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.”

Steve Anderson headshot

Steve Anderson

Catalyit Co-founder & CEO

The Players

Take a closer look at all your available options by visiting their profiles.

Indio logo

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 Insure

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

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

Need 1:1 Help?

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

Create your own review

Average rating:  
 0 reviews

Forgot Password?


Solution Provider Profiles are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and learn more about this Solution Provider.

Forgot Password?


This content is only visible to Catalyit subscribers!

Sign in, get started free, or upgrade now to unlock all Catalyit content.


Vault videos are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and watch this webinar on-demand.

Let's do this


Let's do this

Fill out the form below to get free Basic Access to Catalyit and activate your Trava account.