Catalyit Guide

Data Analytics

Data analytics tools help insurance agencies turn data into actionable insights, track trends, measure performance, and optimize operations for growth and client retention.
Section I: Data Analytics in 2025
  
Section I

Data Analytics in 2025

What is Data Analytics technology?

Data analytics technology enables insurance agencies to transform raw data into actionable insights. These tools aggregate and analyze data from multiple sources, helping agencies identify trends, measure performance, and make informed decisions. By providing visualizations, reporting, and predictive analytics, data analytics solutions empower agencies to optimize operations, improve client retention, and uncover new growth opportunities. With the ability to track key metrics and benchmark success, agencies can stay competitive and proactive in an ever-evolving market.

This guide can help...

  • Cross-Selling & Upselling
  • Customer Behavior Insights
  • KPI Tracking & Reporting
“Over the last few years, data analytics has become a buzzword in the insurance agents community. While it is a meaningful conversation and important for agencies to embrace, the first question that needs to be answered is, “How good is your agency data?” The adage is that garbage in is garbage out. This applies to insurance agency management system data. The first step to gaining the full benefits of data analytics is ensuring your agency data is clean and accurate.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for a data analytics tool 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.

Data Hygiene

Does the platform help with data hygiene (cleaning up dirty data)?

Dashboards

What pre-built dashboards are available?

Dig Deeper

How easy is it to dig deeper into the data?

Real-time

Is the data real-time, or is there a delay?

Go Deeper

Actionable

Is the information provided actionable?

     
Section III

What solutions are available?

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

Loss Scan
Loss Scan

Loss Scan
by Loss Scan

Loss Scan can scan and extract all the data off of a PDF loss run to prepar...

Data Analytics

Neon
Neon

Neon
by b atomic

Neon is the industry’s first intelligent platform, connecting an agency’s e...

CRM Data Analytics

CoreInsights
CoreInsights

CoreInsights
by Core Analitica

In today’s data-driven world, the key to success lies in unlocking the unta...

Data Analytics

Synatic
Synatic

Synatic
by Synatic

Complex data requirements no longer restrict your business with disparate d...

Data Analytics

DONNA
DONNA

DONNA
by DONNA by Aureus Analytics

DONNA.ai is a data analytics platform that helps agencies increase customer...

Data Analytics

Cogneesol
Cogneesol

Cogneesol
by Cogneesol

Cogneesol’s innovative solutions and comprehensive business process managem...

Data Analytics

Informer
Informer

Informer
by Entrinsik

Give your users the tools to shine. From pixel-perfect reports to advanced ...

Data Analytics

Power BI
Power BI

Power BI
by Microsoft

Uncover powerful insights and turn them into impact with Microsoft Power BI...

Data Analytics

RiskMatch
RiskMatch

RiskMatch
by Vertafore

You’re sitting on a treasure trove of data, but without the right tools you...

Data Analytics

AgencyKPI
AgencyKPI

AgencyKPI
by AgencyKPI

AgencyKPI is the leading integrated business intelligence platform for coll...

Data Analytics

Ennabl
Ennabl

Ennabl
by Ennabl

ennabl takes agent and broker data and cleans and enriches it to give custo...

Data Analytics

Fetch! Underwriting Made Simple
Fetch! Underwriting Made Simple

Fetch! Underwriting Made Simple
by Fetch! Underwriting Made Easy

Fetch is a web-based software platform that allows insurance brokers to qui...

Data Analytics

Qlik
Qlik

Qlik
by Qlik

Qlik® helps you use your data to solve problems, meet new objectives, and a...

Data Analytics

PortalOne
PortalOne

PortalOne
by Premium Logic

Premium Logic is a business intelligence company that specializes in partne...

Data Analytics

Faura Toolset & Faura Assessment
Faura Toolset & Faura Assessment

Faura Toolset & Faura Assessment
by Faura

Faura is the all-in-one tool for analyzing and incentivizing the natural...

Data Analytics Specialty Solutions

Fenris Prefill & Fenris Insight
Fenris Prefill & Fenris Insight

Fenris Prefill & Fenris Insight
by Fenris Digital

The Fenris Digital Insurance APIs get you all the information you need t...

Data Analytics

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

Tableau
Tableau

Tableau
by Salesforce

Tableau turns trusted data into actionable insights. Make better decisio...

Data Analytics

    
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 data analytics platform/system

Catalyit Goes Deeper

Applied Analytics leads in usage, while AgencyKPI and DONNA (Aureus Analytics) score highest in customer satisfaction. Only 18% of surveyed agencies use data analytics models. Many agencies are missing opportunities for insights and sales optimization. Data analytics technology enables agents to collect, process, and analyze diverse data, revealing patterns, trends, and opportunities. By adopting data analytics, independent agents stay competitive and make informed decisions when responding to market changes.

*Winding down business operations as of April 2024

Most Used
% Use
Avg. Rating
Applied Analytics
32%
3.9
Agency Management System
10%
3.7
In-House Platform
10%
4.3
RiskMatch (Vertafore)
9%
4.0
AgencyKPI
5%
5.0
ennabl
5%
4.0
EZLynx Reports (Applied)
5%
4.3
DONNA (Aureus Analytics)
4%
4.7
Microsoft Power BI
3%
4.0
Chisel AI*
3%
5.0
Tableau (Salesforce)
1%
4.0
Qlik Sense
1%
4.0
Other
12%
4.1
     
Section V

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions
Data Analytics

Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions

February 12, 2025 2 min read
The Power of AI-Driven Data Insights
Data Analytics

The Power of AI-Driven Data Insights

February 11, 2025 3 min read
Policy Retention: The Secret Sauce to Insurance Agency Success
Data Analytics

Policy Retention: The Secret Sauce to Insurance Agency Success

February 11, 2025 2 min read

Webinars & Demos

Informer Demo
Informer
Data Analytics

Informer Demo

February 18, 2025
Premium Logic Demo
Premium Logic
Data Analytics

Premium Logic Demo

June 20, 2024
DONNA.ai Demo
DONNA.ai
Data Analytics

DONNA.ai Demo

June 4, 2024
     
Section VI

Have questions?

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

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Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Guide Last Updated: January 2025