Catalyit Guide

Artificial Intelligence

AI made simple: News and insights on smart solutions that assist insurance agents in automating tasks, analyzing data, and improving client service.
Section I: AI Basics
  
Section I

AI Basics

AI is not about replacing people. It is about amplifying what your team can do. AI helps agencies save time, improve client experiences, and strengthen operations.

What is AI?

Artificial intelligence (AI) is technology that learns from data to perform tasks that usually require human intelligence such as reasoning, language understanding, and pattern recognition.

Types of AI Tools

Narrow AI
(Weak AI)

Excels at a single task such as chatbots or recommendation engines.

General AI
(Strong AI)

Still theoretical, would think and reason like a human.

Machine Learning and Deep Learning

Systems that learn from data; deep learning uses neural networks for speech, image, and predictive tasks.

Generative
AI

Creates new content from learned patterns. Examples include ChatGPT and DALL·E.

 Pro Tip

Bookmark this glossary of key AI terms. It'll help as you explore AI across Catalyit.

Go to TechTerms

   
Section II

AI in Insurance

“AI is transforming insurance by automating routine tasks, enhancing risk analysis, and personalizing the customer experience. For agents, it means more efficiency, smarter decision-making, and stronger client relationships. For consumers, it means faster, more tailored insurance solutions that fit their needs seamlessly.”
Casey-Nelson_circle-300x300
Casey Nelson

Director of Consulting

Why it matters

AI helps agencies work smarter, not harder, turn data into decisions, and improve the customer experience.

Real-World Use Cases

Customer Service

Chatbots, virtual assistants, 24/7 client support
Customer Service

Sales and Marketing

Lead scoring, personalization, campaign optimization
Sales and Marketing

Underwriting and Quoting

Predictive models, document processing, risk analysis
Underwriting and Quoting

Operations

Workflow automation, data cleanup, task routing
Operations

Claims and Policy

Fraud detection, document and image recognition, faster processing
Claims and Policy

 Bottom Line

AI is not replacing agents. It is empowering them to focus on what matters most: clients, strategy, and growth.

       
Section III

AI Prompts

  Garbage in, garbage out.

If you want great AI output, start with a great prompt. Clear direction = better results.

The Prompt Structure

Role + Task + Context + Output Format

Role: Tell the AI who it is.
    * Example: “You are a marketing expert for independent insurance agencies.”

Task: Say what you want it to do.
    * Example: “Write a short LinkedIn post promoting a new webinar.”

Context: Add key details or background.
    * Example: “The webinar is about using AI to streamline client communication. The audience is agency owners and operations leaders.”

Output Format: Explain how you want it delivered.
    * Example: “Write in 2–3 sentences, professional tone, clear call to action.”

Complete Example: “You are a marketing expert for independent insurance agencies. Write a short LinkedIn post promoting a webinar about using AI to streamline client communication. The audience is agency owners and operations leaders. Write in 2–3 sentences with a professional tone and a clear call to action.”

 Bottom Line

Combine all four parts for prompts that are precise, consistent, and fast to deliver great results.

    

AI Prompts Agents Are Actually Using

Download The Ultimate AI Prompt Guide for Independent Insurance Agents and save time, drive leads and enhance client communications with these ready-to-go prompts tailored for independent agents.

Download Now
AI prompt guide graphic

Other Prompts to Try:

Game Changer: Create your own with MetaPrompt.com
      
Section IV

AI in Action

Turning AI ideas into results starts with trust, process, and simple first steps. These resources show you how to put AI to work inside your agency.

Check Out:

Set It and Save Time: Why Your ChatGPT Defaults Matter
Screenshot 2025-10-10 at 9.58.22 AM

Set It and Save Time: Why Your ChatGPT Defaults Matter

Optimize your ChatGPT experience by setting custom instructions. Save time and get responses tailored to your needs with personalized defaults. Discover how in just two minutes.

How to Build Team Trust in AI: A Step-by-Step Guide
catalyit.comhubfsAI-Generated MediaImagesThe image depicts a diverse group of professionals gathered around a large conference table engaged in a

How to Build Team Trust in AI: A Step-by-Step Guide

Is your team skeptical about AI? Learn how to turn resistance into readiness with practical steps—from education to small wins—to help your agency embrace AI with confidence.

Build the Foundation First: Why Strong Processes Must Come Before AI
catalyit-comhubfsDouble exposure of business man hand working on blank screen laptop computer on wooden desk as concept-1-1

Build the Foundation First: Why Strong Processes Must Come Before AI

Discover why establishing strong processes is essential before introducing AI and automation to your agency for consistent and effective performance improvement.

