We handle the tech so you can focus on insurance.
From small to large projects, new tech to process improvement with existing tech, productivity to customer experience and profit, we've got your back.
The beauty in Catalyit Consulting is that our cultivated team of industry leaders is available to help you discover, evaluate, select, implement, and maximize the right technology individually.
How we can help
Your agency is unique, and so are your needs. When we chat, we can help determine your challenges and put together a plan with the perfect mix of team members.
Not sure which agency management system is right for you?
Do it yourself (with a bit of help)
- The agency completes the AM selection digital course.
- Phone call #1 – A maximum of 60 minutes to help the agency narrow the options to the top three to four.
- The agency contacts the vendors to schedule demos.
- Phone call #2 – A maximum of 60 minutes to help the agency review the proposals and agreements.
- The agency selects the platform.
Do it with you
- The agency completes the AM selection digital course.
- Phone call #1 – A maximum of 60 minutes to help the agency narrow the options to the top three to four.
- Catalyit works with the agency to contact the vendors to schedule demos.
- Catalyit participates in a maximum of 6 demos.
- Phone call #2 – A maximum of 60 minutes to help the agency review the proposals and agreements.
- The agency selects the platform.
Do it for you
- Catalyit works with the Agency to create the selection team.
- Help the agency narrow the options to the top three to four.
- Catalyit works with the agency to contact the vendors to schedule demos.
- Catalyit participates in a maximum of 6 demos.
- Review proposals and agreements.
- Negotiate final agreements on behalf of the agency with vendors.
- The agency selects the platform.
- Create an implementation plan.
Do you need help getting onto a new agency management system?
- Agency completes the AM implementation digital course.
- Phone call #1 – A maximum of 60 minutes to help the agency create a plan to implement the chosen platform.
- Phone call #2 – A maximum of 60 minutes to review the data conversion questions and options.
- Help the agency coordinate with the vendor.
- Phone call #3 – A maximum of 60 minutes to help the agency review and adjust as necessary the final implementation plan.
- Provide support up until the go-live date.
Are you ready to migrate to the cloud?
- Identify your complete tech stack
- Uncover redundancies and waste
- Evaluate utilization of platforms and suggest areas of improvement
- Inspect and enhance processes
- Assist in identifying internal support staff
- Help you uncover goals and develop a roadmap to achieve them
Need help selecting or implementing a CRM for your agency?
Essential Sales Foundation
- Personal Lines Pipeline
- Commercial Lines Sales Pipeline
- Life Insurance Pipeline
- Cross Sell Pipeline
- Retention
- Birthdays & Holidays
- Tags
Includes 2 hours of training & support
Strategic Growth
Everything from the Essential Sales Foundation package, plus:
- Winback Pipeline
- Hiring Pipeline
- Referral Partner Pipeline
- Aged lead prospecting
- Welcome packet setup
- Deluxe new client onboarding
Includes 4 hours of training & support
Ultimate Ecosystem
Everything from the Strategic Growth package, plus:
- Endorsement pipeline
- Billing/pending cancellation
- Claims
- Service request form
- Post binding tasks
- Personal lines renewals
- Commercial lines renewals
- Zapier automation triggers
- Renewal questionnaire form
Includes 6 hours of training & support
Are you at risk?
- Cyber, MFA & Disaster Recovery
- Remote Work Policies
- Mobile Policies
- Back-up Retention and Device Management
Is your staff functioning efficiently and leveraging technology for best practices?
- Evaluation of current workflows
- Assess for increased efficiency
- Review opportunities for automation
Do you have the right people doing the right things?
- Kolbe Staff Assessments
- Virtual Experience Package
- Premier Hiring package
Do you know what your agency is worth and how technology can help?
- Tech stack review
- Acquisition value inventory
Looking to transform your operations with custom Zapier workflows?
- Streamlined client communications
- Automate routine tasks
- Seamless app integrations
Looking for ongoing support?
- 1 hour per month
- 2+ hours per month
- Automated Workflow Management
Catalyit is perfect for insurance agencies that need ongoing help to manage their technology and increase their capacity for new business. Hiring a full-time technology manager (most likely without insurance experience) starts at around $70,000/year. Catalyit will do more for your agency and costs less.
What’s included:
- AMS Maximization
- Tech Stack review and support
- CRM Maximization
- Custom Automated Workflows
- Regular consulting calls
- Website Assistance & Functionality
- Access to Automation R&D
This tech health check will provide an in-depth analysis of each area of current technology in your agency.
Our experts will:
- Identify your complete tech stack
- Uncover redundancies and waste
- Evaluate utilization of platforms and suggest areas of improvement
- Inspect and enhance processes
- Assist in identifying internal support staff
- Help you uncover goals and develop a roadmap to achieve them
lost and don't know where to start?
Take the free Agency Tech Assessment
We know that navigating tech can feel overwhelming. Take our free Tech Assessment to get a clear picture of where you’re at with your technology and where there’s room to grow.
Your Catalyit Consultants
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
Michael Trouillon
Michael Trouillon
Scott Wingo
Scott Wingo
Let's chat!
Click below to schedule time with Casey.
Questions? The appointment request above helps us have the right info to answer your questions. But if you would rather start with an email, feel free to do that too. Email us at [email protected].
Not just tech...
insurance industry tech leaders.
Expertise matters. That's why Catalyit has assembled a team of contributors who specialize in key areas. Not only does this enable great insights on Catalyit.com, it allows one-on-one consulting you can trust.
