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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.
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Technology changes and evolves, just like you. The Catalyit Success Journey gives you the tech roadmap.
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The Vault
Latest Live Sessions
vBots Digital Assistant Demo
Watch this demo to see how vBots Digital Assistants can streamline mundane processes, optimize your SOP’s, and have a transformative impact on your revenue.
Reimagining Agency Success – The Evolution from AMS to AMP
Join Casey Nelson and our special guests from Momentum as we explore shift that NowCerts has taken in moving from a traditional AMS to the ...
Watch
Cybersecurity Month: The Horrors of ID Theft
Join Catalyit Consultant Ryan Smith and Brian Thompson of defend-id to hear real accounts of ID Theft and ways to better protect yourselves and loved ...
Watch
Catalyit Live
Join Live Experts for Insights on Today’s Hot Topics, Latest Tech Trends, & Live Product Demos
Recent Live Sessions
- Automation, Hot Topic
Automating renewal servicing enhances efficiency and customer experience. This webinar explores building streamlined renewal processes in AgencyZoom and other systems, including ClientCircle, Salesforce, and HubSpot. Hosted by ReFocus AI.
- Cyber Insurance, Cybersecurity, Hot Topic
If you sell cyber, you probably hear some common objections from your prospects. Our panel, hosted by Ryan Smith, will share background on why those objections may be coming up, how to avoid them, and what to do if you're confronted with them.
- Hot Topic, License Compliance
By retooling their onboarding and agent management processes to use API-sourced data, agencies can have more confidence in their data and make more strategic, value-based decisions for their business. Hosted by AgentSync.
- Cybersecurity, Hot Topic
Twenty-five states currently have laws that specifically apply to insurance. Catalyit Consultant Ryan Smith covers the common model being used for these laws and how they apply to you.
- Cybersecurity, Quick Hits
Watch this quick hit session on why Multi-Factor Authentication (MFA) is important and how to set it up to ensure your agency is compliant.
- Cybersecurity, Hot Topic
What is the cyber exposure around today's LLM and AI tools and how do you know it's safe to use? Catalyit Consultant Ryan Smith introduces areas to consider as you weigh the risk and reward of AI in the office.
- Cybersecurity, Hot Topic
The technology you use in your office isn’t secure ‘out of the box’. Catalyit Consultant Ryan Smith shares what to look for related to security settings and tools as well as things to consider in choosing a vendor.
- Hot Topic, Outsourcing
Join Casey Nelson for Outsourcing 101 to learn about some quick wins you can implement in your agency today.
- AMS, Demo Lounge
Watch this demo to see how AgencyOne platform can bring Vertafore solutions and partners together into one connected experience.
- Cybersecurity, Q&A
Mark Parrish and Shawn Mininger (BlueZone Cyber Solutions) dive into recent cyber events and offer insights for your agency's cyber protection.
- Data Analytics, Demo Lounge
Check out this exclusive webinar to discover how Informer can transform your insurance agency with advanced reporting on your AMS and other Insurtech data.
- Hot Topic
Join the PayMyPremiums by AFCO Direct team as they dive into the world of premium finance and highlight solutions that can provide flexible payment options and online payment methods.
- AMS, Demo Lounge
Dyad demonstrates their sophisticated and scalable agency management system, Nexsure, that enables a digital experience throughout the entire distribution and policy lifecycle.
- AMS, Demo Lounge
Encore showcases their brand new agency management system and how it can help your agency.
- Data Analytics, Demo Lounge
Premium Logic demos how their data analytics platform can provide your team with a better understanding of your data.
- Demo Lounge, Mobile Apps
Watch this demo to see how Vertafore's InsurLink can provide your clients with self-service options for their insurance information.
- Hot Topic
Join the Catalyit Team as we dive into how agencies feel about the technology they're using and how it impacts agency value.
- Data Analytics, Demo Lounge
DONNA shows how you can leverage AI to boost your bottom line and streamline your operations with their data analytics tool.
- AI, Hot Topic
Learn how to use GenAI to create stunning images, audio, and video content.
- Demo Lounge, Reputation Management
Experience.com demonstrates their client experience and reputation management platform purposefully built for the insurance industry.
- AMS, Demo Lounge
Check out Vertafore's walkthrough comparing their AMS360 and QQCatalyst agency management systems.
- AI, Hot Topic
Learn how to use GenAI for business intelligence by capturing unstructured data, manipulating it, creating customer profiles, building a knowledge base, and managing commission matching.
