- State of Tech ReportNEW
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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
- Solution Provider Index
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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.
Upcoming Webinars
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- 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?
- About Us
Guide: Training
Proper staff training is important to ensure that you get the most out of your technology investment. These solution providers offer a range of options to help your team consistently improve their skills and performance.
Catalyit's Advice
How broad are the training offerings?
Do you need insurance coverage training, technology training, or a combination?
You should join your agency management system user group for platform-specific training. (Link to community group guide)
Check with your technology providers to understand the training offered.
Do you want on-demand training or personalized live training?
The Players
Take a closer look at all your available options by visiting their profiles.
Total CSR offers efficient, engaging, and practical training solutions that significantly accelerate onboarding processes, upskill existing staff, and seamlessly bridge generational divides.
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 |
|---|---|---|
| Total CSR | 56% | 4.4 |
| IIANC InsureAcademy | 2% | 5.0 |
| New Level Partners | 1% | 5.0 |
| NetVU New Hire Program | 1% | 4.0 |
| Other | 40% | 4.2 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
TechTips Articles
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 | |
