Getting Started with your Quotit Account
Here you can find video resources to walk you through account set up.
Configuring your Quotit Account
- How to enter your NPN
- How do I Manage My Product Tab Rules? (IFP)
- Entering your Agent of Record IDs
- Online Application Settings
- Select Your Plans (And carriers) That Quote
- Configure your information entry page
- Your ePro consumer quoting links
- How to Turn on your Shopping Cart
- Contact Record overview
- View proposal history
- How to enroll from a proposal
- How to email a proposal
- Viewing Application History and Status
- How do I send emails to my customers in Quotit?
- Quote & Enroll (Quick Quote) and Child Only Quotes