Quotit
Quotit is a US-based SaaS platform serving independent insurance agents, agencies, and enterprise carriers with quoting, enrollment, CRM, and lead management tools spanning health, Medicare, dental, vision, and life insurance across 300+ carriers and 40,000+ plan designs nationwide.
- Company typePrivate
- Founded2009
- HeadquartersOrange, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Quotit does
Quotit Corporation is a US-based provider of internet application services to the health insurance and employee benefits industries, operating as a wholly-owned subsidiary of National General Holdings Corp. — itself part of The Allstate Corporation corporate structure. The company serves independent insurance agents, agencies, and enterprise carrier customers with a SaaS platform for quoting, comparing, enrolling in, and managing health, Medicare, dental, vision, and life insurance products across more than 300 carriers and over 40,000 plan designs in all 50 states and the District of Columbia. Core products include the CoverageBuilder platform and the legacy Quotit product suite (OES, iPro, ePro, mPro, OCS), with the AgentCubed sub-brand covering agent contact management and lead distribution.
The platform is built on a Microsoft Windows Communication Foundation (WCF) Service-Oriented Architecture using SOAP over HTTP binding, with the API consumable in both RESTful and SOAP formats. CoverageBuilder integrates six functional modules — Health Plan Data Access, Professional Quoting Engine, Compare and Enroll, Client-Driven Shopping, End-to-End CRM, and Streamlined Enrollment — alongside an Enterprise Data Services API used by partners such as HealthCare.com. The company is HIPAA-compliant, with privacy and incident response oversight administered through National General's Privacy Office.
The business model is SaaS subscription with annual billing, tiered across Independent Agents, Insurance Agencies (with lead routing and team management), and Enterprise Customers (high-volume needs, contact for pricing). Go-to-market is sales-led, driven through 'Request a Demo' CTAs targeting insurance professionals nationwide, supplemented by content marketing (The Hub blog, resource center, webinars) and direct distribution. Featured carrier partnerships with Allstate Health Solutions, Aetna, United Healthcare, Cigna, Humana, Anthem, and VSP Vision Care provide nationwide distribution across ACA, Medicare, and ancillary lines.
Quotit firmographics
Firmographics- Name
- Quotit
- Legal name
- Quotit Corporation
- Website
- https://quotit.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Quotit is a US-based SaaS platform serving independent insurance agents, agencies, and enterprise carriers with quoting, enrollment, CRM, and lead management tools spanning health, Medicare, dental, vision, and life insurance across 300+ carriers and 40,000+ plan designs nationwide.
- Ownership category
- akta.pro rank
Quotit industry classification
Industry- Product category
- Health Insurance Software
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Payer-Provider Data Exchange (X12, prior auth, claims/clinical attachment) (HLACABAK)
- akta.pro secondary industry
- Care Navigation, Referral & Digital Front Door Platforms (HLALABAH)
Keywords
Where Quotit is headquartered
LocationHeadquarters
- HQ city
- Orange
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Quotit business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Platform Subscription: Quotit operates as a SaaS platform providing health insurance quoting, enrollment, and CRM software to insurance professionals. The platform offers subscription-based access to quoting tools, enrollment capabilities, and lead management features. Multiple plan tiers exist including Independent Agents, Insurance Agencies, and Enterprise Customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Independent Agents - Full-featured platform for individual insurance agents |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Quotit product offering
Product offeringCore offering
Quotit provides an all-in-one SaaS platform that lets health insurance brokers, agencies, and carriers quote, compare, enroll, and manage clients across ACA, Medicare, dental, vision, and life products. Its CoverageBuilder suite integrates multi-carrier data access, a professional quoting engine, side-by-side comparison and enrollment, client-driven shopping, end-to-end CRM, and streamlined enrollment backed by 300+ carrier integrations and 40,000+ plan designs. The company also offers a SOAP/REST API for enterprise data services used by partner platforms.
Product overview
Quotit is an all-in-one health insurance software platform designed for brokers, agencies, and carriers. The core platform is CoverageBuilder, which integrates six main modules: Health Plan Data Access (the data backbone providing carrier/rate/benefit information), Professional Quoting Engine (for multi-carrier plan quoting), Compare and Enroll (side-by-side comparison with online enrollment), End-to-End CRM (lead capture and client retention), Client-Driven Shopping (self-service client portal), and Streamlined Enrollment (carrier-connected enrollment portal). Additional offerings include the AgentCubed Product Suite for agent relationship management and a WCF/SOAP-based API for enterprise data services. The platform covers health, Medicare, dental, vision, and life insurance across 300+ carriers and 40,000+ plan designs in all 50 states.
Differentiator
Problem solved
Functional benefit
Brands
- AgentCubed Product Suite: Application services and software for insurance agents to manage customer relationships and lead distribution, including Quotit OES, Quotit iPro, Quotit ePro, Quotit mPro and Quotit OCS.
- CoverageBuilder
Products and services
- Health Plan Data Access
- Professional Quoting Engine
- Compare and Enroll
- End-to-End CRM
- Streamlined Enrollment
- CoverageBuilder
- AgentCubed Product Suite
Companies that use Quotit
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Quotit technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
Quotit partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and flagship.
- National General Holdings Corp.coreQuotit Corporation is a wholly owned subsidiary of National General Holdings Corp., which is a wholly owned subsidiary of Allstate Insurance Holdings, LLC, wholly owned by The Allstate Corporation. Parent company provides privacy office administration and HIPAA compliance oversight.
