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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
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Guides
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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.
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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
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- Refer a Solution Provider
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Resources
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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.
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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?
Vertafore Personal Lines Consulting
Our Vertafore Personal Lines Consulting packages include optimized integrations for QQCatalyst, AgencyZoom, and PL Rating. These best-in-class solutions, working in collaboration, will increase workflow efficiency, create capacity, and provide insight into your daily business activity.
If you are looking to reduce data duplication, increase automation for efficiency, and uncover unnecessary steps in your daily processes, this is for you.
Package Options
QQCatalyst Lite
$2,500
QQCatalyst Lite focuses on the setup and implementation of Agency Intelligence and Salesroom, as well as integration with PL Rating.
Agency Intelligence
We will work with you to create Smartflows that will establish an automated sequence of emails and tasks, enhancing your day-to-day workflows. Each Smartflow will be tracked for performance, email open rate, tasks by employee, and overall success… all presented in an easy-to-read dashboard.
Salesroom
Sales Pipeline management is easily obtained with the usage of salesroom and integration with PL Rating. Sales stages from “New” to “Sold” allow insight into the sales process and close ratios for each agent. You will gain knowledge of the Lines of Business, Business Type, Policy Source, and Contact Type to assist your agency in making better sales forecasts.
Products: QQCatalyst, PL Rating
Agency Intelligence Smartflows:
- Cross-Sell
- Renewal Thank You
- Leads
- Expiring Policy
- Quote Follow-up
- X-Date
- Welcome Center
Salesroom Setup:
This package includes Salesroom setup, policy sources, and employee comparison; along with training on the Salesroom Dashboard, Pipeline Processes, and PL Rating integration.
Training:
Three hours of online team training and support are provided with this package, as well as weekly check-ins throughout the project.
Personal Lines Suite - Standard
$3,999
This Standard package includes assistance in optimized setup for quoting, pipeline management, and onboarding of new clients.
Products: QQCatalyst, PL Rating, AgencyZoom
AgencyZoom Sales Pipelines:
- Personal Lines
- Commercial Lines
- Cross-Sell
- Smart-Cycle
- Birthdays & Holidays
- Onboarding
Workflow Setup:
We will create advanced, customized workflows for your agency to improve connectivity. We’ve got your quoting, sales, and onboarding processes under control.
Training:
Four hours of online team training and support are provided with this package, as well as weekly check-ins throughout the project.
Personal Lines Suite - Pro
$4,999
With all the same offerings as our Standard package, our Pro integration service include additional pipelines and automation, assisted integration of other InsurTech products, and more training for your team.
Products: QQCatalyst, PL Rating, AgencyZoom Pro.
Additional AgencyZoom Service Pipelines:
- Advanced Onboarding
- Winback
- Referral
- Endorsement
- Cancellation
- Claims
Additional Integrations:
As part of our Pro package, we offer setup of these additional integrations. Please consider that these products must be set up separately prior to integration.
- MeetLeo
- Canopy Connect
- Zapier
- SlyBroadcast
- AgencyZoom Service Center
Training:
Six hours of online team training and support are provided with this package, as well as weekly check-ins throughout the project.
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