Level Up at GetLYIT 2025

From Status Quo to Next Win

A mindset reset that helps you lead change—and make it stick.

Starts At: 11 AM ET
Host: Marit Peters
Length: 45 minutes
Perfect For: Everyone

Change is hard, especially in agencies where “we’ve always done it this way” feels safe. Real growth happens when teams ask, “What’s our next win?” In this session, you’ll learn how to reset mindsets, unlock buy-in, and confidently lead change. Walk away with a 90-day action plan, proven frameworks, and practical tools to help your team adapt quickly and keep moving forward.

The Brutal Truth About Your Agency Tech Stack

See where your tools are failing you and how to turn your stack into a growth engine.

Starts At: 12 PM ET
Host: Casey Nelson
Length: 45 minutes
Perfect For: Agency Owners and Ops Leaders

Mindset shift? Done. Now it’s time to dig into your tools. Your tech stack can either fuel growth or create roadblocks. Casey Nelson and Angela Ford will guide you through Catalyit’s Agency Tech Assessment, showing how to evaluate your stack clearly. You’ll see what’s working, what’s not, and what practical steps to take to get more value from the tools you already own while making smarter choices moving forward.

Your Personal Tech Stack: What You Use, What You Miss, What You Need

See the truth about your tools: what’s pulling weight, wasting time, and what you need to win.

Starts At: 1 PM ET
Host: Aubie Knight
Length: 45 minutes
Perfect For: Everyone

Every role in an agency touches technology differently. Producers, account managers, service teams, and leaders all rely on tools uniquely, and that’s where friction starts. In this session, you’ll map your personal tech stack, see how it connects to the broader agency stack, and uncover ways to work smarter, not harder. By the end, you’ll know the tools you should use and how to turn your tech stack into a personal advantage.

Unlocking AI to Boost Your Agency's Potential

Practical, everyday AI applications that drive productivity.

Starts At: 11 AM ET
Host: Dale Steinke
Length: 45 minutes
Perfect For: Everyone

Sponsored by Agent for the Future, a free resource offered by Liberty Mutual Insurance

No More Excuses: Make AI Work for You (Workshop)

Stop just talking about AI, start using it where it counts.

Starts At: 12 PM ET
Host: Matt Smith
Length: 45 minutes
Perfect For: Everyone

You’ve seen what’s possible with AI, so now it’s time to roll up your sleeves. This hands-on workshop will walk you step-by-step through practical AI skills you can use immediately in your agency. You'll leave inspired and equipped, from writing prompts that deliver results to automating routine tasks to building quick-win workflows.

Annual Tech-Up: Because Ignoring This List Will Cost You

The must-do checklist for agencies that want security, efficiency, and growth.

Starts At: 1 PM ET
Host: Angela Ford
Length: 45 minutes
Perfect For: Agency Owners and Ops Leaders

Start strong with a 20-point tech check that keeps your agency secure, compliant, and efficient. This session cuts through the clutter and walks you step-by-step through the essentials from budgeting and cybersecurity to operations and marketing so you can spot risks, fix gaps, and fuel growth.

Agency Jam Session: 5 Big Issues, Real Talk, Real Solutions

There will be no slides, no fluff, just raw talk on the issues agencies can’t ignore.

Starts At: 11 AM ET
Moderator: Casey Nelson
Length: 60 minutes
Perfect For: Everyone

Let’s jam. Insurtech noise-makers and agents will join Casey Nelson to tackle the five most significant issues holding agencies back. We’ll riff on challenges, swap stories, and share practical solutions you can plug in tomorrow. There will be less lecture and more live brainstorming because the best answers happen when we jam together.

The Hot Seat: InsurTechs Face the Agency Panel

Real founders. Real agents. Honest feedback, no filters.

Starts At: 12 PM ET
Moderator: Aubie Knight
Length: 60 minutes
Perfect For: Agency Owners and Ops Leaders

Shark Tank insurance style. Founders from 101 Weston Labs pitch their breakthrough InsurTech solutions to a panel of agents. This session delivers bold ideas, unfiltered feedback, and practical takeaways you can use to spot, shape, and scale innovation in your own agency.

Let's GO! Your Action Plan

From notes to next moves.

Starts At: 1 PM ET
Host: Marit Peters
Length: Short
Perfect For: Agency Owners and Ops Leaders

Before we close, let’s get practical. In this final wrap-up, we’ll distill the most significant insights from the event, highlight what agencies are saying, and make sure you leave with clear action steps. Think of it as your post-game huddle: what we learned, what matters most, and what you’ll do next.

Tech Assessment Resources

Resources

Guides

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Video Resources

More Resources

Connect With Catalyit

Tues, Oct 28

From Status Quo to Next Win

The Brutal Truth About Your Agency Tech Stack

Your Personal Tech Stack: What You Use, What You Miss, What You Need

Wed, Oct 29

Unlocking AI to Boost Your Agency's Potential

No More Excuses: Make AI Work for You (Workshop)

Annual Tech-Up: Because Ignoring This List Will Cost You

Thurs, Oct 30

Agency Jam Session: 5 Big Issues, Real Talk, Real Solutions

The Hot Seat: InsurTechs Face the Agency Panel

Let's GO! Your Action Plan

GetLYIT Sponsor Spotlight

AMS & Outsourcing

Online Applications & Forms

AI for Commercial Insurance

AI & Outsourcing

AMS

Why Attend GetLYIT?

Mindset Resets that Stick

A Clearer Tech Stack

AI That Works for You

Unfiltered Conversations

Action You Can Use Immediately

Bottom Line

Countdown to GetLYIT

Unleash Your Agency's Potential