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-Logo-Icon-white

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.”

Steve Anderson headshot

Steve Anderson

Catalyit Co-founder

The Players

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

AgencyZoom powered by Vertafore

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.

Automate365 by NowCerts

Automate365 by NowCerts is a CRM 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 Zaps

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.

28%
Agencies using a CRM system
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.

TechTips Articles

Demos & Webinars

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.

Submit your review
1
2
3
4
5
Submit
     
Cancel

Create your own review

Catalyit
Average rating:  
 0 reviews

Forgot Password?

Forgot Password?

ALERT!

Vault videos are only visible to Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content and watch this webinar on-demand.

ALERT!

This content is only visible to Catalyit Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content.

ALERT!

This content is only visible to Catalyit subscribers!

Sign in, get started free, or upgrade now to unlock all Catalyit content.

ALERT!

Vault videos are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and watch this webinar on-demand.

Let's do this

 

Let's do this

Fill out the form below to get free Basic Access to Catalyit and activate your Trava account.

 

ALERT!

Solution Provider Profiles are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and learn more about this Solution Provider.