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Tech Assessment
Getting tech to work for you begins with understanding where you are, where you need to be, and how to bridge that gap.
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Technology changes and evolves, just like you. The Catalyit Success Journey gives you the tech roadmap.
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Guide: Marketing & Sales
Various tools are available to promote your agency and reach potential customers. Tools that you currently have in your agency may include marketing components. The goal is to establish strong relationships with your customers and increase sales.
How Can We Help?
The Catalyit Comparison Grid
Make an informed decision by comparing solutions side-by-side.
Click the button on the left to view additional features of each solution, and click the logo to take a deeper dive and learn more about the solution.
Yes, Applies | Applies In Part
| Company Name | Chatbot | CRM | Lead Generation | Marketing Automation & Email | Reputation Management | Sales Management | Social Media | Website Development | Advertising | Consulting | Public Relations | Text Messaging |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 AgencyZoom | Yes | Yes | Yes | Yes | ||||||||
 Applied Marketing Automation | Applies In Part | Yes | Applies In Part | |||||||||
 BrightFire | Yes | Yes | Yes | Yes | Yes | |||||||
 Experience.com | Yes | |||||||||||
 Levitate | Yes | Yes | Yes | Yes | ||||||||
 AgenciesOnline | Yes | Yes | Yes | Yes | Yes | Yes |
||||||
 Agency Revolution | Yes | Yes | Yes | Yes | Yes |
|||||||
 Agentero | Yes | |||||||||||
 Alicor Solutions | Yes | |||||||||||
 Anthem Software | Yes | Yes | Yes | Yes | ||||||||
 AVYST | Yes | |||||||||||
 Best Websites | Yes | Yes | ||||||||||
 Better Agency | Yes | Yes | Yes | Yes | Yes |
|||||||
 Bignition by The Wedge Group | Yes | Yes | ||||||||||
 Bridge | Yes | Yes | Yes | Yes |
||||||||
 ClientCircle | Yes | Yes | Yes | Yes | Yes | |||||||
 DART Direct Mail | Yes | |||||||||||
 EZLynx Agency Websites | Yes | |||||||||||
 Fluid | Yes | Yes | ||||||||||
 Highwing | Yes | |||||||||||
 InsuredMine | Yes | Yes | Yes | Yes | ||||||||
 InsurGrid | Yes | Yes | ||||||||||
 Intentflow | Yes | |||||||||||
 leadPops | Yes | Yes | Yes | Yes | Yes | |||||||
 LeO | Yes | |||||||||||
 Lift Local | Yes | Yes | Yes | |||||||||
 Lola | Yes | |||||||||||
 LZC Marketing | Yes | Yes | ||||||||||
 Market Retrievers | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||
 Pathway | Yes | |||||||||||
 Podium | Yes | Yes | Yes | Yes | Yes |
|||||||
 QuoteWizard | Yes | |||||||||||
 ReferMe IQ | Yes | |||||||||||
 ReFocus AI | Yes | Yes | ||||||||||
 Social Jazz | Yes | |||||||||||
 Startwave | Yes | Yes | ||||||||||
 ValChoice | Yes | Yes | Yes | |||||||||
 Wetzel and Associates | Yes |
Lead Generation
Catalyit's Advice
Is the platform company-centric or contact-centric?
How much information about a prospect can you track?
Is campaign management included?
What reporting capabilities are available?
How easy is the platform for producers to use?
Steve Anderson's Take
“Many agencies suffer from follow-up failure. They talk to somebody, may go through the expense of creating a proposal, and if the prospect doesn’t buy at that point, they don’t have a process for following up long-term. The core of lead generation platforms is to help you be in a conversation with the prospects who are ready to buy.”
The Players
Take a closer look at all your available options by visiting their profiles.
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| Zywave | 26% | 3.6 |
| TrustedChoice.com | 10% | 2.8 |
| Cold Calling Service | 10% | 4.0 |
| ClientCircle | 8% | 3.3 |
| ZoomInfo | 8% | 4.3 |
| LeO | 4% | 3.0 |
| Startwave | 2% | 3.0 |
| SALT | 2% | - |
| EZLynx (Applied) | 2% | - |
| Bold Penguin | 2% | 3.0 |
| Other | 26% | 3.9 |
Marketing Automation
Catalyit's Advice
Does your agency management system have automated marketing capabilities?
