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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
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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: Generative AI, Chatbots, & RPAs
Know the difference between these three tools.
Generative AI
Artificial intelligence (AI) that is capable of generating new content (such as images or text) in response to a submitted prompt (such as a query) by learning from a large reference database of examples.
Chatbot
A software application that works as a virtual assistant and interacts with customers through automated actions in text or voice conversations.
Robotic Process Automation (RPA)
Software tools that partially or fully automate human activities that are manual, rule-based, and repetitive.
Check out our special edition series on how you can use Generative AI (GenAI) in your agency.
The Bottom Line: After completing these four sessions, you will have the confidence to use GenAI tools in your agency, the knowledge to get your staff onboard, and an abundance of new ideas to explore.
Get Started with GenAI
Friday, May 3 at 11 AM ET
Learn how to communicate with ChatGPT and get started with GenAI.
Marketing, Sales, & Customer Service
Friday, May 10 at 11 AM ET
Learn how to utilize GenAI in your marketing, sales, and customer service efforts.
Business Intelligence
Friday, May 17 at 11 AM ET
Discover how to utilize GenAI to enhance your business intelligence.
Audio & Visual Content
Friday, May 24 at 11 AM ET
Create stunning images, audio, and video content with GenAI.
Articles
Navigating the Impact of AI in Cybersecurity
Steve Anderson Op-ed on AI
Harness AI: Practical Ways to Use AI in Your Agency Today
Google’s Bard Transforms Into Gemini
Artificial Intelligence in the Insurance Industry
AI’s Impact on Cyber Risks
The Players
Name | Website | Category | Description |
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View Profile GAIL by LULA
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lula.is/gail | Chatbot | GAIL is a voice powered AI tool that is capable of having human like conversations, built to lower Customer Acquisition, and Support costs. |
View Profile Total CSR
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totalcsr.com/ask-ellie | Chatbot | Total CSR's Ellie is the ultimate AI-powered tool specially crafted for insurance agents. With ‘Ask Ellie’, you gain access to an array of tools that will transform the way your insurance agency operates. Ellie can help with understanding complex insurance concepts, creating engaging marketing messaging, offering professional development support, and improving customer service interactions. |
View Profile Brightside
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brightsideai.com | Chatbot | The Brightside Assistant allows you to summarize, analyze, and compare complex insurance policies in seconds. Brightside takes the complexity out of understanding insurance policies and transforms them into clear, actionable knowledge. |
View Profile Exdion
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exdion.com | RPA | Exdion is a proprietary AI-driven extraction engine and broker-specific tools improve sales, minimize human errors, and raise consumer satisfaction. |
View Profile Podium
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podium.com | Chatbot | Beat your competition with Podium's lead conversion platform, powered by AI and ready to integrate with the tools you already use. |
View Profile ProNavigator
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pronavigator.ai | Chatbot | ProNavigator is an AI-driven knowledge management chatbot that's built for insurance and brings all your company’s knowledge together for easy organization, discovery and sharing. |
View Profile Quandri
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quandri.io | RPA | Quandri's AI-powered solutions automate repetitive tasks that become costly, time-consuming, and burdensome as you scale, including renewal reviews, document naming, and the daily download process. |
Chatbase
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chatbase.co | Chatbot | With Chatbase, you can create customizable AI chatbots using your own knowledge base. |
Hexomatic
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hexomatic.com | Chatbot | Build a custom GPT for customer support, lead generation, and engaging users. Includes features like "Revise answers" and "Confidence score" for accurate responses. |
Pictory
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pictory.ai | Video | Say goodbye to complicated video editing software. The Pictory technology allows you to create and edit professional-grade videos using just text. |
re:tune
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retune.so | Chatbot | The missing platform to build your AI apps. Use it to build your own AI powered apps. No coding required. |
ReachOut.ai
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reachout.ai | Video | ReachOut.AI allows you to deliver personalized 1:1 videos without recording anything. |
Robomotion RPA
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robomotion.io | RPA | Robomotion robots are designed for high-efficiency concurrency at scale, with the capability to execute multiple automation sequences simultaneously. They feature a multi-branching ability, allowing the creation of unlimited static or dynamic branches with a single robot. |