- Allstate Health SolutionsflagshipFeatured carrier partner offering health insurance products through the Quotit platform. Allstate Health Solutions is part of the Allstate enterprise family.
- AetnaflagshipFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
- United HealthcareflagshipFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
- CignaflagshipFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
- HumanaflagshipFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
- AnthemflagshipFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
- VSP Vision CareflagshipFeatured carrier partner for vision insurance, available on the Quotit platform. Quotit partnered with VSP to create content about vision benefits for insurance agents.
- HealthCare.comcoreEnterprise customer using Quotit's Data Services API to connect plans, rates, and benefits. HealthCare.com leverages Quotit's carrier data to power their consumer health insurance marketplace.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Quotit competitors and assessment
Company assessmentDirect peers
- Insurance Technologies Corporation (ITC): Provides insurance agency marketing, quoting, and enrollment software (TurboRater, FormFire, InsuranceGopher) that closely parallels Quotit's agent-facing quoting and enrollment workflow for health, Medicare, and ancillary lines.
- HealthSherpa: ACA Marketplace enrollment platform offering quoting, Enhanced Direct Enrollment, and carrier data APIs to agents and consumers — directly overlapping Quotit's ACA quoting and EDE capabilities.
- ConnectedQuote: Multi-carrier insurance quoting and enrollment platform for agents and agencies focused on health, Medicare, and life — similar product positioning, customer base, and SaaS delivery model to Quotit's CoverageBuilder.
- Benefytt Technologies: Health insurance distribution and member engagement platform with quoting, enrollment, and carrier connectivity capabilities — closely comparable in product scope and target buyer (agents, members, carriers).
- Norvax (now part of Benefytt/ZM Insurance): Historically a leading health insurance quoting, CRM, and carrier data platform for agents — a close historical functional analog to Quotit's CoverageBuilder, now operating under the Benefytt umbrella.
Broad incumbents
- Vertafore: Large-scale insurance distribution technology vendor (AMS, Sagitta, QQ Catalyst) serving agencies and carriers with broader workflows that include quoting — a much larger incumbent in the same overall category Quotit occupies.
- Applied Systems: Leading insurance agency management system provider offering quoting, client management, and carrier connectivity for agencies of all sizes — broadly comparable technology stack and customer base, though much larger and more diversified than Quotit.
- Zywave: Insurance SaaS provider offering quoting, agency management, content, and analytics tools to brokers and carriers — overlapping with Quotit's agent-facing platform but spanning a broader product portfolio.
Emerging players
- HealthCare.com: Consumer-facing health insurance marketplace that uses Quotit's data services API and competes at the consumer shopping layer — comparable in data aggregation but oriented direct-to-consumer rather than agent-first.
Regional players
- GoHealth: US Medicare-focused health insurance marketplace with agent enablement technology — overlaps Quotit's Medicare quoting and enrollment capabilities but operates at larger consumer scale with different unit economics.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Quotit social profiles
Digital presenceQuotit compliance and trust
Trust signalCompliance2 records
Quotit financial estimates
Financial estimateRevenue estimate
Valuation estimate
Quotit leadership team
Management profileNumber of profiles
Profiles8 records
Quotit funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Quotit M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Quotit
What does Quotit do?
Quotit provides an all-in-one SaaS platform that lets health insurance brokers, agencies, and carriers quote, compare, enroll, and manage clients across ACA, Medicare, dental, vision, and life products. Its CoverageBuilder suite integrates multi-carrier data access, a professional quoting engine, side-by-side comparison and enrollment, client-driven shopping, end-to-end CRM, and streamlined enrollment backed by 300+ carrier integrations and 40,000+ plan designs. The company also offers a SOAP/REST API for enterprise data services used by partner platforms.
Is Quotit a public or private company?
Quotit is a private company. It is classified as corporate owned and is currently operating.
When was Quotit founded?
Quotit was founded in 2009. It employs 51 to 100 people.
Where is Quotit based?
Quotit is headquartered in Orange, United States, in the North America region.
How does Quotit make money?
One revenue line is on record: saaS Platform Subscription.
Who are Quotit's main competitors?
Direct peers on record are Insurance Technologies Corporation (ITC), HealthSherpa, ConnectedQuote, Benefytt Technologies and Norvax (now part of Benefytt/ZM Insurance). Broad incumbents are Vertafore, Applied Systems and Zywave. HealthCare.com is listed as an emerging player. GoHealth is listed as a regional player.
Does Quotit have an API?
Yes. Quotit offers a WCF-based Service-Oriented Architecture API using SOAP over HTTP binding, consumable in both RESTful and SOAP formats. Primary operations include GetIfpQuote for generating family quotes, GetGroupQuote for group quotes, GetCarriersPlansBenefits for retrieving carrier/plan/benefit data, GetFamily for retrieving submitted families, SubmitFamily for new/updated family submissions, and SubmitGroup for group submissions. Developer documentation is at www.quotit.com/technical-specifications.
What industry is Quotit in?
Quotit's product category is Health Insurance Software. Its primary akta.pro industry code is HLACABAK, Payer-Provider Data Exchange (X12, prior auth, claims/clinical attachment), with a secondary code of HLALABAH, Care Navigation, Referral & Digital Front Door Platforms. Its NAICS code is 5242 and its SIC code is 6411.