Guide: Mobile Apps

Agencies must communicate with consumers through mobile devices. Agency-branded mobile apps are now crucial for consistent communication.

What are you trying to do?

Catalyit's Advice

Rethink your assumptions about the benefits of a mobile app for your agency.

 

Only spend the time and money to get a mobile app if you and your staff are committed to selling your clients’ benefits.

 

Make sure their experience with your app is as frictionless as possible.

 

The new generation of mobile apps allows your clients to add their policy information more seamlessly now than ever before.

 

Test drive the mobile app experience before you select a solution provider.

Steve Anderson's Take

“Consider integrating a mobile app into your agency’s communication plan by following two steps. Firstly, check with your agency management system vendor to see if they offer a customer-facing mobile app. You should consider using a third-party vendor if they do not have this option. It is important to take a long-term view and not worry if there is slow adoption at first.”

Steve Anderson headshot

Steve Anderson

Catalyit Co-founder

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

NameIntegrationsContract lengthCoverages & Deductibles ViewAgency Rep Live ChatMulti-Factor AuthenticationDirect Connection to Any Carrier WebsiteCommercial Lines Self-ServiceLife/Health Self-ServiceRequest ServiceContact Agent (Call, Text, Email)Request a QuoteRequest ServiceAgency Branded AppView Agency WebsiteView Auto ID CardsRequest CertificatesSubmit a Change RequestAccident & Claims ReportingClaims Info & UpdatesHome InventoryConnects to Agency’s Social Media24/7 AccessBill PayTwo-Way Document SharingAbility for Clients to Make ReferralsReporting CapabilityApp Usage Metrics
GloveBox
GloveBox
12 monthsHave to view policy
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Insurance Agent App
Insurance Agent App
HawkSoft, QQCatalyst, NowCertsNo contractCoverages, Limits & Deductibles are data points, not unstructured PDF data, received from an AMS.
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

Narrow Down Your Options

Mobile App TechSelector

Are you looking for an agency-branded mobile app that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. That’s where the Mobile App TechSelector™ comes in.

 

Our easy-to-use tool asks a few questions about your required features and generates a customized report. This report will help you identify the best mobile app solution for your agency.

 

Don’t waste any more time searching. Try the Mobile App TechSelector™ today to simplify your search and get one step closer to finding the ideal mobile app for your agency.

The Players

Take a closer look at all your available options by visiting their profiles.

InsurLink powered by Vertafore

InsurLink allows agencies to provide their clients with a digital experience through a branded self-service portal, saving agents time and improving productivity.

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.

18%
Agencies using an agency-branded mobile app
Most Used % Use Avg. Rating
Applied CSR24 56% 3.9
GloveBox 14% 3.8
Insurance Agent App 13% 4.6
InsurLink (Vertafore) 5% 3.7
QuickVUE 1% -
Partner XE (Zywave) 1% 3.0
InsuredMine 1% -
Other 9% 3.0

Catalyit Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Demo Lounge

Need 1:1 Help?

Your needs are unique, so we’ll work together to identify challenges and create a customized plan.

 

Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.

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