- 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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- 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: 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 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 independent insurance agencies across the US and gather information about their tech stack and satisfaction. Results coming soon!
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.
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