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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
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- 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.
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: Electronic Signature
E-signatures offer a faster, more convenient, and more secure alternative to traditional paper-based signatures.
What are you trying to do?
- Considering an electronic signature solution for your agency? Start here.
- Do you need help deciding which solution to choose? Use the TechSelector to narrow down your options.
- Want to view different options side-by-side? Compare electronic signature solutions in our comparison grid.
- Who’s who? Take a closer look at the players.
- Are you curious about what your peers are using and how they rate them? Learn from their experiences with the State of Tech Report.
- Get the latest news and insights on electronic signature solutions? Explore our resources.
- Do you want someone to assist you in the process? Book an appointment with Catalyit.
Catalyit's Advice
There are different types of e-signatures available on the market, each with its own advantages and disadvantages. For example, some solutions require a high level of security, work across multiple devices, and allow for a more seamless experience with online transactions.
E-signatures help avoid the risks that may come with manual signatures and offer a more secure way of proving you are who you say you are. An electronic signature should be irrevocable, so it cannot be changed or withdrawn once it has been issued.
The user experience should be easy to use and intuitive.
Make sure multiple devices, such as desktops, laptops, smartphones, and tablets, are supported. This will help avoid having the same issue with each device and optimize for maximum performance.
Costs can vary between different providers. Ensure you only pay for the features you need and will use.
Steve Anderson's Take
“Electronic signatures have become crucial due to their enhanced security compared to traditional ink signatures. They serve a wide range of purposes, such as signing contracts and applications, verifying documents, and sending digital requests. For a modern insurance agency, it is imperative to have an electronic signature platform.”
Pick Your Path For Help
The Catalyit Comparison Grid
Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.
Yes, Applies | Applies in Part
| Features |  |  |
|---|---|---|
| General considerations | ||
| Available as software-as-a-service (SaaS) |  | |
| Signer account required to sign/view documents | ||
| Dedicated hardware required | ||
| Mobile/tablet e-sign supported | | |
| Third-party identification service support | | |
| Image and document upload capabilities | | |
| E-signed documents sent as email attachments | | |
| Different authentication method allowed in same transaction | ||
| Progress monitoring through dashboard | | |
| Reporting capabilities | | |
| Additional languages supported | | |
| Digital certificates supported | |
|
| Security code feature to access document | | |
| Hosts a SOC 2 compliant data center | | |
| Reported incidents of leaked customer data | ||
| Support included in standard pricing model | | |
| User training provided | | |
| E-sign transaction types | ||
| Email invitation | | |
| Embedded link in portal | | |
| Printed QR/bar code |  | |
| Mobile App | |
|
| Other | | |
| E-sign methods | ||
| Click to sign | | |
| Digital signature w/ mobile phone | |
|
| Captured signature file | |
|
| Other | | |
| Authentication methods | ||
| Knowledge-based | |
|
| Credential-based | | |
| SMS passcode to mobile phone | |
|
| Digital certificates, smart cards, other hardware tokens | ||
| Signer certificates | ||
| Remain under signer’s sole control | | |
| Stored on vendor servers | |
|
| Documents | ||
| Common document format upload capabilities | | |
| Additional document format support through printer driver | | |
| Document presentation order/workflow routing configuration allowed | | |
| Notifications | ||
| Notification supported | | |
| Customizable notifications | | |
| Audit trail | ||
| Unique time stamps per signer | | |
| Embedded links for later verification | |
|
| Exportable evidence summary/log of events | | |
| Process evidence | ||
| Application Programming Interface (API) | ||
| Have API | | |
| Documentation and sample code provided | | |
| Templates | ||
| Form templates | | |
| Create and share with other users within agency | | |
| Merge data into templates, extract data post-signing | | |
| Next Steps | Learn more about RPost | Learn more about Bridge |
Are you looking for an electronic signature solution that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. That’s where the E-Signature TechSelector™ comes in.
Our easy-to-use tool asks a few questions about your required features and generates a customized report. This report will help you identify the best electronic signature solution for your agency.
Don’t waste any more time searching. Try the E-Signature TechSelector™ today to simplify your search and get one step closer to finding the ideal electronic signature solution for your agency.
The Players
Take a closer look at all your available options by visiting their profiles.
RSign electronic signature makes it easy for signers to complete and sign documents using any desktop or mobile web browser in an intuitive, guided signing process.
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 |
|---|---|---|
| DocuSign | 49% | 4.5 |
| Adobe Sign | 12% | 4.3 |
| Formstack | 12% | 4.0 |
| RSign by RPost | 9% | 4.3 |
| Citrix RightSignature | 5% | 4.6 |
| Nintex AssureSign | 4% | 3.8 |
| Indio (Applied) | 2% | 4.1 |
| HelloSign | 2% | 4.7 |
| Bridge | 1% | - |
| Authentisign | 1% | 4.0 |
| Other | 4% | 4.2 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
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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