- 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
All Guides
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.
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: Mobile Apps
Agencies must communicate with consumers through mobile devices. Agency-branded mobile apps are now crucial for consistent communication.
What are you trying to do?
- Considering a mobile app 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 mobile app 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 mobile apps? Explore our resources.
- Do you want someone to assist you in the process? Book an appointment with Catalyit.
Catalyit's Advice
Rethink your assumptions about the benefits of a mobile app for your agency.
Only spend the time and money to get a mobile app if you and your staff are committed to selling your clients’ benefits.
Make sure their experience with your app is as frictionless as possible.
The new generation of mobile apps allows your clients to add their policy information more seamlessly now than ever before.
Test drive the mobile app experience before you select a solution provider.
Steve Anderson's Take
“Consider integrating a mobile app into your agency’s communication plan by following two steps. Firstly, check with your agency management system vendor to see if they offer a customer-facing mobile app. You should consider using a third-party vendor if they do not have this option. It is important to take a long-term view and not worry if there is slow adoption at first.”
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
| Name | Contract required | Contract length | Agency branded | Integration with AMS, CRM, etc. | Container app or custom app? | View policy or see coverage limits/deductibles? | Pricing | Unique features/actions |
|---|---|---|---|---|---|---|---|---|
 GloveBox | Yes | 12 months | Yes | Yes | Container app | View policy | Premium | Connect to Carrier; Refer agency; Add carrier/policies outside agency; Used by prospects, current clients, and referral partners |
 Insurance Agent App | No contract | Yes | Yes | Container app | See coverage limits/deductibles | Less than average | Home Inventory; Receive Push Notifications; Multiple Languages; Agency & Agent referral element; PL & CL policy data; Enhanced Biometric access |
All solutions above allow clients to take the following actions on the mobile app:
View Policy Information & Documents, Request Service, Contact Agent (Call, Text, Email), Request a Quote, View Auto ID cards, View Agency Website, Request Certificates, Submit a Change Request, Accident & Claims reporting, Claims information and updates, Connects to Agency’s Social Media, 24/7 Access, Bill pay, 2-way Document Sharing, Chat with an Agency Representative
Are you looking for an agency-branded mobile app that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. That’s where the Mobile App 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 mobile app solution for your agency.
Don’t waste any more time searching. Try the Mobile App TechSelector™ today to simplify your search and get one step closer to finding the ideal mobile app for your agency.
The Players
Take a closer look at all your available options by visiting their profiles.
InsurLink allows agencies to provide their clients with a digital experience through a branded self-service portal, saving agents time and improving productivity.
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 CSR24 | 55% | 3.8 |
| GloveBox | 16% | 4.2 |
| Insurance Agent App | 9% | 4.6 |
| Vertafore - InsurLink | 3% | 3.0 |
| InsuredMine | 1% | 2.0 |
| Partner XE | 1% | 2.0 |
| Other | 15% | 3.1 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
TechTips Articles
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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