as new CRM leads. From my evaluation, this feature effectively turns your site into a 24/7 lead generation tool.

This helps you capture prospects actively shopping for insurance, turning your website into a powerful, always-on asset for your business.

What I love about these Quotit features is how they work together as a truly integrated solution suite for insurance brokers. This platform cohesion allows you to manage the entire client lifecycle efficiently.

Quotit Pricing

Unsure about software costs and hidden fees?

Quotit pricing doesn’t have public tiers; instead, it operates on a custom quote model tailored to your agency’s specific needs, ensuring you only pay for what you truly require.

1. Pricing Model & Cost Factors

Custom pricing means flexibility.

From my cost analysis, Quotit pricing is subscription-based, typically per agent seat, ranging from $100-$170 monthly. Costs scale with your user count and chosen features. Packages appear to differentiate between core quoting and advanced marketing/website tools, influencing your final investment significantly.

This approach means your budget aligns closely with your agency’s actual size and required functionalities.

2. Value Assessment & ROI

Value through tailored solutions.

What I found regarding Quotit’s pricing is its value lies in providing an all-in-one platform for agents. This centralizes quoting, CRM, and applications, saving significant manual effort. Your ROI comes from increased efficiency and reduced reliance on disparate systems, improving overall sales productivity.

This helps your agency operate more profitably, turning an investment into measurable gains in daily operations.

3. Budget Planning & Implementation

Plan for total ownership.

Budget-wise, you need to account for potential one-time setup fees, which users report can vary greatly, from hundreds to over a thousand dollars. Since no free trial is available, your evaluation relies on a sales demo. Add-ons for specific features or integrations also impact your total Quotit pricing.

This means planning for initial outlays beyond the monthly subscription, ensuring a comprehensive budget from the start.

My Take: Quotit pricing prioritizes custom solutions, making it ideal for independent agents and small to mid-sized agencies needing a comprehensive, specialized platform without generic feature bloat.

Overall, Quotit’s custom pricing reflects its specialized value for insurance professionals, ensuring your investment is precisely tailored. This bespoke approach provides clear value for your unique needs, fostering efficient operations.

Quotit Reviews

User feedback reveals the real story.

To give you an honest perspective, I’ve analyzed numerous Quotit reviews from real users on platforms like Capterra and G2. This section distills common themes and sentiments to help you understand actual customer experiences.

1. Overall User Satisfaction

User sentiment leans positively.

From my review analysis, Quotit’s user satisfaction is largely positive, despite some mixed feedback you’ll encounter. It consistently rates well above 3.9 stars on major platforms like Capterra and G2, reflecting a solid foundation. What I found in user feedback is that core functionality rarely disappoints, leading to generally favorable reviews where users praise its practical utility for their daily tasks.

This means you can expect a reliable tool that performs its primary functions well for your agency operations.

2. Common Praise Points

Users consistently love efficiency.

From customer feedback, Quotit’s all-in-one platform is a huge draw, with users frequently highlighting it as a significant time-saver. Having integrated quoting, CRM, and enrollment capabilities is repeatedly praised as a major efficiency gain for agencies. The quoting engine’s accuracy and specialized support for ACA and Medicare plans consistently earn positive reviews.

This integration streamlines your workflow, allowing you to manage leads and policies from a single, specialized system with notable ease.

3. Frequent Complaints

Common user frustrations appear.

While generally positive, Quotit reviews consistently point to customer support as a major pain point. Users report slow response times and difficulty reaching knowledgeable representatives. What stands out in feedback is that the high cost is often a concern, especially for solo agents, alongside mentions of a dated user interface feeling less intuitive.

You should weigh these against the core functionality; they are often annoyances rather than deal-breakers for many users.

Overall, the Quotit reviews reflect a solid platform with practical benefits, despite some clear areas for improvement. You’ll find it delivers on core functionality, which is often its biggest strength.

Best Quotit Alternatives

Overwhelmed by insurance software choices?

