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Tools
Catalyit Tools
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.
Catalyit Success Journey™
Technology changes and evolves, just like you. The Catalyit Success Journey gives you the tech roadmap.
Tech Stack Survey
With the right tech, your agency will thrive. Find out what tools. integrations, processes and data agencies are using to maximize profits.
Featured TechSelectors
Know what features you're looking for but not sure which solution is right for you? Narrow down your options with the Catalyit TechSelector™ tool.
Cybersecurity Tools
Catalyit + Trava
Leverage these exclusive tools to better understand your clients' cyber liabilities and strengthen your cyber liability insurance quoting process.
Catalyit + defend-id
Give your agency an edge in this hard market and offer ID Theft Protection to your clients.
Just released: Digital Payments TechSelector
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Guides
Popular Guides
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Solution Providers
Solution Providers
Solution Provider Index
View all Solution Providers on the Catalyit platform.
Leave a Review
Submit a review so your peers can learn from your experience with a Solution Provider and make more informed decisions.
Refer a Solution Provider
Want to see a Solution Provider on the Catalyit platform? Let us know!
Partner Spotlight
- AgentSync
- Applied Systems
- Archway Computer
- BlueZone Cyber Solutions
- BrightFire
- CyberFin
- defend-id
- DONNA
- Dyad
- Experience.com
- GAIL by LULA
- HawkSoft
- Informer by Entrinsik
- Insu serve-1
- Levitate
- NowCerts
- PayMyPremiums
- Rhodian Group
- SALT
- Simply Easier Payments
- Trava
- RPost
- Vertafore
- Xanatek
- Solution Provider Index
- Leave a Solution Provider Review
- Refer a Solution Provider
- Become a Catalyit Solution Provider
Want to partner with Catalyit? Become a Catalyit Solution Provider.
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Resources
Featured Resources
TechTips Articles
Stay up-to-date on the latest industry trends and improve your productivity with Catalyit TechTips!
On-Demand Vault
Watch Catalyit Hot Topics, Live Demos, and other webinars on-demand.
Become a Catalyit subscriber!
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Consulting
New Offerings
Vertafore PL Consulting
Our Vertafore Personal Lines Consulting packages include optimized integrations for QQCatalyst, AgencyZoom, and PL Rating.
EZLynx Retention Center Course
Are you an agency using EZLynx but not taking full advantage of its powerful Retention Center? Take our 5-week course.
Not Sure Where to Start?
Catalyit Consulting
From small to large projects, new tech to process improvement with existing tech, productivity to customer experience and profit, we've got your back.
Need one-on-one help?
Guide: Outsourcing
An insurance agency has a significant number of routine and administrative tasks. Outsourcing services should be considered to reduce expenses and increase efficiency. Several firms specialize in taking over various administrative tasks for insurance agencies.
Catalyit's Advice
Are the firm’s staff domestic or internationally based?
Are you able to purchase blocks of hours?
Does the firm require a certain number of full-time equivalent employees?
Are outsourcing jobs overseas a sensitive subject in your area?
Are you willing to modify your agency procedures to fit the firm’s process?
Steve Anderson's Take
“While outsourcing is not the right solution for every agency, every agency — regardless of size — should explore the benefits of utilizing the services of an outsourcing firm. It could allow you to help your current staff become more effective and spend more time with clients because they don’t have to complete as much of the administrative work.”
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.
Insu serve-1 is a leading provider of comprehensive insurance back-office services to streamline operations and enhance efficiency within the insurance industry.
More Options
2023 State of Tech Report
Catalyit partnered with Big I state associations to survey 465 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| ReSourcePro | 15% | 4.2 |
| WAHVE | 15% | 4.3 |
| Cover Desk | 12% | 4.3 |
| Agency VA | 10% | 4.6 |
| Patra | 5% | 3.0 |
| Exdion | 4% | 4.5 |
| Fusion Business Solutions (FBSPL) | 4% | 5.0 |
| Marble Box | 3% | 5.0 |
| Savvital | 3% | 5.0 |
| Other | 29% | 3.9 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
Demo Lounge
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.
Submit your review | |
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