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
*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
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.
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
Do it yourself (with a bit of help)
- 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.
- Agency selects the platform.
Cost: $2,000
Do it with you
- 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.
- Agency selects the platform.
Cost: $2,000 setup fee + $150 per user
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 agreement on behalf of the agency with vendors.
- Agency selects the platform.
- Create an implementation plan
Cost: $5,000 setup + $250 per user
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 $2,000
- Virtual Experience Package $1,195
- Premier Hiring package $3,495
Are you at risk?
- Cyber, MFA & Disaster Recovery
- Remote Work Policies
- Mobile Policies
- Back-up Retention and Device Management
Are you reaching your customers and turning leads into profits?
- Recommendations for Website Building/Evaluation/Updating
- SEO and analytics review and best practices
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
Semi-Annual: $2,500 Annual Fee
Quarterly: $1,500 Setup Fee + 4 quarterly payments of $400
Monthly $1,500 Setup Fee + 12 monthly payments of $400
Your Catalyit Consultants
Steve Anderson
Steve Anderson
Angela Ford
Angela Ford
Carey Wallace
Carey Wallace
Cindy Scharf
Cindy Scharf
Dana Beals
Dana Beals
Dustin Wambsgans
Dustin Wambsgans
George Robertson
George Robertson
Jason Sabo
Jason Sabo
Mallory Cornell
Mallory Cornell
Marit Peters
Marit Peters
Mark Parrish
Mark Parrish
Matt Banaszynski
Matt Banaszynski
Mitchell DeHaven
Mitchell DeHaven
Steve Anderson
Steve Anderson
Organizational & Workforce Strategy
Marit Peters
Marit Peters
Jason Sabo
Jason Sabo
Carey Wallace
Carey Wallace
Agency Management Systems & Operations
Angela Ford
Angela Ford
Mallory Cornell
Mallory Cornell
George Robertson
George Robertson
Dana Beals
Dana Beals
Digital Transformation & Technology Specialists
Tara Mitchell
Tara Mitchell
Matt Banaszynski
Matt Banaszynski
Mark Parrish
Mark Parrish
Sales & Marketing Specialists
Dustin Wambsgans
Dustin Wambsgans
Mitchell DeHaven
Mitchell DeHaven
Let's chat.
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Email: [email protected]
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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.