- 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
- Guides
Popular Guides
All Guides
Not sure where to start?
- 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.
- 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!
- 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?
Guides and Reviews
Not sure which AMS to choose? Don’t have time to research 5 quoting platforms?
We’ve done the work for you! Our guides help you compare solutions in minutes and include reviews by peers and our tech gurus.
Agency License Compliance
Staying in compliance with state insurance regulations is vital. Make sure your staff is appropriately licensed to sell insurance and work with your carrier partners.
Agency Management System
Choosing an agency management system (AMS) is one of the most important decisions you'll make. Find the right system to create a firm foundation for your agency.
TechSelector Tool Available
Unlocked for a limited time
Carrier Submission Management
A streamlined carrier submission process is critical to efficiency, and the right tool can help digitize and improve your workflow.
Customer Relationship Management (CRM)
Capture prospect information and build relationships with your existing customers over their lifecycle with your agency.
Cybersecurity
There are few things that will disrupt an agency’s operations like a cyber-attack. The impact will take its toll on your agency and your customers.
Cyber Risk Checkup Available
Unlocked for a limited time
Data Analytics
Data analytics can help agencies avoid coverage gaps, create better sales goals, uncover new opportunities, and improve customer service.
Digital Payments
Every agency needs to consider how they can add electronic payment capabilities to meet the needs and preferences of their clients.
TechSelector Tool Available
Unlocked for a limited time
Electronic Signature
E-signatures offer many benefits over paper-based signatures – they’re faster, more convenient, and more secure than paper-based signatures.
Unlocked for a limited time
Generative AI, Chatbots, & RPAs
While generative AI can never replace the human touch, it offers many practical uses that can enhance your ability to communicate, advise, and serve clients effectively.
Unlocked for a limited time
IT/MSP
Insurance agencies have unique needs when it comes to technology. Finding an IT/Managed Service Provider (MSP) that has multiple insurance agencies as customers is essential.
Lead Generation
Engage with more people about their insurance needs and attract those that fit your ideal client profile.
Marketing Automation
Don't suffer from "follow-up failure" - create automated ways to follow up with prospects and stay in touch with your clients.
Marketing - General
Find the right tools to market your agency and build awareness with prospects and customers while helping them take the next step to engage with you.
Mobile Apps
Agency branded mobile apps are an increasingly important component of your communication strategy.
Unlocked for a limited time
Online Applications & Forms
Integrating an online applications and forms process into your operations can improve efficiency, accuracy, and client satisfaction.
Unlocked for a limited time
Outsourcing
Consider outsourcing services as part of your effort to reduce expenses and increase effectiveness with routine and administrative agency tasks.
Unlocked for a limited time
Phone Systems
Even with all the digital communication platforms out there, your phone remains a primary means of communicating with clients and prospects.
TechSelector Tool Available
Unlocked for a limited time
Quoting Platforms - Benefits
Most agencies sell employee benefits coverage to their existing clients, and there are tools to help you streamline the process of quoting and servicing this business line.
Unlocked for a limited time
Quoting Platforms - Commercial
CL quoting platforms can offer significant productivity improvement and could allow small commercial to be a profitable niche market for you.
TechSelector Tool Available
Unlocked for a limited time
Quoting Platforms - Personal
PL quoting platforms are a great timesaver for agencies needing to create a bindable quote for prospects and existing clients.
Reputation Management
An active reputation management program helps you safeguard your insurance agency's online presence and gain better recognition.
Sales Management
Every agency needs to support its sales team to manage the sales process. The right tech can help agency owners, producers, and staff see what prospects are likely to become agency customers.
Social Media
Using social media management tools make it easier to create a branding and marketing strategy that allows you to post quality information consistently.
Specialty Solutions
Unique and niche market technology solutions that help independent agencies do business more efficiently.
Unlocked for a limited time
Training
Maximize your technology investment and ensure adoption by providing training for your staff.
User Communities
Connect with agencies across the country that use the same tech.
Unlocked for a limited time
Website Development
Turn your agency website into a 24/7 employee with a robust and visible online presence.
Digital Review Available
101 Weston Labs
101 Weston Labs helps InsurTech startups bring their products to market and change the independent agency channel.
Submit your review | |
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