Upcoming events
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.
AI in Your Agency: Cybersecurity, Risk, and Smart Adoption
Tue, Oct 27 @ 11:00 AM - 12:00 PM ET
Join Ryan Smith for a break down of the rapidly evolving role of AI in insurance offices and the cybersecurity challenges that come with it.
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.
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.
Catalyit Quarterly Insights - Q4
Tue, Nov 17 @ 11:00 AM - 11:30 AM ET
Join Catalyit’s leadership team for a focused, 30-minute briefing on the trends shaping the independent agency channel.
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
UKON Live Demo
Tue, Jun 2 @ 2:00 PM - 3:00 PM ET
Learn how independent agencies can turn cyber into repeatable revenue with UKON's Cyber Practice Leadership framework.
Qumis Live Demo
Tue, Jun 9 @ 2:00 PM - 3:00 PM ET
Analyze policies faster, find coverage gaps, and scale expertise across your agency without adding headcount using Qumis.
2026 State of Tech Report Insights
Wed, Jun 10 @ 11:00 AM - 12:00 PM ET
Join the Catalyit team as we break down insights from the 2026 State of Tech Report, discuss emerging trends, and explore the practical steps agencies can take to improve their technology strategy.
Before You Buy AI: What Every Agency Must Do First
Thu, Jun 18 @ 2:00 PM - 3:00 PM ET
Find out what you can do today, before touching a single AI tool, to position your agency for outsized results.
Separate Process from Service Before You Can't
Tue, Jun 23 @ 2:00 PM - 3:00 PM ET
Agency economics have changed. Learn how separating process from service drives better margins, higher retention, and less burnout – before it's done for you.
Core Commissions Live Demo
Tue, Jun 30 @ 2:00 PM - 3:00 PM ET
Still building commission reports manually? Join Core Commissions for a live demo of the 5 reports every agency needs for faster, more accurate commission management.
Obsess Over One Number: The Cost Per Transaction
Tue, Jul 21 @ 2:00 PM - 3:00 PM ET
Agency costs are up. Revenue share is flat. Learn what independent agencies should actually be measuring and how the Cost Per Transaction changes everything.
From Surviving to Thriving: How Real Agencies Are Making AI Work Across Their Business
Tue, Jul 28 @ 2:00 PM - 3:00 PM ET
Most agencies have tried AI. Few have made it stick. Join Outmarket's live session to see what cross-functional AI adoption actually looks like in practice.
Gaya Live Demo
Tue, Aug 11 @ 2:00 PM - 3:00 PM ET
Still retyping client data for every quote? See how Gaya eliminates manual entry across carrier portals, raters, and your AMS in this live demo.
Catalyit Quarterly Insights - Q3
Tue, Aug 18 @ 11:00 AM - 11:30 AM ET
Join Catalyit’s leadership team for a focused, 30-minute briefing on the trends shaping the independent agency channel.
Service Center by b atomic Live Demo
Tue, Aug 25 @ 2:00 PM - 3:00 PM ET
Service costs eat 60% of agency expense. Join us for a live demo of Service Center, the industry's first service platform built to solve processing, capacity, and margin challenges for good.
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.
