Catalyit Guide

Marketing & Sales

Marketing and sales tools help insurance agencies attract and engage their customers, streamline marketing campaigns, and provide data-driven insights to drive business growth.
Section 1 Marketing & Sales in 2026
  
Section 1

Marketing & Sales in 2026

“Growing an insurance agency isn’t just about working harder—it’s about working smarter. The right marketing and sales technology helps you attract the right prospects, nurture relationships, and close deals efficiently. From automated campaigns and lead tracking to CRM integration and analytics, these tools ensure you’re not just staying busy, but actually growing your business”
Casey-Nelson_circle-300x300
Casey Nelson

Director of Consulting

This guide can help...

  • Workflows, Processes & Automations
  • Customer Behavior Insights
  • Sales Pipeline Management
  • Customer Experience & Engagement
  • Client Communication
  • Client Retention
         
Section 2

What solutions are available?

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

Technology Category

  • Agency License Management
  • Agribusiness Management
  • AI
  • AMS
  • Benefits Quoting & Management
  • Benefits Enhancement
  • Carrier Submission Management
  • Certificate Management
  • Chatbots
  • Client Portal
  • Commission Management
  • CRM
  • CRM Enhancement
  • Cybersecurity
  • Cybersecurity Enhancement
  • Data Analytics
  • Digital Payments
  • Electronic Signature
  • IT/MSP
  • Lead Generation
  • Marketing & Sales
  • Marketing Automation & Email
  • Niche Insurance Markets
  • Online Applications & Forms
  • Outsourcing
  • Password Manager
  • Personalized Video
  • Phone Systems
  • Premium Finance
  • Premium Finance Enhancement
  • Quoting Platforms - Commercial Lines
  • CL Quoting Enhancement
  • Quoting Platforms - Personal Lines
  • PL Quoting Enhancement
  • Reputation Management
  • RPA
  • Sales Management
  • Social Media Management
  • Specialty Solutions
  • Training
  • Website ADA Widget
  • Website Development
  • Website Development Enhancement
  • 101 Weston Labs
AgencyZoom
AgencyZoom

AgencyZoom
by Vertafore

You sell the policy. We automate the rest!

Lead Generation CRM Marketing Automation & Email Reputation Management Marketing & Sales

Applied Marketing Automation
Applied Marketing Automation

Applied Marketing Automation
by Applied Systems

Insurance marketing automation application to build and track marketing email campaigns

Marketing Automation & Email

BrightFire
BrightFire

BrightFire
by BrightFire

Custom designed insurance agency websites & done-for-you digital marketing

Lead Generation Social Media Management Marketing Automation & Email Website Development Reputation Management

Experience.com
Experience.com

Experience.com
by Experience.com

Experience management platform to help collect actionable insights, enhance customer satisfaction, and drive growth.

Reputation Management

EZLynx Agency Websites
EZLynx Agency Websites

EZLynx Agency Websites
by Applied Systems

Enhance your online presence with a professional website

Website Development

Loss Run Pro
Loss Run Pro

Loss Run Pro
by Loss Run Pro

Automates loss run requests, helping insurance agents get claims history faster to quote and win more business.

Sales Management

PathwayPort Marketing Automation
PathwayPort Marketing Automation

PathwayPort Marketing Automation
by PathwayPort

Marketing & Sales Marketing Automation & Email Online Applications & Forms Reputation Management

ReFocus
ReFocus

ReFocus
by ReFocus AI

AI-powered service analytics that lead to higher customer retention and critically, better customer experiences.

Sales Management 101 Weston Labs

ThreadWise
ThreadWise

ThreadWise
by ThreadWise.ai

Scale your insurance book, not your backlog.

Marketing & Sales AI

AgenciesOnline
AgenciesOnline

AgenciesOnline
by AgenciesOnline

Lead Generation Marketing Automation & Email Website Development

Agency Relevance
Agency Relevance

Agency Relevance
by Agency Relevance

Website Development

Agent Autodialer
Agent Autodialer

Agent Autodialer
by JasperVOCAL Inc.

Lead Generation Chatbots Outsourcing

Agentero
Agentero

Agentero
by Agentero

Sales Management

Alicor Solutions
Alicor Solutions

Alicor Solutions
by Alicor Solutions

Website Development

Atlante Sales Tool
Atlante Sales Tool

Atlante Sales Tool
by Atlante Sales

Sales Management

Automate My Social
Automate My Social

Automate My Social
by Anthem Software

Lead Generation CRM Social Media Management Website Development

AVYST
AVYST

AVYST
by AVYST

Online Applications & Forms Sales Management

Banyan Theory
Banyan Theory

Banyan Theory
by Banyan Theory

Website Development

Bignition
Bignition

Bignition
by Wedge Group

CRM Sales Management

Birdeye
Birdeye

Birdeye
by Birdeye

Reputation Management

ClientCircle
ClientCircle

ClientCircle
by ClientCircle

CRM Marketing & Sales Marketing Automation & Email Reputation Management Sales Management Website Development

