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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.
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Guide: Online Applications & Forms
Integrating an online application and form process into your insurance agency's operations can be a smart strategic move. It can help improve efficiency, accuracy, and client satisfaction.
Catalyit's Advice
The solution should offer a seamless, intuitive user interface that guides clients through the application process without confusion. A simplified user experience (UX) increases completion rates and client satisfaction.
Given the sensitive nature of the information collected, the chosen solution must adhere to industry-standard security protocols and comply with state and federal data regulations.
Integrating with your current AMS and other systems is crucial. This ensures that data flows smoothly between systems, improving efficiency and reducing the likelihood of errors.
Look for solutions that allow customization of forms and applications to match the specific needs and branding of the agency.
Is it easy to update existing forms and add new forms?
Steve Anderson's Take
“Completing necessary insurance applications and other forms is a pain. New digital tools allow you to collect information and process applications that are easier for your clients. These tools can range from simple contact forms to comprehensive insurance application processes that include data validation, document uploads, and digital signatures.
Adding an online applications and forms solution can streamline your agency processes, enhance your customer experience, minimize errors, and save time on data entry – making it faster and more efficient for both your agency and the client.”
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 | * Yes, Through Add-on/Third Party | Applies in Part
| Product Name | Integration with 3rd Party Apps | Typical Size Agency | ACORD Form Applications | Number of ACORD Forms | All Certificate Forms | All Binder Forms | Supplemental Applications in Library | Custom Forms | Audit Capability | Mobile App | Desktop and Mobile Formats | Required Forms for State and LOB | Multiple Forms into a Single Form | Website Interactive Forms | Self-Service Certificate Management | Email Applications | Export Data From Forms | Import Data Into Forms | Prefill Data From Outside Databases | Compliant with NY Cybersecurity Regulation (23 NYCRR 500) | Launch Time Frame |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 Indio | Yes | Yes | 300 | Yes | Yes | 20,000 | Yes | Yes | No | Yes | Yes | Yes | Yes | * Yes, through CSR24 | Yes | Yes | Yes | ||||
 SALT | No | Small to medium sized insurance agencies | No | No | No | No | No | No | Yes | Yes | Yes | Yes | No | Yes | Yes | Yes | Yes | Yes | Less than 1 hour | ||
 XILO | Yes | 9 seat minimum | Yes | 10 | Yes | Yes | 10 | Yes | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | 2-4 weeks |
The Players
Take a closer look at all your available options by visiting their profiles.
Indio is an application and submissions management platform that enables a Turbo-tax like experience to streamline the insurance form data gathering and e-signature process.
SALT provides a digital application that personal lines agents can integrate into a comparative rater, making their intake/quote process scalable and eliminates duplicate entry.
Simply Easier ACORD Forms gives you instant access to all ACORD Forms and any custom forms you may need.
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 |
|---|---|---|
| Indio (Applied) | 26% | 4.2 |
| SALT | 7% | 4.0 |
| Wunderite | 7% | 4.4 |
| AVYST | 4% | 3.3 |
| Broker Buddha (Acturis) | 3% | 3.5 |
| RiskAdvisor | 1% | 5.0 |
| Canopy Connect | 1% | 4.0 |
| Other | 51% | 3.6 |
Catalyit Resources
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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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