- 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
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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.
Accelerate 2024
Did you attend Accelerate 2024, powered by NetVU? Check out our curated resources.
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?
Guide: Agency License Compliance
Maintaining license renewals, nonresident licenses, continuing education credits necessary for renewal, and insurance company requirements can be complicated. These solution providers have platforms that make managing license compliance easier than on your own.
Catalyit's Advice
Does the platform allow you to apply for a license in multiple states?
Can you update individual contact information for multiple states?
Does the platform integrate with the national insurance producer registry (NIPR)?
Can you track continuing education courses for each license?
Are notifications generated for compliance expiration?
Steve Anderson's Take
“Keeping up with license requirements, especially if you operate in multiple states, is a time-consuming task that someone in your office has to perform. Partnering with a provider will help you streamline the process and, more importantly, keep you in compliance with state regulations.”
The Players
Take a closer look at all your available options by visiting their profiles.
AgentSync’s producer management and compliance solution empowers insurance agencies and MGAs to unleash operational efficiencies, reduce risk, and fuel growth.
Sircon helps agents stay compliant in a complex regulatory environment by maintaining the proper licenses you need to sell insurance.
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 |
|---|---|---|
| Vertafore - Sircon | 53% | 4.1 |
| NIPR | 10% | 4.3 |
| AgentSync | 4% | 3.7 |
| CSC | 4% | 5.0 |
| Proprietary Platform | 4% | 4.3 |
| Agency Management System | 3% | 4.0 |
| Accel Dashboard | 1% | 5.0 |
| Acrisure Home Office | 1% | - |
| BetterCE | 1% | - |
| RegEd | 1% | 4.0 |
| State Based Systems | 1% | 3.0 |
| Other | 14% | 3.7 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
TechTips Articles
Demo Lounge
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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