​​1. I’m a small agency. How can Catalyit help me?

Small agencies are often lean on staff and budget. Prioritization needs to be spent on carrier appointments and client acquisition. We get it. At the same time, being a small agency doesn’t mean you need to sacrifice on tools that can make you more successful and drive your profits. 

Simply by getting a better understanding of what your unique needs are as a small agency, and learning where you are on your unique Roadmap to Success, Catalyit is able to offer you solutions to meet your budget and – most importantly – your goals. 

You get workflow efficiencies, customer and prospect insights to increase staff performance, and more time to do what you do best – sell policies and run a successful agency. All that equals profit. 

Then, when you’re ready, they’re there to bridge you into the next best thing to keep you thriving. It’s the one subscription you’ll never regret having.

2. I’m a large agency. How can Catalyit help me?

As a large agency, you likely have a dedicated IT team that manages your agency infrastructure. You have a sales team working the front end of agency recruitment and account management or CSR team handling your renewals. You may also have a marketing department responsible for brand awareness and agency promotion and an HR team focused on employee recruitment and retention.

But who is monitoring new tech opportunities to make your agency more profitable, efficient, and marketable? Who is looking at systems that can automate basic tasks to improve workflow efficiencies to free up wasted time and focus on goal-oriented tasks? Who is conducting hours and hours of research to understand what tools can take your agency from a well-oiled machine to one that is best-in-class?


They do the legwork, research, and vendor aggregation. They assembled a team of insurance and technology experts to stay ahead of new advancements and developments that can help you push your agency to an entirely new level. 

So when you’re ready to let your team focus on what they do best, hire Catalyit to help them do it even better. It’s the one subscription you won’t regret paying for. 

3. What is Catalyit, and How Does It Differ from I.T.?​

Catalyit is not going to fix your server if it crashes. It’s not going to help you select new computers for your staff, onboard a new team member with agency-adopted software or recover data from a virus. Why? Because Catalyit is not Information Technology (I.T.).​ 

So what is Catalyit?

Catalyit is a powerful technology resource that provides your agency useful, and actionable solutions to solve problems and increase profits. 

How? They evaluate your agency’s current technology with the Agency Tech Assessment – what you’re running to manage your data, send emails, communicate with your clients and prospects, accept payments, track license renewals, quote policies, host your website, and more.

Then, they’re going to tell you what you’re doing great – and more importantly, what you can be doing better and how to get there. 
They’ll connect you with vendors to help you get to the next level based on your needs and budget. They’re going to be by your side throughout the entire process – from implementation to adoption. 

It’s all part of the Catalyit Roadmap to Success™​  – taking you from Baseline to Beyond.

4. What is the Catalyit subscription window? How does it work?

As a member of PIIAC, you know that while the association runs on a fiscal year has a set renewal period for your membership, agencies can join at any time. That is open enrollment. 

Due to the nature of Catalyit’s business, they operate on a closed enrollment or subscription cycle, which means that they welcome agencies to subscribe to their resource for one-week periods, 4 times a year. 

Part of the advantage of becoming a Full Access Subscriber is that you get one-on-one attention and exclusive services that other agencies do not receive. When you onboard into the Catalyit community, they review your unique agency needs from the initial assessment and guide you through recommendations, training, and communications support. 

To give you that specific attention and level of care, they limit the timeframe when agencies can opt to onboard in order to make sure you receive the focused dedication from their team that you deserve. 

Catalyit’s next open subscription window opens on February 1st! 


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