Catalyit Consulting

Take Control of Your Agency Technology Tools

Are you struggling to make sense of your technology?

Transform your tech stack into a powerful asset

Gain peace of mind with expert guidance

Enjoy tailored solutions by industry insiders

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Don’t Let Technology Hold You Back

What happens when your tools don’t work together?

  • Increased operational inefficiencies impact your bottom line
  • Inconsistent customer experiences hurt your reputation
  • Underutilized tools waste your investment
Let's Talk

We Understand Your Unique Challenges

With years of experience in the industry, we can help you navigate your tech landscape.

Casey Nelson Casey Nelson_circle
Casey Nelson
Automation Integrations & Workflows
Angela Ford Angela-Ford
Angela Ford
Processes, Automation & Agency Ops
Carie Ann Roach Carie Ann Roach
Carie Ann Roach
Applied Epic, Automation & Workflows
Steve Anderson_circle
Steve Anderson

Co-founder & Generalist

Steve Anderson
Ricka Anderson_circle
Ricka Anderson

AMS, Agency Ops & Workflows

Matt Banaszynski
Matt Banaszynski

Digital Transformation

Dana Beals_square
Dana Beals

Applied Epic & Agency Ops

Dana Beals
Jennifer-Bejarano-circle
Jennifer Bejarano

Risk Management, Policies & Procedures

Jennifer Bejarano
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Diane Butcher

Momentum by NowCerts

Mitchell DeHaven
Mitchell DeHaven

CRM & Marketing Automation

Kayla Gordon_circle
Kayla Gordon

Salesforce

Lori Heemstra_circle
Lori Heemstra

Agency Ops & Workflows

Mark Parrish_circle
Mark Parrish

Evaluation & Implementation

Marit Peters_circle
Marit Peters

Organizational Culture & Strategic Planning

Marit Peters
George Robertson
George Robertson

Tech Selection

George Robertson
Jason Sabo
Jason Sabo

Workforce Strategy

Jason Sabo
Ryan Smith_circle
Ryan Smith

Cybersecurity, IT & Data Security Compliance

Michael Trouillon_circle
Michael Trouillon

AMS360

Scott Wingo_new circle
Scott Wingo

Automation Workflows & Integrations

Let's Talk

3 Simple Steps to Success

Boost your operational efficiency and profitability effortlessly.

1

Take Our Tech Assessment

Identify current gaps and tech challenges in your agency.

2

Schedule a Call

Discuss tailored solutions with our experts.

3

Get On Track

Implement the right tech strategies for your agency.

Let's Talk

Your Tech Stack Doesn’t Have to Be a Mystery

We’re here to make it clear.

Every day, independent insurance agents like you face the daunting task of managing a complex technology stack. It can be overwhelming, but Catalyit Consulting is here to help. Our consulting and coaching services are designed to guide you through understanding, building, or fixing your tech stack. With our expertise, you'll unlock the full potential of your tools, leading to enhanced efficiency, improved customer experiences, and ultimately, greater profitability. Let us help you transform your tech challenges into opportunities for growth.