- 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: 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 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
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 |
|---|---|---|
| Applied Analytics | 33% | 3.5 |
| Agency Management System | 14% | 3.9 |
| AgencyKPI | 8% | 4.3 |
| PowerBI | 7% | 4.5 |
| Vertafore - RiskMatch | 6% | 3.8 |
| ennabl | 5% | 4.5 |
| HawkSoft | 5% | 4.0 |
| EZLynx Reports (Applied) | 3% | 3.3 |
| In-House Platform | 2% | 4.0 |
| Aureus Analytics - DONNA | 1% | 5.0 |
| Other | 17% | 4.4 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
Webinars & Demos
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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