- Demo Lounge
Learn how We Build Zaps can help you automate your processes and use their Zapier integrations to move data between your systems.
- Cybersecurity, Hot Topic
How do you protect your data in a world of evolving threats and regulations? Rhodian Group shares their expertise on the fundamentals and how to build your cybersecurity program.
- AI, Hot Topic
Learn how to utilize GenAI in your marketing, sales, and customer service efforts with Catalyit Co-Founder Steve Anderson.
- AI, Hot Topic
Learn how to communicate with ChatGPT and get started with GenAI with Catalyit Co-Founder Steve Anderson.
- Demo Lounge, Training
Check out Total CSR's demo of their agency training and development platform, as well as their AI insurance expert Ask Ellie.
- AI, Demo Lounge
GAIL is a voice-powered Artificial Intelligence tool built exclusively for insurance agencies. Check out this demo to see how this conversational AI solution can help your agency.
- CL Quoting, Demo Lounge
NowCerts RATE! offers the industry’s premier commercial lines rating center for agents. Check out this demo to learn how the RATE! tool can streamline the quoting process, enhance productivity, and provide access to multiple markets.
- Cybersecurity, Demo Lounge
Join BlueZone Cyber Solutions to learn about their cybersecurity resources for agencies, why they're a unique provider, and hear the latest cyber information you need to know to protect your agency and customers.
- Demo Lounge, Outsourcing
Insu serve-1 shares how they deliver comprehensive business process outsourcing services based on an in-depth understanding of client needs.
- Cybersecurity, Hot Topic
Cybersecurity is no longer just an IT concern. Join CyberFin as they share tools and know-how to stay safe in this digital world, offering practical measures to shield your business effectively.
- Hot Topic, Marketing
Subject lines, emojis, buttons, and more! Jay Schwedelson, President and CEO of Outcome Media, shares important email marketing tips that you should start using today.
- Data Analytics, Demo Lounge
Watch Applied's demo of their data visualization tools embedded in Applied Epic.
- Demo Lounge, IT/MSP
Join us for a walkthrough of Rhodian Group's IT and Cybersecurity services.
- AI, Hot Topic
Join Catalyit and our expert panel to hear about how AI is impacting the insurance industry and how you can use it in your agency today.
- Demo Lounge, Digital Payments, Premium Finance
Learn about AFCO Direct's newest technology, PayMyPremiums - a digital premium billing, down payment collection, and financing solution.
- AMS, Demo Lounge
Watch Xanatek's demo of their cloud-based agency management system.
- Data Analytics, Demo Lounge
Check out the demo of Loss Scan's data extraction tool to leverage your loss runs and amplify your carrier submissions.
- AMS, Demo Lounge
Check out Applied's demo of the EZLynx AMS and industry-leading comparative rater.
- AMS, CL Quoting, Demo Lounge
Check out Vertafore's demo of their AMS and commercial lines quoting solution.
- AMS, Demo Lounge
Watch HawkSoft's demo of their agency management system, including enhanced Commercial Lines features.
- Hot Topic
Catalyit consultant Mallory Cornell discusses the importance of a good operational foundation to build a tech stack. Without a good foundation and buy-in from your team, your investment is likely not to work as intended.
- Demo Lounge, Digital Payments
Check out Applied Pay's demo of their integrated digital payment system.
- Cybersecurity, Demo Lounge
Watch CyberFin's demo of their cybersecurity solution in action.
- AMS, Hot Topic
Join George Robertson and our special guests from Applied, HawkSoft, Vertafore, and Xanatek to review your process and design a game-changing strategy to take your AMS to the next level.
- Demo Lounge, Marketing
Watch BrightFire's demo of their digital marketing and prospecting solutions.
- CRM, Hot Topic
Join George Robertson and our Solution Provider panel to explore the benefits of a CRM, including its assistance with customer service and sales processes, ways to improve marketing efforts, the advantages of retention, and how to leverage data.
- Demo Lounge, Employee Benefits
Watch MyHealthily's demo of their easy-to-use small group benefits quoting platform.
- IT/MSP, Q&A
Join Mark and Tara for an important conversation with Archway and Rhodian about the cloud: What do you need to do to be ready to transition to the cloud? What cybersecurity measures do you need to consider with a cloud environment? ...and more!
- Demo Lounge, Marketing
Watch Levitate's demo of their "Keep-in-Touch" relationship marketing platform that includes email marketing, texting, social media management, and AI content tools.
- Hot Topic, Websites
Bob Whitis from BrightFire dives into the significant changes coming to Google Analytics 4 (GA4) starting July 1st and how it will affect your analytics moving forward.