When evaluating the best Quotit alternatives, it’s crucial to understand how different platforms align with your specific agency needs. I’ve analyzed the competitive landscape to help you pinpoint the ideal solution for your business.

1. AgencyBloc

Need robust commission tracking and CRM?

AgencyBloc primarily functions as a comprehensive CRM and agency management system, excelling in intricate commission tracking that surpasses Quotit’s capabilities. What I found comparing options is that AgencyBloc offers superior commission management, making it a strong alternative for operations where detailed financial oversight is paramount.

Choose AgencyBloc if your core priority is powerful commission processing and agency-level analytics, complementing a separate quoting tool.

2. Radiusbob

Seeking a budget-friendly option with automation?

Radiusbob stands out for its affordability and integrated VoIP/SMS capabilities, often featuring a modern interface. Alternative-wise, Radiusbob provides cost-effective automation features for agents prioritizing budget and communication tools. Quotit, however, offers deeper carrier relationships for quoting.

You’ll want to consider Radiusbob if budget is your main concern and you require integrated phone features and extensive automation capabilities.

3. SunFire

Exclusively focused on the Medicare market?

SunFire, or ConnectureDRX, is widely considered the gold standard for Medicare quoting and enrollment, often being free through FMOs/IMOs. From my competitive analysis, SunFire offers unparalleled Medicare plan expertise and efficiency for agents specializing in this niche. Quotit has broader multi-product support.

You should choose SunFire if your agency works exclusively or primarily with Medicare products, valuing specialized depth over Quotit’s wider health plan range.

4. AgentCubed

Operating a large agency or call center?

AgentCubed is an enterprise-focused platform ideal for larger organizations needing advanced lead distribution and agent performance dashboards. What I found comparing options is that AgentCubed excels in large-scale lead management and team orchestration. This alternative carries a higher price, unlike Quotit’s small-to-mid agency focus.

For your specific situation, AgentCubed is better when you’re a large agency or call center requiring robust lead distribution rules and extensive agent oversight.

The best Quotit alternatives depend on your specific business size and operational priorities rather than features alone. You have strong options depending on your unique needs.

Setup & Implementation

Navigating new software deployment can be daunting.

For your Quotit review, understanding its implementation process is crucial. This web-based platform offers a relatively straightforward deployment, but setting realistic expectations for setup and adoption is key to your success.

1. Setup Complexity & Timeline

Initial setup isn’t always instant.

From my implementation analysis, Quotit’s setup involves configuring your agency’s details, licensed states, and carrier appointments, often guided by their specialist. Expect a few days to several weeks for initial system readiness, depending on your agency’s size and data complexity. This process is generally manageable, but planning for data gathering upfront speeds up the implementation.

You’ll need to gather all necessary agency information and carrier details before starting to ensure a smooth configuration phase.

2. Technical Requirements & Integration

Minimal IT burden, key integrations.

As a web-based platform, Quotit primarily requires a stable internet connection and a modern web browser. What I found about deployment is that website integration needs basic developer knowledge for embedding iFrame or API code, which is straightforward for web professionals. Your existing hardware will likely suffice, making technical implementation less resource-intensive than on-premise solutions.

Ensure your internet infrastructure is reliable and budget for a web developer if you plan to embed Quotit directly into your agency website.

3. Training & Change Management

User adoption requires upfront planning.

While the core quoting function is intuitive, you should expect a learning curve for Quotit’s CRM and advanced features, which some users find dated. From my analysis, proactive training minimizes user frustration and helps your team master the full suite. Don’t underestimate the time needed for staff to become fully proficient and integrate new workflows.

Plan for dedicated training sessions and encourage your team to extensively utilize Quotit’s knowledge base and self-help documentation.

4. Support & Success Factors

Support quality impacts your rollout.

