Guide: Outsourcing
Consider outsourcing services as part of your effort to reduce expenses and increase effectiveness with routine and administrative agency tasks.
What is Outsourcing?
Robotic Process Automation (RPA)
Robotic Process Automation (RPA) is technology that automates repetitive and rule-based tasks by using software robots or "bots" to mimic human actions. It helps organizations increase efficiency, reduce errors, and save time by automating routine processes across various business functions.
Virtual Employee/Virtual Assistant (VA)
Virtual Employee/Virtual Assistant (VA) services provide remote support to handle administrative, operational, and customer service tasks. These skilled professionals help businesses scale by managing routine processes, improving efficiency, reducing costs, and allowing teams to focus on growth-oriented activities across various business functions.
How To Get Started
Let's Talk Outsourcing Series
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 | Applies in Part
| Company Name | AMS Expertise | Ideal Agency Size | Minimum Term of Engagement | Services | Agency Can Select Virtual Assistant | Majority of Workforce | Virtual Assistant Background Checks | Onboarding Time | Quality Control Checks | Allows Contract Termination | E&O Policy | Cyber Policies & Procedures | Stores Network Data | Virtual Assistants Onsite at Company Facility | All Staff Devices Company Owned | Company Control of Computers | Staff Blocked from Downloading & Saving Files | Uses Third-Party for Security Protection | Provides VPN and/or Encryption | Real-Time Monitoring of Staff Devices | Staff Devices Only Connected via Ethernet Cable |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 Dyad | ALIS, Nexsure, PUMAA | 6+ staff | One Year | Policy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations, Quoting, Rating, Invoicing, Loss Runs, Cancellations, Delinations, Inspection ordering, and more. | No | India | Yes | 4+ weeks | Yes | Yes | Yes | Yes | No | Yes | No | Yes | No | No | No | Yes | Yes |
 Exdion | All | 6+ staff, over 1000 commercial policies | One Year | Policy Processing & Servicing, Renewals, New Business | Yes | US, India | Yes | Less than a week | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
 Insu serve-1 – Insurance Back Office Services | AMS360, QQCatalyst, Sagitta, BenefitPoint, Applied EPIC, Applied TAM, EZLynx, HawkSoft, Veruna, Salesforce | 1-50 staff | Two Months | Policy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations | Yes | India | Yes | Less than a week | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
 Marble Box | AMS360, QQCatalyst, Applied EPIC, Applied TAM, EZLynx, HawkSoft | 6+ staff | None | Policy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations, Book Roll, AMS Conversions, Broker Consolidations, Custom Project | Yes | India | Yes | 2-4 weeks | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
 Growth.insure | AMS360, HawkSoft, EZLynx | 1-25 staff | None | Renewal Support, New Business Support, Policy Processing, Policy Servicing, Marketing Support, Technology support | No | India | Yes | 1-2 weeks | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
The Players
Take a closer look at all your available options by visiting their profiles.
Dyad’s SkySource is a cost-effective insurance outsourcing program for routine business processes, from new submissions to premium finance.
Exdion is a proprietary AI-driven extraction engine and broker-specific tools improve sales, minimize human errors, and raise consumer satisfaction.
Insu serve-1 is a leading provider of comprehensive insurance back-office services to streamline operations and enhance efficiency within the insurance industry.
Marble Box helps you leave cumbersome processes and employee management behind with their insurance back-office processes.
Patra helps retail agencies reduce staff workload, optimize small account management, and improve service efficiency.
Powerbroker AI is a GenAI platform that can help agencies automate routine tasks, analyze complex insurance documents, and produce insights into market trends.
vBots are pre-built bots that empower agencies to automate time-consuming, operational tasks and increase 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.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| ReSource Pro | 14% | 4.3 |
| Patra | 14% | 3.8 |
| Agency VA | 11% | 4.4 |
| Cover Desk | 10% | 4.3 |
| Marble Box | 8% | 4.0 |
| Exdion | 4% | 4.5 |
| WAHVE | 4% | 4.0 |
| Elevate Teams | 3% | 4.5 |
| Edge EA | 3% | 4.5 |
| Fusion Business Solutions (FBSPL) | 3% | 3.0 |
| Insu serve-1 | 3% | 5.0 |
| Other | 25% | 4.2 |
Catalyit Resources
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