QuotIt for Term Life Insurance

[helgaemines]

Hello Forum;

Anyone has experience with QuotIt for Term Life Insurance?

This has been the worst nightmare in my life.

I applied to QuotIt to work life insurance business…

They provided me a presentation, and this has been a scam!!!

The platform does not work, and they refuse to refund the money…

Thank you!

 

[Tahoe Ray]

Hello Forum;

Anyone has experience with QuotIt for Term Life Insurance?

This has been the worst nightmare in my life.

I applied to QuotIt to work life insurance business…

They provided me a presentation, and this has been a scam!!!

The platform does not work, and they refuse to refund the money…

Thank you!

Aren't they a CRM? What am I missing?

 

[helgaemines]

Aren't they a CRM? What am I missing?

They are supposed to be a CRM and you can send proposals to your leads directly from the platform…

The issue is that they provide a presentation, and everything looks great…

When you work with the platform you find several issues and they do not solve them

They do not provide a trial or anything… they just take your money and -if the platform does not work- they do not provide you a refund…

 

[STIBROKER]

heres you presentation....call lead.......ask them why do they think they need life insurance.....they tell you and you say I can take care of that for ya.....

 

[WinoBlues]

How much money are we talking about?

 

[helgaemines]

heres you presentation....call lead.......ask them why do they think they need life insurance.....they tell you and you say I can take care of that for ya.....

You have reason…

Sometimes we want something advanced and better is the simplest tool…

 

[helgaemines]

How much money are we talking about?

$230

 

[WinoBlues]

When you work with the platform you find several issues and they do not solve them

What were the issues?

 

[helgaemines]

What were the issues?

Platform does not work properly:

When I send a proposal; lead cannot apply or ask information because leads receive an error…

When send marketing letters leads receive distortional information and cannot open the proposal…

These among other issues…

☹

 

[WinoBlues]

Yeah those do sound like real issues.

I am looking at a new crm myself.

Here is the thing. And I am sure it may fall to perspective. If 'This has been the worst nightmare in my life.' you have lived a charmed life. $230. can be a lot of money out of a business budget depending on how tight that budget is. However, it is only a crm and only the equivalent of a $25mo term policy comp. Don't spend and producing hour on this. Put the problem into perspective.

Now, my temperament is to fight if I feel I am right. To my detriment many times.

I took the liberty to read some of your resent post. Does not look like you have to much time invested into it. I get the impression you are somewhat new to being independent. A file cabinet, physical or digital, may work for now.

Write enough business that you Need a CRM. Sometimes as new agents we look to buy solutions to problems we have not defined yet.

Write a $50mo term plan and the advance makes you flush with the $230.

Good luck

Oh, and STI is right on. It is only Term. Not complicated no need to dazzle them with bullshit.

Wino