AI Myths That Are Slowing Down Your Team
The image depicts a modern office environment bustling with activity In the foreground a diverse group of professionalstwo women and a manare gathered around a sleek conference table engaged in a discussion One woman with curly hair and glasses is an

AI Myths That Are Slowing Down Your Team

AI myths are holding agencies back. This article debunks common misconceptions and shows how small steps with the right tools can boost efficiency and free your team to focus on what matters.

 Pro Tip

Start small, document results, and build confidence with each success.

      
Section V

Cybersecurity, Ethics & Policies

AI brings opportunity, but it also demands responsibility. Protecting client data, maintaining transparency, and setting clear guardrails are non-negotiable for every agency.

Check Out:

What Every Insurance Agency Needs to Know Before Embracing AI
catalyit.comhubfssenior businessman with his team at office. business people group-2

What Every Insurance Agency Needs to Know Before Embracing AI

AI boosts agency efficiency, but it also adds risk. Learn the benefits, potential pitfalls, and how to protect your agency.

AI & E&O Exposure - Managing Innovation with Caution
businessman hand working on laptop computer with digital layer business strategy and social media diagram on wooden desk

AI & E&O Exposure - Managing Innovation with Caution

Agencies should leverage AI to boost performance, but must address E&O risks, secure their data, and rigorously vet vendors. Embrace AI, but do it smart.

The Importance of a Solid AI Cybersecurity Policy
catalyit-comhubfsConceptual digital image of lock on circuit background-1-2

The Importance of a Solid AI Cybersecurity Policy

AI is changing how we work—don’t let cybersecurity fall behind. Learn how to create smart policies, secure tools like ChatGPT and Copilot, and manage AI-related risks.

AI Cybersecurity 101
AI-cybersecurity-graphic-cropped

AI Cybersecurity 101

Rhodian Group, experts in cybersecurity for insurance agencies, breaks down what every agency needs to know in AI & Cybersecurity 101 — an essential guide for safely exploring AI while protecting client data and agency operations.

Cybersecurity in the Age of AI
cybersecurity hacker ai-1-1-1

Cybersecurity in the Age of AI

Artificial intelligence (AI) presents both opportunities and risks to the insurance industry. This recap addresses emerging threats, such as deepfakes, and explores how agencies can safely and effectively utilize AI.

Best Practices for Responsible AI Use

  • Never use a free version of a solution.
  • Ask vendors about data storage, access, and deletion policies.
  • Ensure AI tools meet your agency’s compliance standards.
  • Avoid bias: review and validate AI-generated outputs.
  • Protect client information and never paste personally identifiable information (PII) into open tools.
  • Establish internal AI guidelines and regular staff training.

Questions Every Agency Should Ask Before Using AI

  • How is client data stored and protected?
  • Can we audit or review how the AI makes decisions?
  • Does the tool align with industry regulations and carrier requirements?
  • What data does the vendor use to train the AI?
  • Who owns the outputs we create?

 Bottom Line

Ethical and transparent AI use builds trust with your team, clients, and carriers.

       
Section VI

AI Insurance Solutions

Take a closer look at all your available options by visiting their profiles.

AI - Insurance

  • Agency License Compliance
  • Agency Management System
  • Agribusiness Management
  • Benefits Quoting and Management
  • Carrier Submission Management
  • Customer Relationship Management
  • Cybersecurity and IT/MSP
  • Data Analytics
  • Digital Payments and Premium Finance
  • Electronic Signature
  • Marketing and Sales
  • Mobile Apps
  • Online Applications and Forms
  • Outsourcing
  • Phone Systems
  • Quoting Platforms - Commercial
  • Quoting Platforms - Personal
  • Specialty Solutions
  • Training
  • AI - Insurance
  • AI - Personal
1Fort
1Fort

1Fort
by 1Fort

Automate submission, quoting & servicing with AI to save 8 hours/week and close 20% more deals.

Quoting Platforms - Commercial Lines AI

Cara
Cara

Cara
by Oyster Technologies

An AI CSR designed to drive growth for agencies, brokerages, and MGAs

AI Chatbots Outsourcing

Gaya AI
Gaya AI

Gaya AI
by Gaya Technologies

Super-Copy & Super-Paste AI Tool

AI 101 Weston Labs

Informer
Informer

Informer
by Entrinsik

Reporting and analytics platform to help you make more informed, data-driven decisions.

