Catalyit Guide

Online Applications & Forms

Online application forms streamline client data collection, reducing errors, speeding onboarding, and integrating with management systems for efficiency and accuracy.
Section 1: Online Applications & Forms in 2026
  
Section 1

Online Applications & Forms in 2026

What is Online Application Forms technology?

Online application form technology revolutionizes how insurance agencies collect client information, offering a streamlined and paperless alternative to traditional methods. These tools enable clients to complete applications securely and conveniently online, reducing errors and speeding up the onboarding process. Agencies benefit from customizable forms, automated data capture, and seamless integration with management systems, ensuring efficiency and accuracy. By leveraging online forms, agencies can enhance client experiences, save time, and maintain a professional and modern approach to gathering essential information.

This guide can help...

  • Workflows, Processes, & Automation
  • Customer Experience & Engagement
  • Saving Time
“Agencies that have identified their "manual" processes can benefit greatly from implementing online applications and digital forms. These solutions streamline agency operations, improve customer experiences, reduce errors, and save time on data entry, making the process faster and more efficient for both the agency and the client. They provide effective ways to integrate touchpoints and create opportunities for client intake.”
Angela Ford
Angela Ford

Chief Strategy Officer

      
Section 2

How do I get started?

Are you looking for an online application forms 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.

User Experience (UX)

The solution should offer a seamless, intuitive user interface that guides clients through the application process without confusion.

Security & Compliance

The chosen solution must adhere to industry-standard security protocols and comply with state and federal data regulations. 

Integration Capabilities

Integrating with your current AMS and other systems is crucial and ensures data flows smoothly between systems, improving efficiency and reducing the likelihood of errors.

Customization

Look for solutions that customize forms and applications to match the agency's specific needs and branding.

Ease-of-Use

Is it easy to update existing forms and add new forms?

     
Section 3

What solutions are available?

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

Canopy Connect Insurance Intake Platform
Canopy Connect Insurance Intake Platform

Canopy Connect Insurance Intake Platform
by Canopy Connect

The fastest way to collect insurance information for quoting

Online Applications & Forms

Indio
Indio

Indio
by Applied Systems

Application and submissions management platform

Online Applications & Forms

PathwayPort Marketing Automation
PathwayPort Marketing Automation

PathwayPort Marketing Automation
by PathwayPort

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

SALT
SALT

SALT
by SALT

Personal lines digital application designed to help agents acquire customers efficiently via data intake.

Online Applications & Forms

AVYST
AVYST

AVYST
by AVYST

Online Applications & Forms Sales Management

Broker Buddha
Broker Buddha

Broker Buddha
by Broker Buddha

Online Applications & Forms

Covie Access
Covie Access

Covie Access
by Covie

Online Applications & Forms

EasySend
EasySend

EasySend
by EasySend

Online Applications & Forms

GravityCerts
GravityCerts

GravityCerts
by GravityCerts

Online Applications & Forms Website Development

InsurGrid Data Intake and AI Platform
InsurGrid Data Intake and AI Platform

InsurGrid Data Intake and AI Platform
by InsurGrid

Online Applications & Forms

Quantxt
Quantxt

Quantxt
by Quantxt

Online Applications & Forms

RiskAdvisor
RiskAdvisor

RiskAdvisor
by RiskAdvisor

101 Weston Labs Online Applications & Forms PL Quoting Enhancement

RiskRevu
RiskRevu

RiskRevu
by RiskRevu

Online Applications & Forms

Sembley
Sembley

Sembley
by Sembley

Online Applications & Forms

Simply Easier ACORD Forms
Simply Easier ACORD Forms

Simply Easier ACORD Forms
by Simply Easier ACORD Forms

Certificate Management Online Applications & Forms

Winsurtech
Winsurtech

Winsurtech
by WinsurTech

Online Applications & Forms

Wunderite
Wunderite

Wunderite
by Wunderite

Online Applications & Forms

XILO
XILO

XILO
by XILO

Online Applications & Forms CL Quoting Enhancement PL Quoting Enhancement

        
Section 4

State of Tech Report

33%

of Catalyit agencies are using an online application/digital form tool. Are you one of them?

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 5

Additional Resources

Keep yourself informed with the latest insights and product demos.

Webinars & Demos

PathwayPort Live Demo
Applications & Forms

PathwayPort Live Demo

May 7, 2026
Canopy Connect Demo
Applications & Forms

Canopy Connect Demo

September 25, 2025
SALT Demo
SALT
Applications & Forms

SALT Demo

August 20, 2024
     
Section 6

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:

Angela Ford

Angela Ford

Casey Nelson

Casey Nelson

Guide Last Updated: June 2026

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