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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.
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Guides and Reviews
Not sure which AMS to choose? Don’t have time to research 5 quoting platforms?
We’ve done the work for you! Our guides help you compare solutions in minutes and include reviews by peers and our tech gurus.
Agency License Compliance
Staying in compliance with state insurance regulations is vital. Make sure your staff is appropriately licensed to sell insurance and work with your carrier partners.
Agency Management System (AMS)
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.
TechSelector Tool Available
Benefits Quoting & Management
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.
Carrier Submission Management
A streamlined carrier submission process is critical to efficiency, and the right tool can help digitize and improve your workflow.
Customer Relationship Management (CRM)
Capture prospect information and build relationships with your existing customers over their lifecycle with your agency.
Cybersecurity & MSPs
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.
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Data Analytics
Data analytics can help agencies avoid coverage gaps, create better sales goals, uncover new opportunities, and improve customer service.
Digital Payments
Every agency needs to consider how they can add electronic payment capabilities to meet the needs and preferences of their clients.
TechSelector Tool Available
Electronic Signature
E-signatures offer many benefits over paper-based signatures – they’re faster, more convenient, and more secure than paper-based signatures.
Generative AI, Chatbots, & RPAs
While generative AI can never replace the human touch, it offers many practical uses that can enhance your ability to communicate, advise, and serve clients effectively.
Marketing & Sales
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.
Includes: Lead Generation, Marketing Automation, Reputation Management, Sales Management, Social Media, Website Development
Mobile Apps
Agency branded mobile apps are an increasingly important component of your communication strategy.
Online Applications & Forms
Integrating an online applications and forms process into your operations can improve efficiency, accuracy, and client satisfaction.
Outsourcing
Consider outsourcing services as part of your effort to reduce expenses and increase effectiveness with routine and administrative agency tasks.
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Phone Systems
Even with all the digital communication platforms out there, your phone remains a primary means of communicating with clients and prospects.
TechSelector Tool Available
Premium Finance
Premium Finance can offer more flexibility to your payment options, allowing your clients to take advantage of competitive rates and flexible terms.
Quoting Platforms - Commercial
CL quoting platforms can offer significant productivity improvement and could allow small commercial to be a profitable niche market for you.
TechSelector Tool Available
Quoting Platforms - Personal
PL quoting platforms are a great timesaver for agencies needing to create a bindable quote for prospects and existing clients.
Specialty Solutions
Unique and niche market technology solutions that help independent agencies do business more efficiently.
Training
Maximize your technology investment and ensure adoption by providing training for your staff.
101 Weston Labs
101 Weston Labs helps InsurTech startups bring their products to market and change the independent agency channel.
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