Catalyit Consulting

Accelerate Your Agency with Knowledgeable Tech Guidance

Modernize Your Agency, Maximize Your Profits

1

ASSESS
Your Technology

Quickly identify strengths and weaknesses in your agency’s tech stack with our simple assessment.

2

GET
a Personalized Plan

We analyze your results to create a tailored roadmap for growth.

3

GROW
Your Business

Implement our recommendations to streamline your operations and boost your bottom line.

Ready to Streamline Your Agency?

Browse our menu of available consulting services. Any project can be customized to your agency's specific needs.

Management System Services

Catalyit offers expert guidance to help insurance agencies select and optimize their management systems. Whether you need assistance with choosing the right system, evaluating current usage, or a complete system buildout, our tailored consulting ensures that your agency maximizes efficiency and functionality.

2+ Hours
$375+
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CRM Services

Catalyit provides specialized consulting to help agencies choose and optimize their customer relationship management systems. From initial selection and guided evaluations to assessing current usage or building out a custom CRM, our services are designed to enhance client interactions and improve overall efficiency.

2+ Hours
$375+
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Training (Virtual or On-Site)

Catalyit offers in-depth, virtual or on-site sessions designed to equip your agency staff with the skills needed to master a variety of Solution Providers. Whether you're looking for comprehensive full-day training or targeted hourly sessions, we provide flexible options to ensure your team is fully prepared to maximize your technology investments.

Daily or Hourly
$250-$1,750 + travel & expenses
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Cybersecurity Services

Safeguard your agency with a thorough analysis and evaluation of your current cybersecurity measures. We will assess vulnerabilities and provide recommendations to enhance your system's protection.

2 Hours
$375
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Agency Processes & SOPs

Ensure your agency operates smoothly and efficiently. We offer a detailed review and evaluation of your current Standard Operating Procedures (SOPs), or we can assist in developing and implementing new SOPs to streamline workflows and enhance productivity.

2-10 Hours
$375-$1,750
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Agency Valuation

Our Agency Valuation consulting service provides a comprehensive evaluation of your agency, analyzing your book of business, operational processes, and revenue streams. This in-depth assessment will help you understand the potential market value of your agency, empowering you to make informed decisions about future sales or growth strategies.

Approx. 30 Hours
$5,250+
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HR & Organizational Workforce Strategy

Our HR & Organizational Workforce Strategy consulting service focuses on ensuring you have the right people in the right roles to drive your agency's success. Through Kolbe Staff Assessments, our Virtual Experience Package, and our Premier Hiring Package, we help optimize your workforce and streamline your hiring processes to enhance team performance and organizational effectiveness.

10+ Hours
$1,750+
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Consulting Packages

No Project Is Too Big or Small

Monthly Packages

Our monthly consulting service offers you dedicated and recurring consulting time each month, along with ongoing email support, to help you effectively manage your tech stack. We provide expert guidance to ensure all your technology solutions run smoothly, enabling your agency to operate efficiently and adapt to changing needs.

1 Hour Monthly
$350
/month
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2 Hours Monthly
$600
/month
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Hourly Packages

Our hourly packages allow you to purchase blocks of time that can be utilized for customized tech consulting and training tailored to your agency's specific needs. Whether you require assistance with a particular project or ongoing training for your team, our flexible packages provide the resources necessary to enhance your technology capabilities and optimize your operations.

2 Hours
$375
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6 Hours
$1,070
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10 Hours
$1,750
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Hire Catalyit

Stop wasting time trying to solve your agency's technology needs alone.

Let us guide you so you can focus on your clients, grow your business, keep up with competitors, and add value to your agency.

Our Team

Casey Nelson_circle
Casey Nelson
Automation Integrations & Workflows
Angela-Ford
Angela Ford
Processes, Automation & Agency Ops
Steve Anderson_circle
Steve Anderson
Co-founder & Generalist
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Ricka Anderson_circle
Ricka Anderson

AMS, Agency Ops & Workflows

Matt Banaszynski
Matt Banaszynski

Digital Transformation

Dana Beals_square
Dana Beals

Applied Epic & Agency Ops

Mallory Cornell_circle
Mallory Cornell

Agency Ops

Mitchell DeHaven
Mitchell DeHaven

CRM & Marketing Automation

Kayla Gordon_circle
Kayla Gordon

Salesforce

Lori Heemstra_circle
Lori Heemstra

Agency Ops & Workflows

Mark Parrish_circle
Mark Parrish

Evaluation & Implementation

Marit Peters_circle
Marit Peters

Organizational Culture & Strategic Planning

Carie Ann Roach_circle
Carie Ann Roach

Automation & Workflows

George Robertson
George Robertson

Tech Selection

Jason Sabo
Jason Sabo

Workforce Strategy

Ryan Smith_circle
Ryan Smith

Cybersecurity, IT & Data Security Compliance

Michael Trouillon_circle
Michael Trouillon

AMS360

Scott Wingo_new circle
Scott Wingo

Automation Workflows & Integrations