Upcoming events
Office Hours: Agency Operations
Wed, Nov 11 @ 11:00 AM - 12:00 PM ET
Join Angela Ford and other members of the Catalyit team for a live coaching session focused on your agency’s technology stack. Bring your questions, get guidance, and learn alongside other agencies.
Acord AI Live Demo
Thu, Nov 19 @ 2:00 PM - 3:00 PM ET
Buried in emails, COIs, and policy checks? Join Acord AI’s live demo to see how AI turns inbox requests into organized, reviewable work.
Fulcrum Live Demo
Tue, Dec 1 @ 2:00 PM - 3:00 PM ET
Join Catalyit and Fulcrum on December 1 to discover how a workflow audit can uncover inefficiencies, save time, and prioritize agency automation for 2027.
Office Hours: AI
Wed, Dec 2 @ 11:00 AM - 12:00 PM ET
Join Matt Smith and other members of the Catalyit team for a live coaching session focused on AI. Bring your questions, get guidance, and learn alongside other agencies.
Acquire Smarter, Integrate Faster: Protecting Your M&A Value
Tue, Dec 8 @ 2:00 PM - 3:00 PM ET
An acquisition is only as valuable as what survives the transition. Join Rhoads for a candid conversation on how high-performing acquirers get ahead and how insurance compliance technology can deliver earlier visibility, faster integration, and fewer post-close surprises.
Office Hours: Agency Operations
Wed, Dec 9 @ 11:00 AM - 12:00 PM ET
Join Angela Ford and other members of the Catalyit team for a live coaching session focused on your agency’s technology stack. Bring your questions, get guidance, and learn alongside other agencies.
Past events
Outmarket AI Live Demo
Tue, Sep 8 @ 2:00 PM - 3:00 PM ET
Get a practical look at how Outmarket AI is helping insurance agencies move faster, close gaps in their book, and cut down on manual work.
The Agency Bill Benchmark: What the Data Tells Us About the Future of Agency Operations
Thu, Sep 10 @ 2:00 PM - 3:00 PM ET
See what current industry benchmarks reveal about the state of agency bill and where financial operations are headed over the next three to five years.
ennablAI Live Demo
Tue, Sep 15 @ 2:00 PM - 3:00 PM ET
See ennablAI in action as it analyzes policies, extracts loss runs, identifies coverage gaps, and creates client-ready proposals.
Where to Start With Intelligent Workflow Automation
Thu, Sep 17 @ 2:00 PM - 3:00 PM ET
Not sure where to start with automation? Learn how to identify your agency's top opportunities, estimate ROI, and take a first step without disrupting your operations.
2026 Insurance Agency Cybersecurity Reality Check
Fri, Sep 18 @ 12:00 PM - 1:30 PM ET
Join Ryan Smith to learn what's shaping insurance agency cybersecurity in 2026, what to prioritize now, and how to plan your 2027 strategy.
AI in Action: Streamlining Client Intake and Insurance Applications
Tue, Sep 29 @ 2:00 PM - 3:00 PM ET
Still spending hours on repetitive intake and data entry? Learn how agencies are using AI to reduce that workload and create a faster, smoother client experience.
Office Hours: AI
Wed, Oct 7 @ 11:00 AM - 12:00 PM ET
Join Matt Smith and other members of the Catalyit team for a live coaching session focused on AI. Bring your questions, get guidance, and learn alongside other agencies.
From Insight to Action: Using Compliance Data to Drive Real Growth
Thu, Oct 8 @ 2:00 PM - 3:00 PM ET
Compliance isn't just a checkbox. Learn how leading agencies are turning licensing and appointment data into a strategic growth lever.
Take Advantage of Your Free Tech Benefit: Meet Catalyit
Wed, Oct 14 @ 11:00 AM - 12:00 PM ET
In this special webinar for Big I Indiana Members, join Catalyit to learn how to make the most of your new member benefit.
The Easiest Way to Hack Your Business: What to Know About Your Top Threats
Thu, Oct 15 @ 11:00 AM - 12:00 PM ET
Join Ryan Smith for a walk through of the most common cyber threats facing your office today and steps you can take to protect yourself.
Chatbot, Copilot, or Agent? Choosing the Right Level of AI for Your Agency
Thu, Oct 15 @ 2:00 PM - 3:00 PM ET
Chatbot, copilot, or agent? Join Momentum AMP to learn which agency workflows should stay human-led, be AI-assisted, or go to AI agents.
Real AI Automation Starts in Your Inbox: Save Time Without Learning a New Tool
Tue, Oct 20 @ 2:00 PM - 3:00 PM ET
Skip the new portal. Join Bind AI to see how AI can automate submissions, COIs, and more directly from your agency's email inbox.
Understanding Third-Party Cyber Risk
Thu, Oct 22 @ 11:00 AM - 12:00 PM ET
Ryan Smith will share how third parties play a major role in your cyber risk, and how they could impact your business if they suffer an attack of their own.
From Reactive to Proactive: Stop Losing Policies to Non-Pay Cancellation
Thu, Oct 22 @ 2:00 PM - 3:00 PM ET
Stop losing policies to non-pay. Join Adapt's live session to learn a repeatable late-pay process that saves time and holds up under E&O review.
GetLYIT 2
Wed, Oct 28 @ 11:00 AM - Thu, Oct 29 @ 1:00 PM ET
Join us for two days of actionable insights on leveraging AI in your agency. Gain confidence and strategies to drive real results and growth.
Bound by AI: Should AI Be Able to Bind Business?
Tue, Nov 3 @ 6:00 PM - 8:00 PM ET
Can AI move beyond helping customers compare insurance and actually advise on or bind coverage? And who should set the rules? Join the debate in New York City.
Office Hours: AI
Wed, Nov 4 @ 11:00 AM - 12:00 PM ET
Join Matt Smith and other members of the Catalyit team for a live coaching session focused on AI. Bring your questions, get guidance, and learn alongside other agencies.
InsuredMine CRM Live Demo
Thu, Nov 5 @ 2:00 PM - 3:00 PM ET
Explore InsuredMine's latest AI-powered CRM capabilities and discover how smarter workflows help insurance agencies boost productivity, sales, and client relationships.
