Modernize Your Agency, Maximize Your Profits
1
ASSESS
Your Technology
Quickly identify strengths and weaknesses in your agency’s tech stack with our simple assessment.
2
GET
a Personalized Plan
We analyze your results to create a tailored roadmap for growth.
3
GROW
Your Business
Implement our recommendations to streamline your operations and boost your bottom line.
Reaching your agency's full potential requires using the right technology.
Catalyit can help with that.
- AMS
- CRM
- Training
- Cybersecurity
- Agency Processes & SOPs
- HR & Organizational Workforce
- Agency Valuation
Management System Services
Catalyit offers expert guidance to help insurance agencies select and optimize their management systems. Whether you need assistance with choosing the right system, evaluating current usage, or a complete system buildout, our tailored consulting ensures that your agency maximizes efficiency and functionality.
- Assistance Selecting Management System: $375
- Guided Management System Evaluation & Selection: $1,070
- Management System Usage Evaluation Assessment: $375
- Management System Buildout (project costs will vary)
Let’s Talk
CRM Services
Catalyit provides specialized consulting to help agencies choose and optimize their customer relationship management systems. From initial selection and guided evaluations to assessing current usage or building out a custom CRM, our services are designed to enhance client interactions and improve overall efficiency.
- Assistance Selecting CRM: $375
- Guided CRM Evaluation & Selection: $1,070
- CRM Usage Evaluation Assessment: $375
- CRM Buildout (project costs will vary)
Let’s Talk
Training (Virtual or On-Site)
Catalyit offers in-depth, virtual or on-site sessions designed to equip your agency staff with the skills needed to master a variety of Solution Providers. Whether you’re looking for comprehensive full-day training or targeted hourly sessions, we provide flexible options to ensure your team is fully prepared to maximize your technology investments.
- Daily Rate (7 hours): $1,750 + travel & expenses
- Hourly Rate: $250 + travel & expenses
Let’s Talk
Cybersecurity Services
Safeguard your agency with a thorough analysis and evaluation of your current cybersecurity measures. We will assess vulnerabilities and provide recommendations to enhance your system’s protection.
- Cybersecurity Analysis & Evaluation: $375
Let’s Talk
Agency Processes & SOPs
Ensure your agency operates smoothly and efficiently. We offer a detailed review and evaluation of your current Standard Operating Procedures (SOPs), or we can assist in developing and implementing new SOPs to streamline workflows and enhance productivity.
- Agency SOP Review & Evaluation: $375
- Agency SOP Development & Implementation: $1,750
Let’s Talk
HR & Organizational Workforce Strategy
Our HR & Organizational Workforce Strategy consulting service focuses on ensuring you have the right people in the right roles to drive your agency’s success. Through Kolbe Staff Assessments, our Virtual Experience Package, and our Premier Hiring Package, we help optimize your workforce and streamline your hiring processes to enhance team performance and organizational effectiveness.
- HR & Organizational Workforce Strategy Services: Starting at $1,750
Let’s Talk
Agency Valuation
Our Agency Valuation consulting service provides a comprehensive evaluation of your agency, analyzing your book of business, operational processes, and revenue streams. This in-depth assessment will help you understand the potential market value of your agency, empowering you to make informed decisions about future sales or growth strategies.
- Agency Valuation: Starting at $5,250
Let’s Talk
AMS
Management System Services
Catalyit offers expert guidance to help insurance agencies select and optimize their management systems. Whether you need assistance with choosing the right system, evaluating current usage, or a complete system buildout, our tailored consulting ensures that your agency maximizes efficiency and functionality.
- Assistance Selecting Management System: $375
- Guided Management System Evaluation & Selection: $1,070
- Management System Usage Evaluation Assessment: $375
- Management System Buildout (project costs will vary)
CRM
CRM Services
Catalyit provides specialized consulting to help agencies choose and optimize their customer relationship management systems. From initial selection and guided evaluations to assessing current usage or building out a custom CRM, our services are designed to enhance client interactions and improve overall efficiency.
- Assistance Selecting CRM: $375
- Guided CRM Evaluation & Selection: $1,070
- CRM Usage Evaluation Assessment: $375
- CRM Buildout (project costs will vary)
Training
Training (Virtual or On-Site)
Catalyit offers in-depth, virtual or on-site sessions designed to equip your agency staff with the skills needed to master a variety of Solution Providers. Whether you’re looking for comprehensive full-day training or targeted hourly sessions, we provide flexible options to ensure your team is fully prepared to maximize your technology investments.
- Daily Rate (7 hours): $1,750 + travel & expenses
- Hourly Rate: $250 + travel & expenses
Cybersecurity
Cybersecurity Services
Safeguard your agency with a thorough analysis and evaluation of your current cybersecurity measures. We will assess vulnerabilities and provide recommendations to enhance your system’s protection.
- Cybersecurity Analysis & Evaluation: $375
Agency Processes & SOPs
Agency Processes & SOPs
Ensure your agency operates smoothly and efficiently. We offer a detailed review and evaluation of your current Standard Operating Procedures (SOPs), or we can assist in developing and implementing new SOPs to streamline workflows and enhance productivity.
- Agency SOP Review & Evaluation: $375
- Agency SOP Development & Implementation: $1,750
HR & Organizational Workforce
HR & Organizational Workforce Strategy
Our HR & Organizational Workforce Strategy consulting service focuses on ensuring you have the right people in the right roles to drive your agency’s success. Through Kolbe Staff Assessments, our Virtual Experience Package, and our Premier Hiring Package, we help optimize your workforce and streamline your hiring processes to enhance team performance and organizational effectiveness.
- HR & Organizational Workforce Strategy Services: Starting at $1,750
Agency Valuation
Agency Valuation
Our Agency Valuation consulting service provides a comprehensive evaluation of your agency, analyzing your book of business, operational processes, and revenue streams. This in-depth assessment will help you understand the potential market value of your agency, empowering you to make informed decisions about future sales or growth strategies.
- Agency Valuation: Starting at $5,250
No Project Is Too Big or Small
Monthly Packages
Hourly Packages
Our monthly consulting service offers you dedicated and recurring consulting time each month, along with ongoing email support, to help you effectively manage your tech stack. We provide expert guidance to ensure all your technology solutions run smoothly, enabling your agency to operate efficiently and adapt to changing needs.
1 Hour Monthly
$350/mo.
2 Hours Monthly
$600/mo.
Hire Catalyit and stop wasting time trying to solve your agency's technology needs alone.
Let us guide you so you can focus on your clients, grow your business, keep up with competitors, and add value to your agency.
Our Consulting Team
Steve Anderson
Steve Anderson
Ricka Anderson
Ricka Anderson
Matt Banaszynski
Matt Banaszynski
Dana Beals
Dana Beals
Mallory Cornell
Mallory Cornell
Mitchell DeHaven
Mitchell DeHaven
Angela Ford
Angela Ford
Kayla Gordon
Kayla Gordon
Lori Heemstra
Lori Heemstra
Casey Nelson
Casey Nelson
Mark Parrish
Mark Parrish
Marit Peters
Marit Peters
Carie Ann Roach
Carie Ann Roach
George Robertson
George Robertson
Jason Sabo
Jason Sabo
Cindy Scharf
Cindy Scharf
Ryan Smith
Ryan Smith
Michael Trouillon
Michael Trouillon
