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Getting tech to work for you begins with understanding where you are, where you need to be, and how to bridge that gap.
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Guide: Data Analytics
Data analytics platforms are now more user-friendly and offer greater visibility into agency operations, enabling better decision-making.
Catalyit's Advice
Does the platform help with data hygiene (cleaning up dirty data)?
What prebuilt dashboards are available?
How easy is it to dig deeper into the data?
Is the data real-time, or is there a delay?
Is the information provided actionable?
Steve Anderson's Take
“Over the last few years, data analytics has become a buzzword in the insurance agents community. While it is a meaningful conversation and important for agencies to embrace, the first question that needs to be answered is, “How good is your agency data?” The adage is that garbage in is garbage out. This applies to insurance agency management system data. The first step to gaining the full benefits of data analytics is ensuring your agency data is clean and accurate.“
The Players
Take a closer look at all your available options by visiting their profiles.
DONNA.ai provides out-of-the-box data analytics solutions focused on addressing top independent agent concerns like customer retention and cross-selling opportunities.
From pixel-perfect reports to advanced analytics and AI assistants, Informer AI connects users to the information they need with the security you need.
Loss Scan helps independent agents turn PDF Insurance Loss Runs into usable, actionable data using advanced AI systems.
PortalOne by Premium Logic helps agents make the shift from a data-generating business to a data-powered business with intuitive analytics.
More Options
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 |
|---|---|---|
| Applied Analytics | 32% | 3.9 |
| Agency Management System | 10% | 3.7 |
| In-House Platform | 10% | 4.3 |
| RiskMatch (Vertafore) | 9% | 4.0 |
| AgencyKPI | 5% | 5.0 |
| ennabl | 5% | 4.0 |
| EZLynx Reports (Applied) | 5% | 4.3 |
| DONNA.ai | 4% | 4.7 |
| Microsoft Power BI | 3% | 4.0 |
| Chisel AI | 3% | 5.0 |
| Tableau from Salesforce | 1% | 4.0 |
| Qlik Sense | 1% | 4.0 |
| Other | 12% | 4.1 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
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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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