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At Catalyit, we’re passionate about two things: independent insurance agents and technology. Which is why we’re combining the best minds with the best tools to deliver the single greatest tech resource in the industry. Period.
Catalyit’s simplified technology resource opens independent agents to a community where they can inspire, grow, and succeed. Together we’re going to meet customers where they are and create a stronger, more innovative independent agency system. So, no matter where you are on the technology spectrum – from early adopter to experienced implementer – rest assured, you’re in the right place.
Guides & Resources
Connect with agencies across the country that use the same tech.
Discover 6 essential technologies to build a strong, efficient foundation. Learn what to invest in and how to streamline your operations from day one.
Choosing an AMS is one of the most important decisions you’ll make. Find the right system to create a firm foundation for your agency.
While generative AI can never replace the human touch, it offers many practicle uses that can enhance your ability to communicate, advise, and serve clients effectively.
Includes: Chatbots, AI Text & Voice Agents, Content Generation, RPAs
Most agencies sell employee benefits coverage to their existing clients, and there are tools to help you streamline the process of quoting and servicing this business line.
A streamlined carrier submission process is critical to efficiency, and the right tool can help digitize and improve your workflow.
Independent agencies change constantly, often without calling it change: technology, processes, roles, expectations. How it’s managed determines whether execution improves or stalls.
Certificate management solutions automate issuance, streamline requests, and ensure compliance for your certificate of insurance (COI) workflows.
Client portals streamline operations and enhance client experience, providing 24/7 access to policies, claims, and payments.
Automating your commission tracking and distribution can replace your spreadsheets with accurate, transparent, and efficient digital workflows.
Capture prospect information and build relationships with your existing customers over their lifecycle with your agency.
Insurance agencies have unique needs when it comes to cybersecurity and technology, so finding a partner with multiple insurance agency customers and a proactive approach is essential.
Data analytics can help agencies avoid coverage gaps, create better sales goals, uncover new opportunities, and improve customer service.
Every agency needs to consider how they can add electronic and flexible payment options to meet the needs and preferences of their clients.
E-signatures offer many benefits over paper-based signatures – they’re faster, more convenient, and more secure than paper-based signatures.
Find the right tools to market your agency, build awareness with prospects and customers, and help them take the next step to engage with you.
Niche insurance markets encompass specialized coverage for specific industries, professions, or unique risks that standard policies don’t typically cover.
I Need Help With…
Starting an Agency
Saving Time
Alternative Payment Schedules & Options
Client Communication
Client Retention
Compliance & Security
Content Creation
Cross-Selling & Upselling
Customer Behavior Insights
Customer Experience & Engagement
Employee Onboarding
Hiring & Recruiting
KPI Tracking & Reporting
Sales Pipeline Management
Workflows, Processes & Automations
Transform Your Agency with the RIGHT Tools
Assess Your Technology
Quickly identify your agency’s tech stack strengths and weaknesses with our simple assessment.
Agency Compensation 360
In today’s talent-driven market, attracting and retaining top performers starts with knowing where you stand. This new, exclusive study gives you the data you need to compete smarter, hire faster, and build a stronger team.
Tech Solutions
TechTips
Your Agency Tech Assessment Is Done. Here’s What the Analytics Reveal.
AI Readiness Checklist: Is Your Agency Ready for AI?
What You Get With Your Catalyit Membership
The Best Insurance Automation Practices: How to Automate Your Clients’ Follow-Ups
A Smart Move Every Agency Should Make: Rev Up Your Revenue with Existing Business
Video Resources
More Resources
Recent Articles
Agency Growth Numbers May Be Misleading You
Revenue growth masks a retention crisis costing agencies millions in enterprise value and leaving half their book vulnerable to churn. I spend a lot of time with agency principals at very different stages of growth. Some are running lean operations in a single market....
Smart Glasses Transform Insurance Claims, Inspections
Smart glasses are standardizing insurance inspections through real-time documentation and AI-guided workflows that improve transparency and reduce claim processing delays. One of the greatest challenges facing insurers is making sure that every claim is documented...
Financial Well-Being: Everyone Wants It
Insurers must develop digital tools and surround them with a human element, such as real-time access to financial advisers. Bernhard Klein Wassink The macroeconomic news has been largely positive for several years running, especially in the U.S. Record-low...
