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Catalyit Tools
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.
Tech Stack Survey
With the right tech, your agency will thrive. Find out what tools. integrations, processes and data agencies are using to maximize profits.
Featured TechSelectors
Know what features you're looking for but not sure which solution is right for you? Narrow down your options with the Catalyit TechSelector™ tool.
Cybersecurity Tools
Catalyit + Trava
Leverage these exclusive tools to better understand your clients' cyber liabilities and strengthen your cyber liability insurance quoting process.
Catalyit + defend-id
Give your agency an edge in this hard market and offer ID Theft Protection to your clients.
Just released: Digital Payments TechSelector
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Solution Provider Index
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Partner Spotlight
- Dyad
- Experience.com
- GAIL by LULA
- HawkSoft
- Informer
- Insu serve-1
- Levitate
- NowCerts
- PayMyPremiums
- Rhodian Group
- RPost
- SALT
- Simply Easier Payments
- Trava
- Vertafore
- Xanatek
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TechTips Articles
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On-Demand Vault
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New Offerings
Vertafore PL Consulting
Our Vertafore Personal Lines Consulting packages include optimized integrations for QQCatalyst, AgencyZoom, and PL Rating.
EZLynx Retention Center Course
Are you an agency using EZLynx but not taking full advantage of its powerful Retention Center? Take our 5-week course.
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Catalyit Consulting
From small to large projects, new tech to process improvement with existing tech, productivity to customer experience and profit, we've got your back.
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Author: Steve Anderson
Password Manager Op-Ed: To Do or Not To Do
With the news surrounding the LastPass breaches over the past year, should you still use (or start using) a password manager? Steve Anderson breaks down the significant impact on your…
Access Your iMessage on Your Windows 11 PC with Intel Unison
Apple has never been very friendly to the Microsoft world, and iTunes has become unusable as a way to move files between my iPhone and Windows PC. Android users have…
Take Your Excel Formula-Writing Abilities to the Next Level with Machine Learning
Are you tired of spending hours wracking your brain trying to create the perfect Excel formula? Machine learning tools are now being used for a wide range of tasks, from…
Create a Carousel Post on LinkedIn
A new type of LinkedIn post is coming your way. The carousel post is a new format that allows you to add multiple images and/or videos in a single post…
Working in a Noisy Place? Use Krisp to Remove Noise
I have been working remotely for many years, and because of my frequent travel, I’ve learned how to work just about anywhere. While I maintain a separate office a few…
Add Checkboxes to Your Microsoft Word Documents
We all know agencies often use custom forms to capture information from prospects and current clients (including new quote forms, endorsement forms, and renewal information forms) to help ensure the…
Is GPT-3 the Future of Machine Learning?
The latest technology to enter the hype cycle is “artificial intelligence” due to the public release of Open AI’s Chat GPT-3 tool. While the term artificial intelligence is used extensively…
FCC Declares Ringless Voicemails Illegal Without Consent
Ringless voicemails are a popular marketing trick, whereby a caller can use a service to leave voicemail messages directly on a prospect or client’s mobile phone without the phone ringing.…
Start an Instant Meeting from LinkedIn Messaging
Have you ever been actively chatting with a LinkedIn connection and wished you could hop on a quick call right then and there? Now you can! You can generate and…