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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.
Catalyit Success Journey™
Technology changes and evolves, just like you. The Catalyit Success Journey gives you the tech roadmap.
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Guide: Carrier Submission Management
Efficiency is greatly enhanced by having a simplified carrier submission process.
Catalyit's Advice
Will the platform work with your agency management system?
What is required for the insurance company to receive a digital submission?
Does the platform support multiple lines of business?
How easy is the platform for agency staff to use?
How much time will it save, and how much does it cost?
Steve Anderson's Take
“After several unsuccessful attempts to digitize the carrier submission process, progress appears to be made. One change enabling this progress is that both agency management systems and insurance companies are more open to exposing their systems to outside parties through APIs.“
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 |
|---|---|---|
| PL Rating (Vertafore) | 32% | 3.8 |
| EZLynx (Applied) | 18% | 3.8 |
| Applied Epic Quotes | 18% | 3.8 |
| Applied Rater | 9% | 3.7 |
| Carrier Website | 5% | 4.5 |
| Tarmika (Applied) | 4% | 4.3 |
| Indio (Applied) | 3% | 3.5 |
| Semsee | 1% | 5.0 |
| Appulate | 1% | 4.0 |
| bolt access | 1% | 4.0 |
| Other | 6% | 4.0 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
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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