Consulting

One-on-one help from industry leaders

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

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

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

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. 
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Ricka Anderson headshot

Ricka Anderson

AMS, Agency Ops & Workflows

Ricka Anderson

With more than 30 years of experience, Ricka has a passion for helping agencies utilize their AMS to its fullest potential while connecting the dots between sales, service, and accounting needs.
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.
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.
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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.
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Mitchell DeHaven

Mitchell DeHaven

CRM & Marketing Automation

Mitchell DeHaven

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

Angela Ford

Processes, 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.
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Kayla Gordon

Kayla Gordon

Salesforce

Kayla Gordon

With nearly a decade of hands-on experience and double certification as a Salesforce Administrator, Kayla has expertise in the unique needs of insurance agencies and an in-depth understanding of market demands.
Lori Heemstra headshot

Lori Heemstra

Agency Ops & Workflows

Lori Heemstra

Lori has over 30 years of experience and possesses strong hands-on proficiency with agency operations, training, E&O loss control, streamlining workflows, and optimizing the use of agency tech.

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.
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.
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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.
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Jason Sabo

Jason Sabo

Workforce Strategy

Jason Sabo

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

Cindy Scharf

Agency Ops & Workflows

Cindy Scharf

With 30 impressive years in the industry, Cindy has a passion for crafting efficient agency operations workflows, uncovering internal growth opportunities, and developing agency action plans.
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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.
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Let's chat!
Click below to schedule time with Mark.

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.

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