Commercial P&C Insurance Prospects
Commercial P&C Insurance Prospects

Commercial P&C Insurance Prospects
by Tivly

Lead Generation Sales Management

Constant Contact
Constant Contact

Constant Contact
by Constant Contact

Marketing Automation & Email

DART Direct Mail
DART Direct Mail

DART Direct Mail
by DART Direct Mail

Lead Generation

Digital Marketing Automation Services
Digital Marketing Automation Services

Digital Marketing Automation Services
by LZC Marketing

Marketing Automation & Email Website Development

Discover & Connect
Discover & Connect

Discover & Connect
by Modern Metric

Carrier Submission Management Online Applications & Forms Quoting Platforms - Personal Lines Sales Management Client Portal

Fluid+, Trio, Surge
Fluid+, Trio, Surge

Fluid+, Trio, Surge
by Fluid

Marketing Automation & Email Marketing & Sales

Fulcrum
Fulcrum

Fulcrum
by Fulcrum

RPA Outsourcing Sales Management

Fuse + Forge
Fuse + Forge

Fuse + Forge
by Agency Revolution

Lead Generation Sales Management Website Development

GatherUp
GatherUp

GatherUp
by GatherUp

Reputation Management

Genfin
Genfin

Genfin
by Genfin

Data Analytics AI Sales Management

GravityCerts
GravityCerts

GravityCerts
by GravityCerts

Online Applications & Forms Website Development

Highwing Broker and Carrier Suites
Highwing Broker and Carrier Suites

Highwing Broker and Carrier Suites
by Highwing

Sales Management

HootSuite
HootSuite

HootSuite
by HootSuite

Social Media Management

HubSpot
HubSpot

HubSpot
by HubSpot

CRM Sales Management Marketing & Sales Marketing Automation & Email

Insurance Websites & Marketing Tools
Insurance Websites & Marketing Tools

Insurance Websites & Marketing Tools
by Advisor Evolved

Website Development

InsurArc AI
InsurArc AI

InsurArc AI
by ArcBuild

Chatbots AI Sales Management

InsuredMine
InsuredMine

InsuredMine
by InsuredMine

CRM Marketing Automation & Email Sales Management Client Portal Reputation Management

INSUREU2
INSUREU2

INSUREU2
by INSUREU2

Chatbots AI Lead Generation Marketing & Sales Marketing Automation & Email Outsourcing Personalized Video Sales Management Social Media Management

Kangaroo AI CRM & Marketing Programs
Kangaroo AI CRM & Marketing Programs

Kangaroo AI CRM & Marketing Programs
by Jump Suit Group

CRM Marketing & Sales Website Development Lead Generation Social Media Management

Keap
Keap

Keap
by Keap

CRM Sales Management

LeadPops
LeadPops

LeadPops
by LeadPops

Lead Generation Marketing Automation & Email Website Development Reputation Management

LeO AI Prospecting Assistant
LeO AI Prospecting Assistant

LeO AI Prospecting Assistant
by LeO

Lead Generation AI

Levitate
Levitate

Levitate
by Levitate

Social Media Management Marketing Automation & Email Website Development

Lift Local
Lift Local

Lift Local
by Lift Local

Social Media Management Website Development Reputation Management

Lola
Lola

Lola
by Lola Systems

Marketing Automation & Email

Mailchimp
Mailchimp

Mailchimp
by Mailchimp

Marketing Automation & Email

Marketing and Communications Services
Marketing and Communications Services

Marketing and Communications Services
by Market Retrievers

Lead Generation Social Media Management Marketing Automation & Email Website Development

OfficeHubb
OfficeHubb

OfficeHubb
by OfficeHubb

Chatbots Commission Management Lead Generation Marketing Automation & Email Online Applications & Forms Reputation Management Sales Management AI Outsourcing

Podium
Podium

Podium
by Podium

Lead Generation Marketing Automation & Email Chatbots Reputation Management AI

QuoteWizard
QuoteWizard

QuoteWizard
by QuoteWizard

Lead Generation

ReferMe IQ
ReferMe IQ

ReferMe IQ
by ReferMe IQ

Lead Generation

Relayto
Relayto

Relayto
by Relayto

AI Website Development Enhancement

Ricochet360
Ricochet360

Ricochet360
by Ricochet360

CRM Phone Systems Lead Generation Marketing Automation & Email Sales Management

Salesforce
Salesforce

Salesforce
by Salesforce

CRM Sales Management

SalesPro Leads
SalesPro Leads

SalesPro Leads
by SalesPro Leads

Lead Generation

SalesScreen
SalesScreen

SalesScreen
by SaleScreen

Sales Management

Social Jazz
Social Jazz

Social Jazz
by Social Jazz Inc

Social Media Management

Symphony
Symphony

Symphony
by Comp21

Sales Management Commission Management

ValChoice
ValChoice

ValChoice
by ValChoice

Lead Generation Marketing Automation & Email Sales Management

Website Development, Digital Strategy & Marketing
Website Development, Digital Strategy & Marketing

