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  1. Portal Home
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  3. Quotit Video Tutorials

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Covered California
1
Digital Marketing Onboarding
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Dynamic Website Onboarding
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Quotit Video Tutorials
19
Quotit Video Tutorials - Small Group
7

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Covered California Delegation Procedures Onboarding Steps Quotit Account Setup

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Articles

Quotit - 01. Shows home page and how to create a contact Quotit - 02. Shows how to edit contact info Quotit - 03. Shows subsidy calculator and double redirect feature Quotit - 04. Shows how to enter and retrieve notes Quotit - 05. Under 65 quoting and consolidated cart Quotit - 06. Medicare Advantage quoting Quotit - 07. Medicare Supplement quoting Quotit - 08. Goes over Reminders, Email Tracking, Attachments and Enrollment tracking Quotit - 09. Shows how to create and manage Auto-Responders Quotit - 10. Show ePro or Consumer Facing link Quotit - 11. Goes over Agency Features Quotit - 12. How to select carriers and plans in the Settings Tab Quotit - 13. How to set up the Online Applications Settings Quotit - 14. How to enter commission numbers in the Settings Tab Quotit - 15. How to set up the Cross-Selling Management in the Settings Tab Quotit - 16. How to adjust the ePro Web Report Layout in the Settings Tab Quotit - 17. How to adjust the Information Entry Page Fields in the Settings Tab Quotit - 19. How to Select Your Life Carriers in the Settings Tab Quotit - 20. Shows the process from entering a client through quoting and returning to the CRM
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Covered California Delegation Procedures Onboarding Steps Quotit Account Setup

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