What customer and prospect touch points do you want to add?
Does the third-party solution provider integrate with your existing system?
Who will be responsible for implementing these marketing campaigns?
Make sure to track your results to determine your return on investment.
Steve Anderson's Take
“Creating systematic marketing automation campaigns can be one of the best ways to continue to build relationships with clients and let prospects know you haven’t forgotten about them. Today, there are a wide variety of platforms that will help you do that, ranging in simplicity and customization options. We recommend you start experimenting with something, and continue to add capabilities as you see additional opportunities.”
The Players
Take a closer look at all your available options by visiting their profiles.
AgencyZoom is a smart automation solution built expressly for insurance agencies – with complete lifecycle automation, easy access to data, and integrations for effortless information syncing.
Applied Marketing Automation™ is the first of its kind in our industry that allows you to quickly build and track marketing email campaigns so you can deliver relevant, timely P&C and Benefits content to your clients and prospects.
More Options
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| Applied Marketing Automation | 18% | 4.0 |
| Levitate | 15% | 4.0 |
| Agency Revolution | 13% | 4.3 |
| AgencyZoom (Vertafore) | 11% | 4.3 |
| ClientCircle | 9% | 3.9 |
| Zywave | 8% | 3.8 |
| Constant Contact | 7% | 3.0 |
| Rocket Referrals | 4% | 4.4 |
| Mailchimp | 3% | 3.7 |
| QQCatalyst (Vertafore) | 1% | 3.0 |
| Other | 12% | 4.3 |
Reputation Management
Catalyit's Advice
What is the scope of services offered?
Will they help you generate online reviews?
Do they monitor your online reputation and alert you when negative information appears?
Do they understand insurance agencies?
Do they offer online reputation repair services?
Steve Anderson's Take
“A growing percentage of consumers start their search for insurance information online. Where your agency appears in their search results is based on several factors – including search engine optimization (SEO), the number and quality of online reviews, your social platform activity, and others. Actively managing online reputation is a vital part of your Internet presence and ongoing marketing activities, whether you want to learn how to do this yourself or engage with a company that provides the services on your behalf. It is one of the areas that will help you grow your agency.”
The Players
Take a closer look at all your available options by visiting their profiles.
BrightFire takes the burden of digital marketing off your agency, helping you stand out from the crowd, save you time, and generate more leads.
Experience.com provides a powerful tool that motivates the right behaviors to rank high on search, helping enhance your organic leads and take control of your online presence.
More Options
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| ClientCircle | 25% | 4.4 |
| Agency Revolution | 18% | 3.7 |
| AgencyZoom (Vertafore) | 13% | 4.3 |
| Podium | 5% | 4.3 |
| Lift Local | 5% | 4.3 |
| Klout 9 | 2% | 4.0 |
| Experience.com | 2% | 5.0 |
| BrightFire | 2% | 3.0 |
| Birdeye | 2% | 4.0 |
| InsuredMine | 2% | 5.0 |
| Other | 27% | 4.5 |
Sales Management
Catalyit's Advice
Does your existing agency management system have capabilities for tracking sales opportunities as well as a producer sales pipeline?
How involved will your producers be in capturing required information?
Does your agency have a culture of sales accountability?
Ease-of-use is essential, especially if producers capture and update information.
How flexible is the platform to fit your particular needs? For example, are you able to add additional custom fields?
Steve Anderson's Take
“Every agency needs a system and process for tracking sales activity. Your existing agency management system may have this functionality included, so you may not need a separate platform and the additional expense to track sales activity if it does.”
The Players
Take a closer look at all your available options by visiting their profiles.
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| Salesforce | 22% | 3.6 |
| AgencyZoom (Vertafore) | 21% | 4.3 |
| Applied Epic | 19% | 4.5 |
| EZLynx (Applied) | 5% | 3.5 |
| InsuredMine | 3% | 3.5 |
| Monday | 2% | 5.0 |
| b atomic! | 2% | 4.0 |
| HubSpot | 2% | 5.0 |
| Agency Revolution | 2% | 5.0 |
| Other | 22% | 4.1 |
Website Development
Catalyit's Advice
Does the vendor have insurance agency experience?
Will the agency be able to update and maintain the website in the future?
