This survey will ask general agency questions such as agency size, mix of business and high-level agency-specific questions. Then you will be asked payroll and benefit information such as total annual payroll, questions about agency-provided insurance (health, dental, vision), other agency benefits, and outsourced services. Lastly, it will ask you about employee-specific pay structure.

For agencies with a smaller staff size, you are welcome to enter in the information directly in the survey. If you have a larger number of employees (more than 10 employees), then you can elect to use the provided Excel template to securely upload employee-specific pay information for all agency employees.

If your state association is participating in the multi-state Agency Compensation 360 survey, they provided Catalyit with an owner or principal who will be invited to participate in the survey. That individual will either need to participate directly or appoint another individual to participate in order to gain free access to the analytics dashboard. In order to add a different user to complete the survey, please email comp360@catalyit.com with the individual's name, email and position.

Please note: this individual will have access to the results and data.

Agencies that participate in the survey will receive the full analytics portal at no cost. Access to the analytics portal without participation will be available for $2,500 to independent insurance agents only.

Organizations that are not an independent agency cannot acquire access.

Currently, the analytics portal is expected to offer the ability to filter data by: state, region within state (if you are a Big "I" member of that state), agency size, role, and more. The availability of filters is dependent on having enough responses to ensure all responses remain anonymous.

Access to the analytics portal will begin on October 6th if enough data for that particular state or filter is available. All analytics will be available as soon as possible while still ensuring all data stays anonymous. 

Catalyit, in partnership with Big "I" state associations, is managing and administering the survey. A dedicated team of select individuals is overseeing the project to ensure accuracy, confidentiality, and meaningful results.

Data security and privacy is taken very seriously. All information submitted will remain highly confidential and only be accessible to certain employees involved in the survey process at Catalyit. Your information submitted will never be sold, shared, or otherwise disseminated prior to being aggregated and anonymized. All information gathered will be stripped of agency name, respondent name and other identifiable information. The analytics portal will include summarized statistics and facts without any possibility of identifying the agency or employee that responded.

The platform used to gather the data is SOC2 Type II Compliant. SOC 2 is a framework applicable to all technology service or SaaS companies that store customer data in the cloud to ensure that organizational controls and practices effectively safeguard the privacy and security of customer data.

More information coming soon.

Please note, while we fully anticipate enough responses to be able to create a reliable report, if we do not receive enough responses to assure anonymity, meet sample size requirements, or make statistically significant differences or findings, we will not be able to create an Agency Compensation 360 Report.