- CL Quoting, Demo Lounge, Surety Bonds
BondExchange demonstrates how their platform allows agents to instantly prequalify for, quote, and issue a majority of surety bonds instantaneously.
- Demo Lounge, Digital Payments
Check out Simply Easier Payments' demo of their no-cost digital payments solution specifically catered to the insurance industry.
- Demo Lounge, Mobile Apps
Watch the GloveBox demo of their mobile app that can service both your personal and commercial clients.
- Hot Topic
Join the Catalyit Team as we dive into how agencies feel about the technology they're using and how it impacts agency value.
- Demo Lounge
RPost shares how RMail can help keep your agency safe from potential data breaches using its latest state-of-the-art technologies.
- Q&A
Chris Cline and Steve Anderson share in more detail what Catalyit’s collaboration with the Agents Council for Technology (ACT) will mean for bringing enhanced value to insurance agents. Hear the latest on their plans for leveraging technology in a united effort to solve independent agencies' technology needs.
- Cybersecurity, Database, Hot Topic, IT/MSP, Marketing
You have the Tech-Up checklist, but maybe have some questions on how to complete a few of the items. Don't worry, we have answers. Join Angela, George, and Steve as they help get your agency up to speed.
- Hot Topic
Mark chats with the RPost Team on email security and uncover tips to make sure it doesn't happen to you and your customers.
- CL Quoting, Demo Lounge
Watch this demo of Tarmika's single-entry commercial lines rating solution.
- AI, Hot Topic
Join Steve Anderson and Tara Mitchell as they explore what GPT-3 can do, what's coming, and what to watch out for before jumping in.
- AMS, Demo Lounge, Marketing, PL Quoting
Check out Vertafore's demo of their technology suite for smaller agencies: QQCatalyst, PL Rating, and AgencyZoom.
- Hot Topic
Carey Wallace joins Steve to discuss how having a budget can set you up to make technology investments with confidence and turn it into a profit center.
- Applications & Forms, Demo Lounge
Check out this demo of Indio's simple, Turbo-Tax like application and submissions management platform.
- Hot Topic
Join Steve as he talks through lessons learned from historical catastrophes and shares insight on how leveraging technology can help your agency and clients in times of crisis.
- Demo Lounge
Watch ActiveWords demo their tool that accelerates repetitive tasks and eliminates inefficiencies.
- Cybersecurity, Hot Topic
Mark dives into the key things you need to know about cybersecurity and what you should have in place to protect your agency.
- Demo Lounge, IT/MSP
Check out our session with Archway Computer, where they outline their IT and cybersecurity service offering.
- Cybersecurity, Hot Topic
Steve and a panel of industry experts discuss the benefits and challenges of adding MFA for carriers and their agents.
- AMS, CRM, Demo Lounge
Watch Better Agency's demo of their all-in-one tool, featuring both a sales-driven AMS and a powerful CRM.
- ADA Compliance, Hot Topic, Websites
Join Steve's session as he reviews what ADA Compliance means and how you can make your website accessible while protecting your agency from litigation.
- Hot Topic
Check out Steve's session on how to securely manage passwords within your agency.
- Cybersecurity, Hot Topic
Brad from Archway Computer shares his cybersecurity expertise on how to prevent a breach in your agency.
- Quick Hits
Dana Beals, one of Catalyit's Expert Consultants, dives into 5 quick tips for managing your activities in Applied EPIC Home Base.
- AMS, Demo Lounge
Watch the demo of Partner Platform's web-based agency management system.
- Hot Topic
Join Steve for the first of his Beyond Best Practices Series where he talks about how to create a five-star experience for you customers.
- Demo Lounge, E-Signature
Watch RPost's demo of their RMail® and RSign® email security features.
- AMS, Hot Topic
Join Steve as he shares 8 ways to maximize your Agency Management System.
- Q&A
Join the Catalyit Team as we walk through the Catalyit platform and all it has to offer.
- Hot Topic, Reputation Management
Learn why Google Reviews are important and how to leverage them for your agency.
- Demo Lounge, License Compliance
Watch AgentSync's demo of their license compliance platform.
- Hot Topic
Check out Steve's five processes to help improve your agency's productivity.
- Hot Topic
Join Steve and three independent agents for a panel discussion on Budgeting for Technology.
- Data Analytics, Quick Hits
Step one - stop what you're doing and think about this.
- Automation, Quick Hits
Cool tool alert. This will help your systems talk to each other.
