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 I: Online Applications & Forms in 2025
  
Section I

Online Applications & Forms in 2025

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
“Completing necessary insurance applications and other forms is a pain. New digital tools allow you to collect information and process applications that are easier for your clients. These tools can range from simple contact forms to comprehensive insurance application processes that include data validation, document uploads, and digital signatures. Adding an online applications and forms solution can streamline your agency processes, enhance your customer experience, minimize errors, and save time on data entry – making it faster and more efficient for both your agency and the client.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

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 III

What solutions are available?

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

Indio
Indio

Indio
by Applied Systems

Application and submissions management platform

Online Applications & Forms

RiskAdvisor
RiskAdvisor

RiskAdvisor
by RiskAdvisor

Conversational intake forms & client facing quote forms

101 Weston Labs Online Applications & Forms PL Quoting Enhancement

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

Canopy Connect for Insurance Agencies
Canopy Connect for Insurance Agencies

Canopy Connect for Insurance Agencies
by Canopy Connect

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

Lead Generation Online Applications & Forms Website Development

Quantxt
Quantxt

Quantxt
by Quantxt

Online Applications & Forms

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

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

    
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
ACORD Form Applications
Number of ACORD Forms
All Certificate Forms
All Binder Forms
Supplemental Applications in Library
Custom Forms
Audit Capability
Mobile App
Desktop & Mobile Formats
Required Forms for State & LOB
Combine Multiple Forms
Interactive Forms for Website
Self-Service Certificate Management
Email Applications
Export Data From Forms
Import Data Into Forms
Prefill Data From Outside Databases
Compliant with NY Cyber Regulation 500
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.

31%

Agencies using an online application or digital forms
tool

Catalyit Goes Deeper

Agencies need help getting prospects and clients to complete necessary insurance applications and forms. Implementing an electronic form completion process makes this easier for the agency and much better for the client. Indio (Applied) is the current leader with a 26% share. Adding this process is an easy way to enhance your agency's client and prospect experience.

Most Used
% Use
Avg. Rating
Indio (Applied)
26%
4.2
SALT
7%
4.0
Wunderite
7%
4.4
Avyst
4%
3.3
Broker Buddha (Acturis)
3%
3.5
RiskAdvisor
1%
5.0
Canopy Connect
1%
4.0
Other
51%
3.6
     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

Webinars & Demos

SALT Demo
SALT
Applications & Forms

SALT Demo

August 20, 2024
Indio Demo
Indio
Applied

Indio Demo

December 8, 2022
    
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
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Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Mark Parrish

Mark Parrish

Guide Last Updated: January 2025

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