Will your website be custom-designed, or created from a predefined template?
What content management system (CMS) does the vendor use?
Are images and other digital assets fully licensed?
Steve Anderson's Take
“There are many firms who create some amazing websites. However, our preference is for you to pick a vendor that specializes in insurance agencies. There are significant E&O considerations that must be taken into account when selecting the right vendor. You will also want to look at what other capabilities the vendor can build into your website, as well as determine who will maintain and update the website once it is live. Again, our preference is for the agency to be able to control this function, if they desire.”
The Catalyit Comparison Grid
Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.
Yes, Applies | * Yes, Through Add-on | Applies In Part
| Features | | | | |  |
|---|---|---|---|---|---|
| Insurance-Specific Information | |||||
| Insurance Industry Experience |  | | | | |
| Insurance Platform Integrations | | | |  | |
| Familiar with Website E&O Exposures | | | | | |
| CMS | |||||
| Custom/Proprietary | | | |||
| WordPress | | | | ||
| Duda | |
||||
| Development | |||||
| Defined Process | | | | | |
| Time Frame | Within 4 weeks | 4-6 weeks | 7 days | 2 weeks | ~6 weeks |
| Page / Site Design | |||||
| Custom Designed Pages/Site | | | | ||
| Template Pages/Site | | | |
||
| Sample Content Provided | | | | | |
| Agency Ability to Build Pages | | | | ||
| Content Changes After Go-Live | |||||
| Agency | | | |||
| Developer/Provider | | | | | |
| Lead Capture Forms | |||||
| Agency-created Web Forms | | | |
||
| Provider-created Web Forms | | | | | |
| Chat Feature | |||||
| Chatbot Capability | | | | | |
| Live Chat Capability | | | |||
| Other Features / Functionality | |||||
| Article/Blog Posting Capabilities | | | | | |
| Ongoing Digital Marketing Strategy/Support | | | | |
|
| Responsive Website | | | | | |
| Search Engine Optimization (SEO) | | | | | |
| Video Proposals | | | |||
| WCAG 2.1 Guidelines/ADA Compliance Support | | | | | * |
| Contract / Subscription | |||||
| Month-to-Month | | | | | |
| Annual | | |
|||
| Multi-Year | | ||||
| Next Steps | Learn more about BrightFire | Learn more about Forge by Agency Revolution | Learn more about Alicor Solution | Learn more about EZLynx Agency Websites | Learn more about Levitate |
The Players
Take a closer look at all your available options by visiting their profiles.
BrightFire takes the burden of digital marketing off your agency, helping you stand out from the crowd, save you time, and generate more leads.
More Options
Website & Content Enhancements
RELAYTO instantly transforms your regular PDFs and presentations into experiences that grow your sales pipeline, win over and delight customers.
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| Local Firm | 25% | 4.0 |
| Agency Revolution/Forge3 | 19% | 4.3 |
| Zywave (formerly ITC) | 5% | 4.2 |
| Banyan Theory | 5% | 4.8 |
| Advisor Evolved | 4% | 4.8 |
| BrightFire | 3% | 4.6 |
| Developed/Managed In-House | 3% | 4.0 |
| InsuranceSplash | 1% | 4.5 |
| Alicor Solutions | 1% | 2.5 |
| EZLynx Agency Websites (Applied) | 1% | - |
| Agency Relevance | 1% | 5.0 |
| Other | 32% | 3.7 |
Submit your review | |
Social Media Management
Catalyit's Advice
Which social platforms do they support?
How many different social profiles are available to you?
Can you create content that posts to multiple platforms simultaneously?
What other tools are included?
Does the tool allow you to repurpose existing content?
Steve Anderson's Take
“There are a wide variety of tools that will help you manage your social platform presence. Examining which tools will best fit your needs is important. If you’re just getting started, we recommend you take a look at some of the simpler and less expensive or free tools. If you’ve been managing your social presence for a while, it may make sense for you to upgrade to some platforms and tools that have more capabilities. Social media management tools will save you a tremendous amount of time and effort and allow you to be consistent — which is an important consideration.”
Steve Anderson
Catalyit Co-founder
The Players
Take a closer look at all your available options by visiting their profiles.
BrightFire takes the burden of digital marketing off your agency, helping you stand out from the crowd, save you time, and generate more leads.
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2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
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