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Guide: Customer Relationship Management
Every organization requires a system to gather information and establish connections with different individuals and businesses. The services in this category enable you to collect details of potential and existing customers into a database and utilize that information to maintain a healthy relationship.
Catalyit's Advice
Does your existing agency management system have capabilities for tracking prospects and clients?
What information would you like to capture about prospects and clients?
Do you want it to be company-focused or contact-focused?
Ease-of-use is essential, especially if producers will be capturing and updating information.
How flexible is the platform? For example, are you able to add additional custom fields?
Steve Anderson's Take
“Every agency needs a system and process for capturing customer contact information. As mentioned, your existing agency management system may have this functionality built in. If it does, you may not need a separate platform (an additional expense) to track contact information.”
The Players
Take a closer look at all your available options by visiting their profiles.
AgencyZoom is a smart automation solution built expressly for insurance agencies – with complete lifecycle automation, easy access to data, and integrations for effortless information syncing.
Momentum CRM is designed by actual insurance agents, bringing all the tools you need in one platform without having to “duct-tape” multiple systems together.
More Options
CRM Enhancements
We Build Staxx (previously We Build Zaps) empowers insurance agencies with top-notch Zapier automation services to streamline processes, boost efficiency, and enhance customer experiences.
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 |
|---|---|---|
| AgencyZoom (Vertafore) | 25% | 3.8 |
| Salesforce | 12% | 3.8 |
| ClientCircle | 9% | 3.7 |
| Levitate | 9% | 4.3 |
| Agency Revolution | 8% | 4.3 |
| InsuredMine | 6% | 3.6 |
| HubSpot | 3% | 3.0 |
| Constant Contact | 2% | 5.0 |
| InsurGrid | 1% | 4.0 |
| b atomic! | 1% | 5.0 |
| Better Agency | 1% | 3.0 |
| Other | 24% | 3.8 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
Demos & Webinars
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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