- Tools
Catalyit Tools
Tech Assessment
Getting tech to work for you begins with understanding where you are, where you need to be, and how to bridge that gap.
Catalyit Success Journey™
Technology changes and evolves, just like you. The Catalyit Success Journey gives you the tech roadmap.
Tech Stack Survey
With the right tech, your agency will thrive. Find out what tools. integrations, processes and data agencies are using to maximize profits.
Featured TechSelectors
Know what features you're looking for but not sure which solution is right for you? Narrow down your options with the Catalyit TechSelector™ tool.
Cybersecurity Tools
Catalyit + Trava
Leverage these exclusive tools to better understand your clients' cyber liabilities and strengthen your cyber liability insurance quoting process.
Catalyit + defend-id
Give your agency an edge in this hard market and offer ID Theft Protection to your clients.
Just released: Digital Payments TechSelector
- Guides
Popular Guides
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Not sure where to start?
- Solution Providers
Solution Providers
Solution Provider Index
View all Solution Providers on the Catalyit platform.
Leave a Review
Submit a review so your peers can learn from your experience with a Solution Provider and make more informed decisions.
Refer a Solution Provider
Want to see a Solution Provider on the Catalyit platform? Let us know!
Partner Spotlight
- AgentSync
- Applied Systems
- Archway Computer
- BlueZone Cyber Solutions
- BrightFire
- CyberFin
- defend-id
- DONNA
- Dyad
- Experience.com
- GAIL by LULA
- HawkSoft
- Informer by Entrinsik
- Insu serve-1
- Levitate
- NowCerts
- PayMyPremiums
- Rhodian Group
- SALT
- Simply Easier Payments
- Trava
- RPost
- Vertafore
- Xanatek
- Solution Provider Index
- Leave a Solution Provider Review
- Refer a Solution Provider
- Become a Catalyit Solution Provider
Want to partner with Catalyit? Become a Catalyit Solution Provider.
- Resources
Featured Resources
TechTips Articles
Stay up-to-date on the latest industry trends and improve your productivity with Catalyit TechTips!
On-Demand Vault
Watch Catalyit Hot Topics, Live Demos, and other webinars on-demand.
Accelerate 2024
Did you attend Accelerate 2024, powered by NetVU? Check out our curated resources.
Become a Catalyit subscriber!
- Consulting
New Offerings
Vertafore PL Consulting
Our Vertafore Personal Lines Consulting packages include optimized integrations for QQCatalyst, AgencyZoom, and PL Rating.
EZLynx Retention Center Course
Are you an agency using EZLynx but not taking full advantage of its powerful Retention Center? Take our 5-week course.
Not Sure Where to Start?
Catalyit Consulting
From small to large projects, new tech to process improvement with existing tech, productivity to customer experience and profit, we've got your back.
Need one-on-one help?
Guide: Phone Systems
If you haven't recently upgraded your phone system, it's worth exploring the latest options to streamline your communication with clients and prospects.
What are you trying to do?
- Considering a VoIP phone system for your agency? Start here.
- Do you need help deciding which solution to choose? Use the TechSelector to narrow down your options.
- Want to view different options side-by-side? Compare VoIP phone systems in our comparison grid.
- Who’s who? Take a closer look at the players.
- Are you curious about what your peers are using and how they rate them? Learn from their experiences with the State of Tech Report.
- Get the latest news and insights on VoIP solutions? Explore our resources.
- Do you want someone to assist you in the process? Book an appointment with Catalyit.
Catalyit's Advice
Is the system based on Voice over Internet Protocol (VoIP), or does it use the Internet for communication?
Does it allow for remote connections?
Does it integrate with your agency management system? (Link to AMS)
Does it allow for phone call recording and storage?
Does it have a mobile app?
Steve Anderson's Take
“The latest telephone communications systems create a more integrated experience for your phone. A mobile app allows anyone to take and make calls wherever they are. Remote capabilities allow all staff to be a simple extension away regardless of where they are. Since the pandemic, many agencies have learned the benefits of having these capabilities.”
