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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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Solution Providers
Solution Provider Index
View all Solution Providers on the Catalyit platform.
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Submit a review so your peers can learn from your experience with a Solution Provider and make more informed decisions.
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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
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- 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.
Accelerate 2024
Did you attend Accelerate 2024, powered by NetVU? Check out our curated resources.
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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: Digital Payments
Every agency must integrate electronic payment options to meet client needs and preferences. This guide will help you explore your options.
What are you trying to do?
- Considering a digital payment system for your agency? Start here.
- Do you need help deciding which solution to choose? Use the TechSelector to narrow down your options.
- Want to view different options side-by-side? Compare digital payment solutions in our comparison grid.
- Who’s who? Take a closer look at the players.
- Are you curious about what your peers are using and how they rate them? Learn from their experiences with the State of Tech Report.
- Get the latest news and insights on digital payment solutions? Explore our resources.
- Do you want someone to assist you in the process? Book an appointment with Catalyit.
Catalyit's Advice
Insurance trust accounting is regulated at the state level. You must ensure that any solution you use is legally compliant with the regulations in your state.
What types of payments can be accepted?
How long does it take for the payment to show up in your bank account?
Does the vendor hold a PCI Level I compliant certificate?
Can the payment page be branded with your agency information?
Steve Anderson's Take
“Many consumers nowadays prefer to pay their bills digitally rather than write checks. Failure to follow the insurance trust accounting rules of your state can land you in trouble with the state Department of Insurance. This is why it is crucial that your payment service provider informs you of the legal requirements in your state and how they comply with them.”
Pick Your Path For Help
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.
*Click logo to view all AMS integration options
**All inclusive service means invoicing, premium collection, financing, pay in full services
Yes, Applies | Limited Options
| Name | Payment types accepted | Time to fund ACH | Time to fund Credit/Debit Cards | Integration with AMS* | Branded payment pages | Level 1 PCI Compliance/AOC Certifications | Compliance with state laws | Cost | All-inclusive service** | Chargeback, NSF, incorrect banking info protection | Premium finance options | Max funding per day per account | Foreign currency exchange | Primary live support location |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 Applied Pay | ACH, Credit Cards, Debit Cards | Next business day | Next business day | Limited Options | Yes | Yes | Yes | Monthly fee | Yes | Yes | Yes | Single transaction cap of $1M, otherwise no limit | United States | |
 PayMyPremiums by AFCO | ACH, Credit Cards, Debit Cards | 72 hours | 72 hours | Limited Options | Yes | Yes | Free | Yes | Yes | Yes | No limit | United States | ||
 Simply Easier Payments | ACH, Credit Cards, Debit Cards, Foreign Currency/Exchange | 2nd business day | Next business day | Yes | Yes | Yes | Yes | Free | Yes | Yes | Yes | No limit | Yes | North Carolina |
 AGAVE | ACH, Credit Cards, Debit Cards | 2-3 business days | 24-48 hours | Limited Options | Yes | Yes | Yes | Monthly fee; pricing and fee model options available | Yes | Yes | Yes | Card: No limit ACH: Based on agency need and activity | Yes | Arizona |
 Ascend | ACH, Credit Cards, Debit Cards, Wire and Physical Check | 2-3 business days | 24-48 hours | Yes | Yes | Yes | Yes | Variable by premium and transaction volume | Yes | Yes | Yes | Card: No limit ACH: $2M per day | California | |
 ePayPolicy | ACH, Credit Cards, Debit Cards, Physical Check | 48 hours | 24-48 hours | Yes | Yes | Yes | Yes | $25/month | Yes | Yes | Yes | Varies by client | Texas | |
 Input1 | ACH, Credit Cards, Debit Cards, PayPal | 3 business days | 1 business day | Yes | Yes | Yes | Yes | Free for digital payments and premium finance; other services vary | Yes | Yes | Yes | Negotiable | United States | |
 Xpress-pay | ACH, Credit Cards, Debit Cards | 2 business days | Next business day | Limited Options | Yes | Yes | Yes | $6.95/month | Yes | Yes | Yes | Varies by client | United States |
Narrow Down Your Options
Digital Payments TechSelector
Currently in Beta, available for all agents for a limited time
Are you looking for a digital payments solution that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. That’s where the Digital Payments TechSelector™ comes in.
Our easy-to-use tool asks a few questions about your required features and generates a customized report. This report will help you identify the best digital payment solution for your agency.
Don’t waste any more time searching. Try the Digital Payments TechSelector™ today to simplify your search and get one step closer to finding the ideal digital payments solution for your agency.
The Players
Take a closer look at all your available options by visiting their profiles.
Applied Pay offers policyholders a secure way to pay their premiums from any device. It seamlessly integrates with Applied Epic™, Applied CSR24™, and EZLynx™.
PayMyPremiums is a digital payment, billing, collection, and financing solution. It provides financing and full-pay options, credit card payments, and free ACH payments.
Simply Easier Payments provides a full suite of digital payment solutions, including billing, invoicing, and integrated premium finance capabilities for your agency, tailored to your specific needs.
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 |
|---|---|---|
| ePayPolicy | 57% | 4.6 |
| EasyPay | 7% | 4.0 |
| Applied Pay | 6% | 3.5 |
| Simply Easier Payments | 6% | 4.8 |
| QuickBooks | 5% | 4.3 |
| XpressPay | 4% | 4.4 |
| Carrier Online Billing | 4% | 3.9 |
| IPFS Total Pay | 3% | 4.6 |
| Converge Pay | 1% | 4.0 |
| Intellipay | 1% | 5.0 |
| Other | 8% | 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.
Submit your review | |
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