Catalyit Guide

Quoting Platforms - Commercial Lines

Commercial lines quoting platforms simplify business insurance quotes with automated data entry, carrier access, and side-by-side comparisons, enhancing efficiency and accuracy.
Section I: CL Quoting in 2025
  
Section I

Commercial Lines Quoting in 2025

What is a Commercial Lines Quoting Platform?

Commercial lines quoting platforms streamline the process of generating accurate and competitive insurance quotes for businesses. These tools simplify complex commercial insurance quoting by providing centralized access to carrier information, automated data entry, and side-by-side quote comparisons. Designed to save time and reduce errors, commercial quoting platforms integrate with agency management systems and offer advanced features like pre-fill capabilities, customizable templates, and real-time updates. By leveraging these platforms, agencies can enhance efficiency, improve client experiences, and deliver tailored solutions to meet the diverse needs of commercial clients.

This guide can help...

  • Workflows, Processes. & Automation
  • Quoting
  • Starting an Agency
  • Increased Capacity
  • Quote Response Times
“Commercial lines quoting platforms are new and being developed. You may not find one platform to provide quotes from all of the insurance companies you deal with for small commercial accounts. Your best fit may be more than one. Establish a workflow process for your team to maximize efficiency.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for a commercial lines quoting 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.

Availability

What carriers and states are included?

Lines of Business

What lines of business does the platform support?

Consumer Access

Does the platform support consumer access to complete basic information?

AMS Integration

Will the platform integrate with your agency management system?

Comparisons

Are policy coverage comparisons included, as well as premium comparisons?

     
Section III

What solutions are available?

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

BondExchange
BondExchange

BondExchange
by BondExchange

BondExchange is the service and technology leader in the surety industry, s...

Quoting Platforms - Commercial Lines Specialty Solutions

Envoy Insure
Envoy Insure

Envoy Insure
by Envoy Insure (Growthmill)

Powered by Herald’s API, Envoy Insure offers access to over 60 commercial i...

Quoting Platforms - Commercial Lines

Commercial Submissions
Commercial Submissions

Commercial Submissions
by Vertafore

Deliver a game-changing experience for commercial quotes with Commercial Su...

Quoting Platforms - Commercial Lines

Online Platform to Quote / Bind / Issue coverages
Online Platform to Quote / Bind / Issue coverages

Online Platform to Quote / Bind / Issue coverages
by Sayata

Sayata powers small commercial insurance and helps agencies place more comm...

Cybersecurity Enhancement Quoting Platforms - Commercial Lines

Momentum Rate
Momentum Rate

Momentum Rate
by Momentum by NowCerts

Experience fast and reliable quoting and binding all within your Momentu...

Quoting Platforms - Commercial Lines

Tarmika
Tarmika

Tarmika
by Applied Systems

Data entry is a problem that has plagued insurance agencies for years. With...

Quoting Platforms - Commercial Lines

Semsee
Semsee

Semsee
by Semsee

Semsee streamlines digital distribution, connecting agents, partners, carri...

Quoting Platforms - Commercial Lines

SYBL
SYBL

SYBL
by Linqura.ai

Linqura is a private AI platform for insurance agents to make them more pro...

Generative AI CL Quoting Enhancement

Bold Penguin
Bold Penguin

Bold Penguin
by Bold Penguin

Bold Penguin is the insurtech innovator based in Columbus, Ohio that rapidl...

Quoting Platforms - Commercial Lines

Ferro
Ferro

Ferro
by Ferro

Ferro speeds up renewals by 75% by giving producers and policy holders a si...

Quoting Platforms - Commercial Lines

inRev
inRev

inRev
by inRev

InRev is a Nashville-based InsurTech startup on a mission to perfectly u...

101 Weston Labs Quoting Platforms - Commercial Lines Specialty Solutions

    
Section IV

How does each solution compare against one another?

Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.

Brand/Product name
Bindable Quotes?
Lines of Business
State Availability
Generate & Prefill ACORD Forms
Prefill Data from Outside Databases
Proposal to Client Available
Company Coverage Comparison Available
AMS Integrations
Client Access Portal
Client Able to Quote
Ability to Import Schedules (Vehicles, etc.)
Carrier Submission Management
Application Bundling
Class Codes Programmed
Insurance Companies Available
Last Updated
     
Section V

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.

24%

Agencies using a quoting system/rating platform for
commercial lines

Catalyit Goes Deeper

Small commercial quoting platforms significantly reduce the cost of acquiring this class of business. Modern quoting platforms provide tools for tracking quote status and generating follow-up tasks, enabling agents to manage their sales pipeline effectively and close deals. Tarmika (Applied) is the leader in the commercial quoting platform market. New players like QuoteWell are emerging as promising solution providers. Independent agents can save time, reduce errors, and increase sales productivity and revenue using commercial quoting platforms.

Most Used
% Use
Avg. Rating
Tarmika (Applied)
26%
3.1
Applied Rater
13%
3.9
Semsee
10%
3.9
EZLynx (Applied)
7%
3.3
Bold Penguin
7%
3.0
Commercial Submissions (Vertafore)
5%
3.3
Zywave
4%
4.5
Appulate
4%
3.7
RATE! (NowCerts)
2%
4.0
HawkSoft
2%
4.5
Other
19%
3.5
     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

What Does “Instant Issue” Really Mean?
BondExchange

What Does “Instant Issue” Really Mean?

February 11, 2025 2 min read
How Technology is Transforming the Insurance Industry
BondExchange

How Technology is Transforming the Insurance Industry

February 11, 2025 3 min read
How to Combat the Perception of Insurance as a Commodity
BondExchange

How to Combat the Perception of Insurance as a Commodity

February 11, 2025 5 min read

Webinars & Demos

Momentum RATE! Demo
Momentum Rate
Commercial Lines Quoting

Momentum RATE! Demo

April 16, 2024
Vertafore AMS360 & Commercial Submissions Demo
AMS360 & Commercial Submissions
Vertafore

Vertafore AMS360 & Commercial Submissions Demo

November 2, 2023
HawkSoft Demo - Commercial Lines Features
HawkSoft
AMS

HawkSoft Demo - Commercial Lines Features

October 17, 2023
    
Section VII

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
Laptop and phone on desk

Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Mark Parrish

Mark Parrish

Guide Last Updated: January 2025