Warm Welcome
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warmwelcome.com | Video | Connect with clients through real-time or recorded video. Send personal video emails. Features include Video Contact Pages, Video Business Cards, Video Email Signatures. |
Afforai
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afforai.com | Writing | Afforai – is a reliable and trustworthy AI in-depth research assistant and Chatbot! From complex topics to niche inquiries, Afforai delves into millions of sources to bring you trusted insights you can count on. |
Albato
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albato.com | RPA | Albato is an all-in-one, no-code platform for automating your workflow! Seamlessly integrate the apps you use daily and watch the magic happen. With 600+ available apps and over 170,000 automation scenarios, the possibilities are endless! |
BHuman
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bhuman.ai | Video | BHuman helps you foster authentic connections with your customers like never before. Our groundbreaking AI technology empowers you to create personalized videos at scale that truly look and feel real. |
BIGVU
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bigvu.tv | Video | Platform to create short videos that integrates with their mobile app. Record on your desktop or on the go - it all syncs. |
OpenAI ChatGPT
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openai.com | Chatbot | OpenAI created ChatGPT, the most popular AI platform. There is a free version and a Pro (paid) version. |
Peppertype.ai
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peppercontent.io/peppertype-ai | Content | Peppertype.ai helps you create high-quality content in no time. Say goodbye to hours spent brainstorming and let otheir AI-powered tool do the magic for you. |
Speechki
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speechki.org | Audio | Automatically transform written content into high-quality audio. With Speechki's AI Realistic Voice Generator, you can now experience over 1,100 voices in more than 80 languages! |
Hexofy
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hexofy.com | Marketing | Hexofy is the ultimate web-scraping companion. No more time-consuming copy-pasting. With their incredible 1-click web scraping tool, you can gather data from any web page effortlessly. |
Adobe Podcast AI
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podcast.adobe.com/enhance | Audio | Clean up audio quality for free with Adobe Podcast AI. |
Brain Pod Ai Writer
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brainpod.ai | Content | Brain Pod helps you take your content creation game to a whole new level. Violet is their AI writer and no-code platform that will change the way you create content for your agency. Whether you need blogs, articles, or social media posts, Violet will help save you time. |
Castmagic
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castmagic.io | Content | Created for Podcasters to streamline show notes, CastMagic can be used with any audio content to save time creating long-form content from audio. The AI-powered platform transforms an Mp3 file or YouTube video into a wide range of handy assets that are ready to use instantly. It provides transcriptions, notes, summaries, highlights, quotes, and social posts. |
HelloScribe
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helloscribe.ai | Content | Ever wished you could magically automate your writing, research, and brainstorming tasks? HelloScribe is designed to make your life easier! No more staring at a blank document or feeling overwhelmed by endless notes. You can put your writing on AutoPilot and watch the ideas flow effortlessly. HelloScribe is designed to assist you throughout the entire writing process - from organizing your thoughts to generating insightful research. |
Hippo Video
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hippovideo.io | Video | Hippo Video allows users to create personalized avatar videos with various backgrounds, including website URLs. This technology enhances customer engagement at all stages, from lead qualification to sales acceleration, by automating certain processes and improving customer satisfaction through engaging and efficient video content. |
Jasper
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jasper.ai | Content | Jasper is an AI copilot for driving outstanding performance and is used by over 100k businesses. Jasper leverages its AI to generate compelling, tailored content that truly resonates with your target audience. |
Claude
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claude.ai | Content | Claude is an AI chatbot created by Anthropic, an AI safety and research company paving the way for reliable, interpretable, and steerable AI systems! They focus on ensuring the safety and future of artificial intelligence. Claude Pro offers significantly increased usage limits compared to the free service, with the number of messages depending on factors like message length, attachments, and conversation context. Users receive a warning when they are close to the limit, which resets every 8 hours. These limits balance Claude's availability for free users while optimizing performance for power users. The cost is $20 per month. |