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Catalyit Tools
Tech Assessment
Getting tech to work for you begins with understanding where you are, where you need to be, and how to bridge that gap.
Catalyit Success Journey™
Technology changes and evolves, just like you. The Catalyit Success Journey gives you the tech roadmap.
Tech Stack Survey
With the right tech, your agency will thrive. Find out what tools. integrations, processes and data agencies are using to maximize profits.
Featured TechSelectors
Know what features you're looking for but not sure which solution is right for you? Narrow down your options with the Catalyit TechSelector™ tool.
Cybersecurity Tools
Catalyit + Trava
Leverage these exclusive tools to better understand your clients' cyber liabilities and strengthen your cyber liability insurance quoting process.
Catalyit + defend-id
Give your agency an edge in this hard market and offer ID Theft Protection to your clients.
Just released: Digital Payments TechSelector
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Solution Providers
Solution Provider Index
View all Solution Providers on the Catalyit platform.
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Submit a review so your peers can learn from your experience with a Solution Provider and make more informed decisions.
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Partner Spotlight
- AgentSync
- Applied Systems
- Archway Computer
- BlueZone Cyber Solutions
- BrightFire
- CyberFin
- defend-id
- DONNA
- Dyad
- Experience.com
- GAIL by LULA
- HawkSoft
- Informer by Entrinsik
- Insu serve-1
- Levitate
- NowCerts
- PayMyPremiums
- Rhodian Group
- SALT
- Simply Easier Payments
- Trava
- RPost
- Vertafore
- Xanatek
- Solution Provider Index
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Featured Resources
TechTips Articles
Stay up-to-date on the latest industry trends and improve your productivity with Catalyit TechTips!
On-Demand Vault
Watch Catalyit Hot Topics, Live Demos, and other webinars on-demand.
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- Consulting
New Offerings
Vertafore PL Consulting
Our Vertafore Personal Lines Consulting packages include optimized integrations for QQCatalyst, AgencyZoom, and PL Rating.
EZLynx Retention Center Course
Are you an agency using EZLynx but not taking full advantage of its powerful Retention Center? Take our 5-week course.
Not Sure Where to Start?
Catalyit Consulting
From small to large projects, new tech to process improvement with existing tech, productivity to customer experience and profit, we've got your back.
Need one-on-one help?
QUICK STATS
- Product: HATS by Total CSR, Ask Ellie
- The insurance industry’s first and only agency development platform. Hire smarter. Train faster. Amplify your growth.
- Headquarters: 27042 Towne Centre Dr, Ste 120, Foothill Ranch, California, 92610, United States
- Website: totalcsr.com
- Contact: [email protected]
- Area of Operation: USA and Canada
- # of Employees: 20+
- Core Biz: Hiring Assessments, Training, AI powered Insurance Knowledge
- # of Agency Customers: 2500
- # of Unique Products: 4
- What category best fits your products? Education and Training, Chatbots, Hiring Assessments
- Partnerships: Applied Client Network, Vertafore, other network and carrier partners
- How does your solution help independent agents/brokers? Our platform solves the most critical challenges faced by agency owners. We offer efficient, engaging, and practical training solutions that significantly accelerate onboarding processes, upskill existing staff, and seamlessly bridge generational divides. Our approach is not only effective but also significantly enhances productivity. We also provide AI powered assistance that answers complex coverage questions, generates marketing copy and more.
- Are you willing to offer discounted services to our subscribers? Yes. We offer a 15% discount for Catalyit customers.
Solution: Total CSR
Total CSR is the insurance industry’s first and only agency training and development platform.
- Hire: Find, evaluate, and hire top tier talent with our application tracking system.
- Assess: Determine your existing staff’s positional compatibility and current insurance expertise.
- Train: Enroll new and experienced staff in a variety of comprehensive insurance and career development courses – you can even build your own!
- Support: Ask Ellie! The insurance industry’s favorite elephant is your staff’s quick access resource library to their daily insurance questions.
Watch this short video to learn more about Total CSR!
Ask Ellie is the Swiss Army Knife of A.I. for Agencies!
Here’s just some of what she can do:
- Insurance Expertise: Answers complex insurance questions quicker than you can say “Is that even covered?”
- Marketing Mastery: Crafts top-notch e-mails/content so you don’t have to wrestle with the creative monster.
- Leadership Support: Acts like a secret leadership manual, minus the boring parts.
- Microsoft Office Mastery: Like getting a degree in Office without stepping into a classroom.
- Customer Service Excellence: Solves challenging client issues for even your most difficult clients.
Watch this short demo to see Ellie in action!
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