Catalyit Guide

Mobile Apps

Mobile apps enhance client engagement by enabling policy access, claims, payments, and communication, streamlining operations and improving self-service options.
Section I: Mobile Apps in 2025
  
Section I

Mobile Apps in 2025

What is an agency-branded Mobile App?

Mobile apps for insurance agencies provide a convenient and user-friendly way to enhance client engagement and streamline operations. These apps allow clients to access their policies, request changes, submit claims, and make payments anytime, anywhere. For agencies, mobile apps improve communication, increase self-service options, and reinforce brand loyalty. By offering on-the-go access to critical insurance services, mobile apps deliver a modern, personalized client experience while boosting efficiency and client satisfaction.

This guide can help...

  • Customer Experience & Engagement
  • Client Communication
  • Client Retention
  • Saving Time
“Consider integrating a mobile app into your agency’s communication plan by following two steps. Firstly, check with your agency management system vendor to see if they offer a customer-facing mobile app. You should consider using a third-party vendor if they do not have this option. It is important to take a long-term view and not worry if there is slow adoption at first.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for an agency-branded mobile app 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.

Rethink Your Assumptions

Rethink your assumptions about the benefits of a mobile app for your agency.

Internal Commitment

Only spend the time and money to get a mobile app if you and your staff are committed to selling your clients’ benefits.

User Experience

Make sure their experience with your app is as frictionless as possible.

New Generation of Apps

The new generation of mobile apps allows your clients to add their policy information more seamlessly now than ever before.

Test Drive

Test drive the mobile app experience before you select a solution provider.

     
Section III

What solutions are available?

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

InsuredMine
InsuredMine

InsuredMine
by InsuredMine

The all-in-one technology solution to grow your insurance agency through sa...

CRM Marketing Automation & Email Sales Management Mobile Apps Reputation Management

GloveBox
GloveBox

GloveBox
by Glovebox

GloveBox unlocks seamless workflows for agents and clients, eliminating man...

Mobile Apps

InsurLink
InsurLink

InsurLink
by Vertafore

Become the agency known for customer service with InsurLink. Connect with y...

Mobile Apps

Insurance Agent App
Insurance Agent App

Insurance Agent App
by Insurance Agent App

Insurance Agent App is changing productivity, engagement and connectivity f...

Mobile Apps

QuickVUE
QuickVUE

QuickVUE
by JMI Reports

QuickVUE™ is a revolutionary risk assessment tool with a remote property as...

Mobile Apps

Applied CSR24
Applied CSR24

Applied CSR24
by Applied Systems

Our online and mobile customer self-service application Applied CSR24® is t...

Mobile Apps

Partner Platform
Partner Platform

Partner Platform
by Zywave

Partner Platform is focused on improving the lives and operations of ind...

AMS Mobile Apps

Betty Blocks
Betty Blocks

Betty Blocks
by Betty Blocks

Build business applications with a drag-and-drop app builder without the...

Mobile Apps

Riskbly
Riskbly

Riskbly
by Riskbly

Commercial insurance agents: give your insureds everything they need for...

Mobile Apps

    
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
Integrations
Contract Length
Coverages & Deductibles View
Available Actions
Commercial Lines Self-Service
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.

18%

Agencies using an agency-branded mobile app

Catalyit Goes Deeper

While 56% of users utilize Applied's CSR24 portal as their mobile-friendly platform, only 18% use a native mobile app. A mobile app provides clients with 24/7 access to certificates, policies, and other important information. Its features include access to policy documents, billing information, claims tracking, and messaging, allowing clients to manage their insurance needs on the go. An agency-branded mobile app is essential for agencies to remain competitive in the digital age, meeting customer expectations for mobile access to information and services.

Most Used
% Use
Avg. Rating
Applied CSR24
56%
3.9
GloveBox
14%
3.8
Insurance Agent App
13%
4.6
InsurLink (Vertafore)
5%
3.7
QuickVUE
1%
-
Partner XE (Zywave)
1%
3.0
InsuredMine
1%
-
Other
9%
3.0
     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

Webinars & Demos

InsurLink Demo
InsurLink powered by Vertafore
Mobile Apps

InsurLink Demo

June 18, 2024
    
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