Quotit iPro

iPro

Individuals and Families

iPro Individuals and Families

Description
This is Quotit’s Individuals and Families page. There are five options for you to choose from:
1) Health, Dental and Medicare Proposals will allow you to create a new IFP, child or Medicare health proposal.
2) Lookup Proposals will allow you to search for IFP, child or Medigap health proposals.
3) Quotit’s Contacts page will allow you to view contact information for all of your IFP prospects.
4) The Activity Summary page allows brokers to view summary statistics and access proposal details, applicants and customers.
5) Quotit’s Forms and Applications page gives you access to viewing, printing and emailing IFP forms and applications. Forms are ordered by state, insurance type and carrier.

Quote and Enroll

Run a quote without first creating a contact record.

Add New Individual Contact
Enter all the information required to create a new individual contact. This is the first step in creating a new proposal.
View Individual Contacts
Search by Name, Phone, Email, Zip Code or view all contacts.
View EDE Dashboard
See all your Enhanced Direct Enrollment (EDE) applications for your consumers. View their statuses and perform various actions like update applications, download notices, manage plans, make payments, or upload documents.

Carrier Forms & Applications
View, Email or Print carrier forms and applications.
Plan Benefit Details
Compare Side by Side, Email or Print Individual Health, Dental or Medicare plan benefits.
Provider Lookup
Comprehensive directory of links to carrier's provider lookup tools.
Carrier Update Status
Search carrier status by state, insurance type or effective date.

James Dickerson

Quote and Enroll