List of Quotit CRM Customers
Orange, 92868-4739, CA,
United States
Since 2010, our global team of researchers has been studying Quotit CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Quotit CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Quotit CRM for CRM include: eInsurancePlace, a United States based Insurance organisation with 10 employees and revenues of $1.0 million, FMS Insurance Advisors, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Quotit CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Quotit CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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eInsurancePlace | Insurance | 10 | $1M | United States | Quotit | Quotit CRM | CRM | 2020 | n/a |
In 2020, eInsurancePlace implemented Quotit CRM to automate online quoting, client management, and streamlined enrollment workflows for ACA and Medicare sales. The deployment targeted U.S. operations with operational base in Texas and prioritized CRM-led quoting and enrollments across the firm’s sales and enrollment functions.
The implementation used Quotit CRM’s Client Management CRM module to centralize contact and policyholder records, drive quote generation and proposal creation workflows, and manage enrollment tracking through to submission. Configuration emphasized quote templating, proposal assembly, and enrollment status tracking, consistent with typical CRM capabilities for small insurance brokers operating on a vendor-hosted SaaS delivery model.
Operational governance assigned CRM ownership to sales and enrollment teams, standardizing quoting and enrollment workflows and establishing a single source of truth for client records. The vendor reported significant time savings and faster proposal creation as part of the Quotit CRM deployment, outcomes that aligned with the implementation focus on CRM-led quoting, client management, and streamlined enrollments in the United States.
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FMS Insurance Advisors | Insurance | 10 | $1M | United States | Quotit | Quotit CRM | CRM | 2021 | n/a |
In 2021, FMS Insurance Advisors implemented Quotit CRM to support Medicare and health insurance sales workflows from their Red Wing, Minnesota operations in the United States. Quotit CRM is used as a CRM to centralize agent records, quoting activities, and enrollment tracking for Medicare products.
Deployment included Quotit's CRM together with the vendor's quoting and enroll modules to manage quote creation, agent-assisted enrollment workflows, and policy record updates. Configuration emphasized Medicare quoting templates, benefit comparison logic, and enrollment status tracking consistent with insurance CRM functional patterns.
The implementation integrated Quotit CRM with Smart Agent to automate data handoffs between quoting and agent workflows, enabling faster quote-to-enroll transaction flow during peak enrollment periods. Operational coverage focused on sales and enrollment functions supporting the fall enrollment period for Medicare and health plans across the United States.
Governance centered on aligning agent workflows and enrollment procedures within the Quotit CRM instance, with process orchestration moved into the quoting and enroll modules to reduce manual steps. The vendor testimonial notes improved enrollment speed during the fall enrollment period, reflecting the integration and workflow consolidation.
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Buyer Intent: Companies Evaluating Quotit CRM
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