Quotit provides initial onboarding training, but user reviews frequently cite concerns about ongoing customer support response times and effectiveness. Implementation-wise, you’ll need robust internal support plans and a proactive approach to troubleshooting. Relying solely on external support for complex issues could potentially prolong your adoption phase.

Designate an internal champion for Quotit, leverage their knowledge base, and establish clear internal processes for user questions and minor issues.

Overall, Quotit implementation is manageable for agencies prepared for its learning curve and potential support limitations. Clear internal processes ensure smooth adoption.

Who’s Quotit For

Find your fit with Quotit today.

This Quotit review delves into who benefits most from the platform. I’ll help you assess if your business profile, team size, and specific use cases align with its strengths and limitations.

1. Ideal User Profile

Specialized health and life insurance agents.

Quotit is a perfect fit for independent health and life insurance agents and small-to-mid-sized agencies (2-25 agents). From my user analysis, your primary business should be individual or small group health insurance, requiring a comprehensive platform. This streamlines lead management, multi-carrier quoting, and electronic application submission efficiently.

You’ll succeed if seeking a time-tested, all-in-one system with extensive health/Medicare quoting capabilities to centralize your sales process.

2. Business Size & Scale

Optimal for small-to-mid insurance agencies.

Quotit primarily serves small-to-mid-sized agencies, typically with 2-25 agents, providing tools to compete effectively. What I found about target users is that your team will find its features robust enough without the overwhelming complexity or prohibitive cost of large enterprise solutions.

Assess if you have a dedicated sales team needing a unified platform, but not so large that you require bespoke enterprise integrations.

3. Use Case Scenarios

Streamlining health and Medicare sales.

Quotit excels for agencies looking to streamline their sales workflow from initial lead to application submission. From my analysis, it works best for comparing ACA, Medicare, and ancillary plans, and then managing those client relationships efficiently within one system, providing a major efficiency gain.

You’ll appreciate this if your goal is to reduce administrative time and quickly compare diverse health insurance options for clients.

4. Who Should Look Elsewhere

Not for solo agents or large enterprises.

If you’re a solo agent on a tight budget or a very large enterprise, Quotit likely isn’t your ideal solution. User-wise, solo agents often find the monthly cost high, and large firms typically require more customized, scalable platforms like AgentCubed, with more robust support.

Consider standalone quoting tools for budget constraints, or enterprise-level CRM/agency management systems for vast, complex operations.

The answer to who should use Quotit comes down to your agency size and specialization in individual and small group health insurance.

Bottom Line

Quotit delivers core value for insurance agents.

My Quotit review dives deep into its capabilities, assessing its overall fit for your business. Here’s my definitive final assessment and recommendation based on extensive analysis.

1. Overall Strengths

Core functionality truly stands out.

Quotit excels as an all-in-one solution, streamlining quoting, CRM, and enrollment, which significantly boosts agency efficiency. Its highly accurate quoting engine, spanning diverse carriers, is a major advantage. From my comprehensive analysis, ACA and Medicare specialization offers immense value for agents, centralizing their niche workflows efficiently.

These strengths translate into significant time savings and improved operational efficiency, directly centralizing critical sales processes for your insurance business.

2. Key Limitations

Room for improvement exists.

Customer support is a consistent concern, with users reporting slow responses and difficulty reaching knowledgeable help. The interface also feels dated compared to modern SaaS tools, potentially increasing your learning curve. Based on this review, the monthly cost is higher for solo agents, requiring careful budget consideration.

While these are legitimate concerns, their impact depends on your budget and whether you prioritize core functionality over a sleek modern design.

3. Final Recommendation

Is Quotit right for you?

You should choose Quotit if your independent agency or small firm prioritizes an integrated, accurate quoting and enrollment platform for health and life insurance. From my analysis, it greatly streamlines sales for niche agents, effectively managing their entire process despite the pricing.

Weigh its powerful core features against your budget and customer service expectations to confidently make the best decision for your specific business.

This Quotit review offers a balanced perspective, and I feel highly confident in this assessment for your software decision.