Website Development, Digital Strategy & Marketing
by BEST Digital

Marketing & Sales Marketing Automation & Email Reputation Management Social Media Management Website Development

ZoomInfo
ZoomInfo

ZoomInfo
by ZoomInfo

Lead Generation

Zywave
Zywave

Zywave
by Zywave

Quoting Platforms - Personal Lines AMS Website Development Quoting Platforms - Commercial Lines Benefits Quoting & Management Marketing Automation & Email Client Portal

         
Section 3

How do I get started?

Are you looking for a marketing or sales solution 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 for each of these tools.

Lead Generation

  • Is the platform company-centric or contact-centric?
  • How much information about a prospect can you track?
  • Is campaign management included?
  • What reporting capabilities are available?
  • How easy is the platform for producers to use?

Marketing Automation

  • Does your agency management system have automated marketing capabilities?
  • What customer and prospect touch points do you want to add?
  • Does the third-party solution provider integrate with your existing system?
  • Who will be responsible for implementing these marketing campaigns?
  • Make sure to track your results to determine your return on investment.

Reputation Management

  • What is the scope of services offered?
  • Will they help you generate online reviews?
  • Do they monitor your online reputation and alert you when negative information appears?
  • Do they understand insurance agencies?
  • Do they offer online reputation repair services?

Sales Management

  • Does your existing agency management system have capabilities for tracking sales opportunities as well as a producer sales pipeline?
  • How involved will your producers be in capturing required information?
  • Does your agency have a culture of sales accountability?
  • Ease-of-use is essential, especially if producers capture and update information.
  • How flexible is the platform to fit your particular needs? For example, are you able to add additional custom fields?

Social Media Management

  • Which social platforms do they support?
  • How many different social profiles are available to you?
  • Can you create content that posts to multiple platforms simultaneously?
  • What other tools are included?
  • Does the tool allow you to repurpose existing content?

Website Development

  • Does the vendor have insurance agency experience?
  • Will the agency be able to update and maintain the website in the future?
  • Will your website be custom-designed, or created from a predefined template?
  • What content management system (CMS) does the vendor use?
  • Are images and other digital assets fully licensed?
        
Section 4

Catalyit's Agency Masterclass Series

Technology is moving fast and reshaping how agencies operate.

These new tools promise efficiency. But without strategy, they create confusion, resistance, and wasted time.

The Catalyit Agency Masterclass Series gives you the plan on what to use, when, and why.

6-week structured learning experience on 6 topics vital to agency operations. Live + on-demand sessions. Practical frameworks you can apply immediately.

Stop Guessing. Start Leading. Series begins March 8.

Sales & Client Experience

March 8, 2027
Turn every interaction into an advantage. Close more business that drive retention and referrals.

Sales & Client Experience
Enroll Now
          
Section 5

State of Tech Report

46%

of Catalyit agencies are using a tool or solution to manage their agency's website.

36%

are using an email marketing tool.

For the fourth year, Catalyit is partnering with Big “I” state associations to survey independent insurance agencies nationwide about their current tech stack. Agencies are sharing the solutions they use, their ratings, and where they see the most opportunities.

Take the Agency Tech Assessment and tell us what powers your agency’s operations. See the results now in Catalyit's State of Tech Report, presented by Momentum AMP.

      
Section 6

Additional Resources

TechTips Articles

Agency Tech-Up: 21 Areas Insurance Agencies Need To Review ASAP
AMS

Agency Tech-Up: 21 Areas Insurance Agencies Need To Review ASAP

May 25, 2026 3 min read
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline
Sales

Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline

April 28, 2026 2 min read
Catalyit Masterclass: What It Is, Who It’s For, and Why It Matters
Data Analytics

Catalyit Masterclass: What It Is, Who It’s For, and Why It Matters

April 13, 2026 2 min read

Webinars & Demos

PathwayPort Live Demo
Applications & Forms

PathwayPort Live Demo

May 7, 2026
From Raw Data to Real Insight: Modernizing Loss Run & Claims Analysis
Sales

From Raw Data to Real Insight: Modernizing Loss Run & Claims Analysis

March 26, 2026
Loss Run Pro Demo
Loss Run Pro Demo
Sales

Loss Run Pro Demo

June 26, 2025
       
Section 7

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:

Casey Nelson

Casey Nelson

Guide Last Updated: June 2026

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