Virtual Technology Leadership for Your Agency
Tech guidance and decision support, without the full-time expense.
Technology decisions never stop.
New vendors appear
Systems change
Workflows evolve
Gaps and risks go unmanaged
Automation opportunities emerge
Costs quietly increase
But most agencies do not have a dedicated technology leader guiding those decisions.
Virtual Technology Leadership for Your Agency
The big picture: Ongoing guidance so your agency always has an experienced technology advisor.
How it works: We act as your virtual tech leader, helping evaluate vendors, improve workflows, and execute your strategy over time.
Why it matters: Get senior-level tech leadership without hiring a full-time CTO.
What You Receive
A Catalyit advisory relationship gives your agency ongoing technology leadership, including:
Guidance on vendor and technology decisions
Technology roadmap planning and adjustments
Oversight of key technology initiatives
Strategic input for leadership decisions
Workflow improvement recommendations
Instead of reacting to problems, your agency gains consistent strategic guidance.
Advisory Retainer Options
Agencies vary widely in size and complexity. We offer three advisory tiers to fit your needs.
Tier 1: Tech Coach
Virtual Technology Advisor
Best For: Smaller to mid-size agencies that want trusted guidance – without a full-time tech leader.
What You Get:
- 1 strategy call/month (45–60 min)
- Email/Slack access for quick questions (vendors, workflows)
- Light roadmap oversight + adjustments
Focus: Strategic guidance, not execution.
Not Included:
- Project management
- System setup/configuration
(Available separately)
Investment:
- Starting at $1,749/mo
-
~6–9 hours of advisory time/month
Tier 2: Growth Partner
Technology Strategy Partner
Best For: Agencies actively evolving their tech stack – new systems, team growth, or major initiatives.
What You Get:
- 2 strategy calls/month (45–60 min each)
- Participation in key vendor meetings (selections, QBRs, changes)
- Active roadmap oversight + prioritization
- Light project steering for teams and vendors
Focus: Strategic leadership + deeper involvement
Not Included:
- Day-to-day project management
(We guide. Your team or vendors execute.)
Investment:
- Starting at $2,999/mo
-
~12-18 hours of advisory time/month
Bottom Line: Our most common tier for agencies making meaningful tech changes.
Tier 3: Strategic Partner
Fractional CTO Leadership
Best For: Larger or more complex agencies that need consistent, senior-level tech leadership.
What You Get:
- Standing strategy sessions with leadership (monthly or biweekly)
- Active involvement in major initiatives (core systems, digital transformation)
- Vendor portfolio oversight + investment prioritization
- Technology governance guidance (standards, policies, frameworks)
Focus: Executive-level leadership + decision support
Investment:
- Starting at $5,499/mo
- ~20-28 hours of advisory time/month
Bottom Line: CTO-level leadership, without the full-time cost.
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.