Consulting

One-on-one help from industry leaders

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)

Your Catalyit Consultants

Steve Anderson

Steve Anderson

Co-founder/CEO

Steve Anderson

What can we say about Steve...he is a tech guru. His depth of knowledge and experience in this industry is unmatched. 
Read Bio

Organizational & Workforce Strategy

Marit Peters

Marit Peters

Organizational Culture & Strategic Planning

Marit Peters

Marit believes people are the true heartbeat of every company. She can help leaders understand employee strengths and give them the opportunity to engage and be part of the solution.
Read Bio
Jason Sabo

Jason Sabo

Workforce Strategy

Jason Sabo

Sales, operational & workforce, strategic and financial management strategies are Jason's jam.
Read Bio

Carey Wallace

Valuation & Planning

Carey Wallace

Agencies invest in tech, human resources, marketing & sales to compete and grow. Carey can help you weigh those investments their impact on your value & future.
Read Bio
Marit Peters

Marit Peters

HR & Strategic Planning

Mallory understands that each agency is unique. No matter how big or small, she’ll help agencies improve operations, enhance customer experience, and mitigate E&O risk.

Jason Sabo

Workforce STRATEGY

Sales, operational & workforce, strategic and financial management strategies are Jason’s jam.

Carey Wallace

VALUATION & PLANNING

Agencies invest in tech, human resources, marketing & sales to compete and grow. Carey can help you weigh those investments their impact on your value & future.

Agency Management Systems & Operations​

Angela Ford

Angela Ford

Process, Automation & Agency Ops

Angela Ford

Evaluating and improving processes, existing workflows is where Angela shines. She'll help with efficiency while uncovering potential E&O areas and GAPs within the business.
Read Bio

Mallory Cornell

Agency Ops

Mallory Cornell

Mallory understands that each agency is unique. No matter how big or small, she'll help agencies improve operations, enhance customer experience, and mitigate E&O risk.
George Robertson

George Robertson

Tech Selection

George Robertson

George has been in the agency tech space for over 20 years. He masterfully helps agencies discover and select technology.
Dana Beals

Dana Beals

Applied Epic AMS & Agency Ops

Dana Beals

Dana is your go-to for all things Applied Epic: migration assistance, optimization, process/workflow review, training and more.
Read Bio

Angela Ford

Process, Automation & Agency Ops

Evaluating and improving processes, existing workflows is where Angela shines. She’ll help with efficiency while uncovering potential E&O areas and GAPs within the business.

Mallory Cornell

agency ops

Mallory understands that each agency is unique. No matter how big or small, she’ll help agencies improve operations, enhance customer experience, and mitigate E&O risk.

George Robertson

Tech Selection

George has been in the agency tech space for over 20 years. He masterfully helps agencies discover and select technology.

Dana Beals

Dana Beals

Applied EPIC
AMS & Agency Ops

Dana is your go-to for all things Applied Epic: migration assistance, optimization, process/workflow review, training and more.

Digital Transformation & Technology Specialists​

Tara Mitchell

Tara Mitchell

Digital Transformation & Technology Roadmaps

Tara Mitchell

Throughout her insurance career, as a seasoned IT specialist, Tara has led the charge in driving digital transformation and business growth through innovation and the implementation of technology.
Read Bio
Matt Banaszynski

Matt Banaszynski

Digital Transformation

Matt Banaszynski

When you need to understand and leverage InsurTech, Matt's a go-to. He'll help you turn thoughts and goals into a strategic plan.

Mark Parrish

Evaluation & Implementation

Mark Parrish

The king of insurance industry cloud computing before anyone new the term. Mark thrives in selection, process, and implementation.
Tara Mitchell

Tara Mitchell

Digital Transformation & Technology Roadmaps

Throughout her insurance career, as a
seasoned IT specialist, Tara has led the charge in driving digital transformation and business growth through innovation and the implementation of technology.

Matt Banaszynski

Digital transformation

When you need to understand and leverage InsurTech, Matt’s a go-to. He’ll help you turn thoughts and goals into a strategic plan.

Mark Parrish

Evaluation & Implementation

The king of insurance industry cloud computing before anyone new the term. Mark thrives in selection, process, and implementation. 

Sales & Marketing Specialists

Dustin Wambsgans

Dustin Wambsgans

Sales & Insurance Ops

Dustin Wambsgans

Dustin is a results-driven agency consultant successful in sales management, competitive analysis, and operational management. He capitalizes on new trends and technologies to boost business initiatives and reach sales objectives.
Read Bio
Mitchell DeHaven

Mitchell DeHaven

CRM & Marketing Automation

Mitchell DeHaven

Veruna? Salesforce? Getting the most out of your CRM, Mitchell has insights to help.
Dustin Wambsgans

Dustin Wambsgans

Sales & Insurance Ops

Veruna? Salesforce? Getting the most out of your CRM, Mitchell has insights to help.

Mitchell Dehaven

CRM | Marketing Automation

Veruna? Salesforce? Getting the most out of your CRM, Mitchell has insights to help.

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.

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