Catalyit surveyed agencies around the country to learn about the technology they are using and how they feel about it. Agents also rated their top carrier partners on the technology support they provide. You may have taken the survey yourself, but even if you didn't, you can still access the results.
The report shares findings from the survey and insights on agency tech trends. Here are four key finding:
More agencies are using Marketing Automation platforms (with a 15% increase year-over-year) for email and text marketing, prospecting, client retention, pre-renewal processes, cross-selling, and up-selling.
Cybersecurity continues to be a weak point for agents and needs to be a priority.
Data Analytics tools are underutilized, and with more strategic insights, agencies can make more informed business decisions that improve overall efficiency and performance.
Development and use of Commercial Lines Quoting/Rating platforms are growing, with 25% of respondents utilizing at least one of these solutions.
Download the full 36-page State of Tech Report to see all the results, explore the latest insights, and learn what the data means for independent agencies. Also, if you haven't already, now is the perfect time to activate your free, all-access Catalyit account - the independent agent's hub for technology advice, tools, training, and insights
Guides & Reviews: Not sure which AMS to choose? Don't have time to research 5 quoting platforms? We've done the work! Our guides help agencies compare solutions in minutes and include reviews by peers and experts.
Training: From monthly live coaching and Q&A sessions to on-demand classes, agencies will be able to use the lingo, get the most out of tools, and train their teams. Unlimited access includes the Tech Tips weekly insights newsletter.
Tools: Catalyit's in-depth tech assessment provides agencies with a custom roadmap for success and the tools to get it done. Have the right tech stack? We have a guide for that too.
Community: Discuss trends, best practices, and challenges with peers, experts, and providers. With Catalyit, there's an entire community of support and networking.
Consulting: Our team of experts can work directly with an agency.