Guide: Outsourcing

Consider outsourcing services as part of your effort to reduce expenses and increase effectiveness with routine and administrative agency tasks.

What is Outsourcing?

Robotic Process Automation (RPA)

Robotic Process Automation (RPA) is technology that automates repetitive and rule-based tasks by using software robots or "bots" to mimic human actions. It helps organizations increase efficiency, reduce errors, and save time by automating routine processes across various business functions.

Virtual Employee/Virtual Assistant (VA)

Virtual Employee/Virtual Assistant (VA) services provide remote support to handle administrative, operational, and customer service tasks. These skilled professionals help businesses scale by managing routine processes, improving efficiency, reducing costs, and allowing teams to focus on growth-oriented activities across various business functions.

Let's Talk Outsourcing Series

The Catalyit Comparison Grid

Make an informed decision by comparing solutions side-by-side. Click the logo to take a deeper dive and learn more about the solution.

  Yes, Applies     |       Applies in Part

Company NameAMS ExpertiseIdeal Agency SizeMinimum Term of EngagementServicesAgency Can Select Virtual AssistantMajority of WorkforceVirtual Assistant Background ChecksOnboarding TimeQuality Control ChecksAllows Contract TerminationE&O PolicyCyber Policies & ProceduresStores Network DataVirtual Assistants Onsite at Company FacilityAll Staff Devices Company OwnedCompany Control of ComputersStaff Blocked from Downloading & Saving FilesUses Third-Party for Security ProtectionProvides VPN and/or EncryptionReal-Time Monitoring of Staff DevicesStaff Devices Only Connected via Ethernet Cable
Dyad
Dyad
ALIS, Nexsure, PUMAA6+ staffOne YearPolicy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations, Quoting, Rating, Invoicing, Loss Runs, Cancellations, Delinations, Inspection ordering, and more.
No
India
Yes
4+ weeks
Yes
Yes
Yes
Yes
No
Yes
No
Yes
No
No
No
Yes
Yes
Exdion
Exdion
All6+ staff, over 1000 commercial policiesOne YearPolicy Processing & Servicing, Renewals, New Business
Yes
US, India
Yes
Less than a week
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Insu serve-1
Insu serve-1 – Insurance Back Office Services
AMS360, QQCatalyst, Sagitta, BenefitPoint, Applied EPIC, EZLynx, TAM, HawkSoft, Veruna, Salesforce1-50 staffTwo MonthsPolicy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations
Yes
India
Yes
Less than a week
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Growth.insure
Growth.insure
AMS360, HawkSoft, EZLynx1-25 staffNoneRenewal Support, New Business Support, Policy Processing, Policy Servicing, Marketing Support, Technology support
No
India
Yes
1-2 weeks
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

The Players

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

Dyad

Dyad’s SkySource is a cost-effective insurance outsourcing program for routine business processes, from new submissions to premium finance.

Exdion

Exdion is a proprietary AI-driven extraction engine and broker-specific tools improve sales, minimize human errors, and raise consumer satisfaction.

Insu serve-1

Insu serve-1 is a leading provider of comprehensive insurance back-office services to streamline operations and enhance efficiency within the insurance industry.

Patra

Patra helps retail agencies reduce staff workload, optimize small account management, and improve service efficiency.

Powerbroker AI

Powerbroker AI is a GenAI platform that can help agencies automate routine tasks, analyze complex insurance documents, and produce insights into market trends.

vBots Digital Assistant

vBots are pre-built bots that empower agencies to automate time-consuming, operational tasks and increase productivity.

More Options

2024 State of Tech Report

Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.

17%
Agencies using a virtual employee service
Most Used % Use Avg. Rating
ReSource Pro 14% 4.3
Patra 14% 3.8
Agency VA 11% 4.4
Cover Desk 10% 4.3
Marble Box 8% 4.0
Exdion 4% 4.5
WAHVE 4% 4.0
Elevate Teams 3% 4.5
Edge EA 3% 4.5
Fusion Business Solutions (FBSPL) 3% 3.0
Insu serve-1 3% 5.0
Other 25% 4.2

Catalyit Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

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Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.

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