Data Analytics AI

Liberate
Liberate

Liberate
by Liberate

Autonomously resolving 80% of customer calls through AI

Chatbots Outsourcing AI

LinqCo-Pilot
LinqCo-Pilot

LinqCo-Pilot
by Linqura.ai

Smarter Tools. Bigger Profits. Brighter Future.

AI CL Quoting Enhancement 101 Weston Labs

Neural Earth
Neural Earth

Neural Earth
by Neural Earth

AI-powered platform delivering instant property risk analytics and portfolio insights to help agents win and retain clients.

Data Analytics AI

Sonant AI
Sonant AI

Sonant AI
by Sonant AI

AI receptionist for insurance agencies.

Chatbots AI Outsourcing 101 Weston Labs

Adobe Firefly
Adobe Firefly

Adobe Firefly
by Adobe

AI

Agent Co-pilot & AI Studio
Agent Co-pilot & AI Studio

Agent Co-pilot & AI Studio
by Indemn Inc.

AI Chatbots

Agent.ai
Agent.ai

Agent.ai
by Agent.ai

AI

AI-Powered VA & Insurance Agency Optimization
AI-Powered VA & Insurance Agency Optimization

AI-Powered VA & Insurance Agency Optimization
by The Hour.co

Chatbots Outsourcing AI

Brightside
Brightside

Brightside
by Brightside

AI Outsourcing

Canva
Canva

Canva
by Canva

AI

CapCut
CapCut

CapCut
by Bytedance

AI

CertAssist and PolicyPro by LightDoc
CertAssist and PolicyPro by LightDoc

CertAssist and PolicyPro by LightDoc
by LightDoc AI

Outsourcing AI

Chatbase / Custom GPTs
Chatbase / Custom GPTs

Chatbase / Custom GPTs
by Chatbase

AI

ChatGPT
ChatGPT

ChatGPT
by OpenAI

AI

Checkk
Checkk

Checkk
by Checkk AI

Outsourcing AI

Claude
Claude

Claude
by Anthropic

AI

ClickUp
ClickUp

ClickUp
by ClickUp

AI

Coverflow
Coverflow

Coverflow
by Coverflow

AI Outsourcing RPA

Custom AI Solutions
Custom AI Solutions

Custom AI Solutions
by Subterra Technologies

Chatbots AI Specialty Solutions

DeepSeek
DeepSeek

DeepSeek
by DeepSeek

AI

Descript
Descript

Descript
by Descript

AI

Dovetail
Dovetail

Dovetail
by Dovetail

AI

ElevenLabs
ElevenLabs

ElevenLabs
by ElevenLabs

AI

Fathom
Fathom

Fathom
by Fathom

AI

Feedly
Feedly

Feedly
by Feedly

AI

Fetch! Underwriting
Fetch! Underwriting

Fetch! Underwriting
by Fetch! Underwriting Made Easy

AI PL Quoting Enhancement

Fireflies.ai
Fireflies.ai

Fireflies.ai
by Fireflies

AI

Floatbot
Floatbot

Floatbot
by Floatbot.AI

Chatbots AI

Fyxer.ai
Fyxer.ai

Fyxer.ai
by Fyxer

AI

Gemini
Gemini

Gemini
by Google

AI

Grammarly
Grammarly

Grammarly
by Grammarly

AI

Grok
Grok

Grok
by xAI

AI

Insurants
Insurants

Insurants
by Insurants

AI

InsurArc AI
InsurArc AI

InsurArc AI
by ArcBuild

Chatbots AI Marketing Automation & Email Sales Management

Jasper
Jasper

Jasper
by Jasper

AI

Microsoft CoPilot
Microsoft CoPilot

Microsoft CoPilot
by Microsoft

AI

Murf.ai
Murf.ai

Murf.ai
by Murf

AI

NotebookLM
NotebookLM

NotebookLM
by Google

AI

Notion AI
Notion AI

Notion AI
by Notion

AI

OpusClip
OpusClip

OpusClip
by Opus

AI

Otter.ai
Otter.ai

Otter.ai
by Otter

AI

Outmarket
Outmarket

Outmarket
by Outmarket AI

Data Analytics AI Carrier Submission Management

Perplexity
Perplexity

Perplexity
by Perplexity

AI

Podium
Podium

Podium
by Podium

Lead Generation Marketing Automation & Email Chatbots Reputation Management AI

ProNavigator
ProNavigator

ProNavigator
by ProNavigator

Chatbots AI

Read.ai
Read.ai

Read.ai
by Read

AI

relayto
relayto

relayto
by Relayto

AI Website Development Enhancement

Replicant AI Agent & Conversation Intelligence
Replicant AI Agent & Conversation Intelligence