Pick Your Path For Help
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
| Features |  |  |  |  |  |  |  |
|---|---|---|---|---|---|---|---|
| Contract Required? | Yes | Yes | No | Yes | Waiting on vendor | Waiting on vendor | Waiting on vendor |
| Contract Terms | 1 Year minimum | Varies | Month-to-Month | 1 Year minimum | |||
| Specific Phones Required? | Yes | No | Yes | No | |||
| Mobile VoIP Solution? |  | | | | |||
| Dedicated Bandwidth Recommended? | |  | |||||
| Installation Services | | | | ||||
| Fraudulent Call Liability | Depends on who is responsible for the fraud after investigation | Lightspeed Voice | Customer | Customer | |||
| Insurance Software Integrations | | | |||||
| Software Install | |||||||
| Cloud Hosted | | | | | |||
| On Premises | |||||||
| Platform Features | |||||||
| Advanced Call Management | | | | | |||
| Call Routing | | | | | |||
| Anonymous Call Rejection | | | | ||||
| Auto Attendant | | | | | |||
| Business Text Messaging | | | | | |||
| Call Analytics | | | | | |||
| Call Forwarding | | | | | |||
| Call Notify | | | | | |||
| Call Parking | | | | | |||
| Call Presence | | | | | |||
| Call Pulling | | | | | |||
| Call Queueing | | | | | |||
| Call Recording & Rating | | | | | |||
| Call Screening | | | | | |||
| Call Transfer | | | | | |||
| Conference Bridge | | | | | |||
| Custom Hold Music | | | | | |||
| Custom Ringback | | | | | |||
| DND (Do Not Disturb) | | | | | |||
| Extension Dialing | | | | | |||
| Find Me/Follow Me | | | | | |||
| Free Local Phone Number | | | | | |||
| Hot Desking | | | | | |||
| Instant Messaging | | | | | |||
| Interactive Voice Response (IVR) | | | | | |||
| Mobile App | | | | | |||
| Number Porting | | | | | |||
| Online Fax (eFax) | | | | | |||
| Priority Alerts | | | |||||
| Push-to-Talk | | | |||||
| SIP Trunking | | | |||||
| Softphone | | | | | |||
| Speed Dial | | | | | |||
| 3-way Calling | | | | | |||
| Toll-free Number | | | | | |||
| Unlimited Voice Calls (US & Canada) | | | | | |||
| Upgrade Options | | | | ||||
| Voicemail | | | | | |||
| Voicemail Forwarding | | | | | |||
| Voicemail Greetings | | | | | |||
| Voicemail to Email | | | | | |||
| Voicemail to Text | | | | | |||
| VoIP Caller ID | | | | | |||
| Video Conferencing | | | | ||||
| VoIP Switchboard | | | | | |||
| Next Steps | Learn more about Bridge | Learn more about Lightspeed | Learn more about Premier Companies | Learn more about Tri-State Computer | Learn more about Intruity | Learn more about EcoLink-RingCentral | Learn more about TPx |
Are you looking for a VoIP phone system that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. That’s where the VoIP TechSelector™ comes in.
Our easy-to-use tool asks a few questions about your required features and generates a customized report. This report will help you identify the best VoIP phone system for your agency.
Don’t waste any more time searching. Try the VoIP TechSelector™ today to simplify your search and get one step closer to finding the ideal VoIP phone system for your agency.
The Players
Take a closer look at all your available options by visiting their profiles.
2023 State of Tech Report
Catalyit partnered with Big I state associations to survey 465 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| RingCentral | 12% | 4.1 |
| Mitel | 7% | 3.8 |
| Bridge | 5% | 3.7 |
| Nextiva | 5% | 3.7 |
| GoToConnect | 4% | 3.9 |
| Lightspeed | 4% | 4.0 |
| Comcast Business Voice | 3% | 3.6 |
| Local Provider | 3% | 3.9 |
| Ooma | 2% | 4.3 |
| Zoom VoIP Phone | 2% | 4.0 |
| Vonage | 2% | 4.3 |
| Other | 51% | 3.9 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
Your needs are unique, so we’ll work together to identify challenges and create a customized plan.
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.
Submit your review | |
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