Catalyit Guide

Carrier Submission Management

Carrier submission management platforms simplify application submissions, track statuses, manage carrier communications, and reduce errors, improving efficiency and organization.
Section I: Submission Management in 2025
  
Section I

Carrier Submission Management in 2025

What is a Carrier Submission Management platform?

Carrier submission management platforms streamline insurance application submissions, tracking statuses, managing carrier communications, and reducing errors. They improve efficiency, speed up submissions, and keep agents organized throughout the process.
“After several unsuccessful attempts to digitize the carrier submission process, progress appears to be made. One change enabling this progress is that both agency management systems and insurance companies are more open to exposing their systems to outside parties through APIs.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for a carrier submission management platform that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

AMS

Will the platform work with your agency management system?

Requirements

What is required for the insurance company to receive a digital submission?

Multiple Lines of Business

Does the platform support multiple lines of business?

Ease-of-Use

How easy is the platform for agency staff to use?

Time & Cost Savings

How much time will it save, and how much does it cost?

     
Section III

What solutions are available?

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

Bolt Access
Bolt Access

Bolt Access
by Bolt Access

bolt access provides you with immediate access to preferred national carrie...

Carrier Submission Management

AppEase, QuBI, Assess, Mitigate and Insights360
AppEase, QuBI, Assess, Mitigate and Insights360

AppEase, QuBI, Assess, Mitigate and Insights360
by DataCrest

DataCrest is a SaaS insurtech company solving clear and omnipresent problem...

Carrier Submission Management

Appulate ProducerConnect
Appulate ProducerConnect

Appulate ProducerConnect
by Appulate

Carrier Submission Management

Internet of Insurance
Internet of Insurance

Internet of Insurance
by Dais Technology

As an insurance platform, built around independent agents, we help agents g...

Carrier Submission Management

InsureZone
InsureZone

InsureZone
by InsureZone

Submission Management, Comparative Rating for Personal & Commercial Lin...

Carrier Submission Management

Surefyre
Surefyre

Surefyre
by Surefyre

Surefyre is configurable underwriting automation software that eliminate...

Carrier Submission Management Online Applications & Forms

Outmarket
Outmarket

Outmarket
by Outmarket AI

The Outmarket AI platform connects all your data, empowering you to disc...

Data Analytics Generative AI Carrier Submission Management

    
Section IV

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

18%

Agencies using a carrier submission management tool

Catalyit Goes Deeper

Vertafore's PL Rating leads at 32%, with Applied Epic Quotes and Applied's EZLynx following at 18% each for policy quotes. Quoting platforms allow agents to obtain quotes electronically, reducing time and effort and improving data accuracy. Many offer real-time updates on application status, allowing agents to monitor progress and resolve issues. Using quoting platforms helps agents improve efficiency and reduce errors.

Most Used
% Use
Avg. Rating
PL Rating (Vertafore)
32%
3.8
EZLynx (Applied)
18%
3.8
Applied Epic Quotes
18%
3.8
Applied Rater
9%
3.7
Carrier Website
5%
4.5
Tarmika (Applied)
4%
4.3
Indio (Applied)
3%
3.5
Semsee
1%
5.0
Appulate
1%
4.0
bolt access
1%
4.0
Other
6%
4.0
     
Section V

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Six Underutilized Features in Agency Management Systems
Automation

Six Underutilized Features in Agency Management Systems

March 28, 2023 3 min read
      
Section VI

Have questions?

The Catalyit Team is here to help! Get in touch with us.

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
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Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Mark Parrish

Mark Parrish

Guide Last Updated: January 2025