Comprehensive Agency Tech Audit
Get Clarity on Your Agency’s Technology
Technology should make your agency faster, more efficient, and easier to run.
But many agencies struggle with:
Tools that don’t integrate
Duplicate data entry across systems
Limited reporting and visibility
Inconsistent workflows between staff
Technology decisions driven by vendors instead of strategy
The Comprehensive Tech Audit
The big picture: Step back and understand your full technology environment before making major decisions.
What we do: Document how your agency actually operates today and deliver a clear, prioritized roadmap.
Important: This is strategy and planning, not implementation.
Our goal: Help leadership answer three questions –
What technology do we already have?
Where are we losing time or creating risk?
What should we improve first?
What You Receive
Every Tech Audit includes four core deliverables:
Technology & Workflow Assessment
We review how your technology actually supports daily operations, including:
- Core systems
- Integrations across your tech stack
- Key agency workflows
Detailed Assessment Report
You receive a structured report outlining:
- Your current technology environment
- Operational gaps and risks
- Workflow inefficiencies
Prioritized Technology Roadmap
We deliver a roadmap for the next 12–24 months outlining what your agency should improve first. Includes:
- Business impact
- Implementation complexity
- Suggested timing
Leadership Strategy Session
We review the findings with leadership to:
- Walk through recommendations
- Discuss priorities and trade-offs
- Identify the first actions to take
Choose the Audit That Fits Your Agency
Agencies vary widely in size and complexity. We offer two audit options.
Small Agency Tech Audit
Best for agencies with 15 or fewer employees and a single location.
Common challenges include:
- Manual processes
- Duplicate entry across systems
- Inconsistent workflows
- Underused system features
This audit focuses on improving efficiency and building a clear technology strategy.
Starting at $2,999
Mid / Large Agency Tech Audit
Best for agencies with multiple locations, departments, or complex operations.
Common challenges include:
- Multiple AMS or CRM environments
- Siloed departments and workflows
- Complex system integrations
- Growth through acquisitions
This audit provides a deeper operational and technology strategy review.
Starting at $5,999
Your Tech Stack Doesn’t Have to Be a Mystery
We’re here to make it clear.
Every day, independent insurance agents like you face the daunting task of managing a complex technology stack. It can be overwhelming, but Catalyit Consulting is here to help. Our consulting and coaching services are designed to guide you through understanding, building, or fixing your tech stack. With our expertise, you'll unlock the full potential of your tools, leading to enhanced efficiency, improved customer experiences, and ultimately, greater profitability. Let us help you transform your tech challenges into opportunities for growth.