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

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

Do you have the right people doing the right things?

• Kolbe Staff Assessments
• Virtual Experience Package
• Premier Hiring package

Are you at risk?

• Cyber, MFA & Disaster Recovery
• Remote Work Policies
• Mobile Policies
• Back-up Retention and Device Management

Do you know what your agency is worth and how technology can help?

• Tech stack review
• Acquisition value inventory

Is your staff functioning efficiently and leveraging technology for best practices?

• Evaluation of current workflows
• Assess for increased efficiency
• Review opportunities for automation

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

Our experts can help with:

• Technology Initiative Roadmapping
• Technology Selection
• Technology Implementation
• Technology Expansion/Improvement
• Website Building/Evaluation/Updating
• Agency operational reporting, data and analytics
• Cyber, MFA & Disaster Recovery