Consulting

One-on-one help from industry experts

We handle the tech so you can focus on insurance.

The beauty in Catalyit Consulting is that our team of experts is available to help you discover, evaluate, select, and implement the right technology individually.

From small to large projects, new tech to process improvement with existing tech, productivity to customer experience and profit, we've got your back.

How we can help

*Consulting hours are billed at $225 per hour
**Consulting agreements are a minimum of 10 hours per month for a duration of 6 months

Package Pricing

Coming Soon

Consulting

Pre-Built Package

$2,250

per month
for 6 months

Consulting

Custom Package

Contact
Us

Your agency is unique, and so are your needs. 

When we chat, we’ll determine the challenges Catalyit will help you solve first. We’ll put together a plan with the perfect mix of team members and get to work.

Here are a few thought-starters on how we help agencies.

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

Our experts can help with:

  • Technology Initiative Roadmapping
  • Technology Selection
  • Technology Implementation
  • Technology Expansion/Improvement
  • Website Building/Evaluation/Updating
  • Workflows
    • Evaluation of current workflows
    • Assess for increased efficiency
    • Review opportunities for automation
  • Agency operational reporting, data and analytics
  • Agency valuation
    • Tech stack review
    • Acquisition value inventory
  • Cyber, MFA & Disaster Recovery
Our experts will:
  • Perform a needs analysis
    • Review your current AMS
    • Identify critical features
    • Wishlist of options from all departments
  • Develop a key functionality and features checklist
  • Evaluate additional AMS options
    • Schedule and represent agency on AMS demo calls
    • Compare functions and cost
    • Advise on “best fit”
Our experts will:
  • Review your current AMS
    • Review features offered in current AMS
    • Evaluate usage of AMS
    • Review and revise workflows to better utilize AMS
    • Develop and deploy plan to maximize current AMS capabilities
    • Review and advise on additional tech that will expand AMS value
  • Technology Evaluation (explore here)

  • À La Carte Services (explore here)

  • AMS Selection (explore here)

  • AMS Implementation (explore here)

Let's chat.
Share your info & we'll contact you...

Questions?

The form 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: consulting@catalyit.com

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.