Quotit

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.

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

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

• Health insurance quoting
• Insurance CRM software
• Insurance enrollment platform
• Carrier data API
• Medicare ACA quoting

Headquarters

HQ city

Orange

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Nine partnerships are on record, tiered core and flagship.

• National General Holdings Corp.coreOthersQuotit 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 SolutionsflagshipStrategic or Co-development PartnerFeatured carrier partner offering health insurance products through the Quotit platform. Allstate Health Solutions is part of the Allstate enterprise family.
• AetnaflagshipStrategic or Co-development PartnerFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
• United HealthcareflagshipStrategic or Co-development PartnerFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
• CignaflagshipStrategic or Co-development PartnerFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
• HumanaflagshipStrategic or Co-development PartnerFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
• AnthemflagshipStrategic or Co-development PartnerFeatured carrier partner available on the Quotit platform for health insurance quoting and enrollment.
• VSP Vision CareflagshipStrategic or Co-development PartnerFeatured carrier partner for vision insurance, available on the Quotit platform. Quotit partnered with VSP to create content about vision benefits for insurance agents.
• HealthCare.comcoreTechnology or IntegrationEnterprise 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

Direct 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

• LinkedInlinkedin.com/company/quotit-corporation
• Xx.com/quotit
• Facebookfacebook.com/quotitcorporation

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quotit