Guide: Carrier Submission Management

Efficiency is greatly enhanced by having a simplified carrier submission process.

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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.

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Steve Anderson

Catalyit Co-founder & CEO

The Players

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

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.

19% Yes
Does your agency use a carrier submission management tool?
Most Used % Use Avg. Rating
Vertafore - PL Rating 20% 4.0
EZLynx (Applied) 15% 4.0
Indio (Applied) 13% 4.2
Applied Rater 11% 3.3
Applied Epic Quotes 10% 3.7
Carrier Website 9% 4.1
Tarmika (Applied) 6% 3.6
Applied Epic 3% 4.3
Semsee 3% 4.0
RealTime 2% 4.0
Other 7% 4.8

Catalyit Resources

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TechTips Articles

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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