Replicant AI Agent & Conversation Intelligence
by Replicant

AI Chatbots Outsourcing

Rewind.ai
Rewind.ai

Rewind.ai
by Rewind

AI

Slack
Slack

Slack
by Slack

AI

StoryBrand.ai
StoryBrand.ai

StoryBrand.ai
by StoryBrand

AI

Synthesia
Synthesia

Synthesia
by Synthesia

AI

Typeform + VideoAsk
Typeform + VideoAsk

Typeform + VideoAsk
by Typeform

AI

Vantel
Vantel

Vantel
by Vantel

AI RPA CL Quoting Enhancement Outsourcing

Visualping
Visualping

Visualping
by Visualping

AI

Zapier
Zapier

Zapier
by Zapier

AI

 Pro Tip

Take the Tech Assessment to discover where AI fits in your current tech stack and identify your next opportunities.

       
Section VII

Build Your Personal AI Tech Stack

AI is most powerful when it works for you. Building a personal stack helps you save time, stay organized, and keep learning every day.

Tools to Explore

  • AI Writing Assistant: Draft emails, blogs, or social posts faster.
  • Meeting Summarizer: Capture notes and action items automatically.
  • Image Generator: Create visuals for marketing or client materials.
  • Task Automation App: Streamline repetitive workflows like scheduling or reporting.

  • Daily Learning Resources: Follow AI updates, webinars, and Catalyit TechTips to stay sharp.

Brand/Product name
Type of Tool
Description

 Pro Tip

Start with one tool in each category. Measure how much time it saves, then expand your stack from there.

      
Section VIII

TechTips & Videos

TechTips Articles

5 Applied Net Takeaways: AI, Automation, and What’s Next for Agencies
Applied

5 Applied Net Takeaways: AI, Automation, and What’s Next for Agencies

October 14, 2025 1 min read
Why Your Personal AI Tech Stack Matters More Than Ever
AI

Why Your Personal AI Tech Stack Matters More Than Ever

October 13, 2025 1 min read
Set It and Save Time: Why Your ChatGPT Defaults Matter
ChatGPT

Set It and Save Time: Why Your ChatGPT Defaults Matter

October 10, 2025 1 min read
Break the Status Quo: GetLYIT 2025 Helps Independent Agencies Win with Tech
AMS

Break the Status Quo: GetLYIT 2025 Helps Independent Agencies Win with Tech

October 10, 2025 3 min read
Annual Tech-Up: 21 Areas Insurance Agencies Need to Check ASAP
Budgeting

Annual Tech-Up: 21 Areas Insurance Agencies Need to Check ASAP

October 1, 2025 3 min read
AI Won’t Replace Your Team, But Virtual Employees Will Transform It
AI

AI Won’t Replace Your Team, But Virtual Employees Will Transform It

September 28, 2025 2 min read

Webinars & Demos

How to 10x Your Commercial Book with AI
AI

How to 10x Your Commercial Book with AI

September 4, 2025
Cara Demo
AI

Cara Demo

August 5, 2025
AI Cybersecurity 101
AI

AI Cybersecurity 101

July 10, 2025
Cybersecurity in the Age of AI: Protecting Your Business While You Grow
CyberFin

Cybersecurity in the Age of AI: Protecting Your Business While You Grow

June 19, 2025
AI & E&O Exposure — Managing Innovation with Caution
AI

AI & E&O Exposure — Managing Innovation with Caution

June 17, 2025
Sonant Demo
Sonant demo
AI

Sonant Demo

May 27, 2025
      
Section XI

Next Steps

Ready to put AI to work in your agency? Here’s how to keep the momentum going.

  • Talk to Us
    Connect with Catalyit Consulting to develop a customized AI strategy tailored to your agency's needs.

  • Take the Agency Tech Assessment
    Discover where AI fits in your current tech stack and identify your next opportunities.

  • Join Our Next Webinar
    Be part of GetLYIT! Catalyit’s virtual event is packed with real-world AI insights, tools, and success stories.

Laptop and phone on desk

 Bottom Line

Start small, stay curious, and keep learning. Each step builds a smarter, more efficient agency.

Contributors:

Casey-Nelson_circle-300x300

Casey Nelson

Jason Furst_circle-min

Jason Furst

Matt Smith

Matt Smith

Angela-Ford_circle-min

Angela Ford

Ryan Smith_circle

Ryan Smith

Guide Last Updated: October 2025

Sorry, you'll need Full Access to see this content!

To view this guide, upgrade to Full Access starting at $17/mo.

Sign In
Get Access
Go Home