Artificial Intelligence
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.
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
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
Sales and Marketing
Underwriting and Quoting
Operations
Claims and Policy
Bottom Line
AI is not replacing agents. It is empowering them to focus on what matters most: clients, strategy, and growth.
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.

Other Prompts to Try:
- For any role
- For sales teams
- For marketing teams
- For product teams
- For executives
- For managers
- For finance
- For customer success
- For IT
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
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
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
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
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.
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
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
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
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
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
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.
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
by 1Fort

Cara
by Oyster Technologies

Informer
by Entrinsik

Liberate
by Liberate

LinqCo-Pilot
by Linqura.ai

Neural Earth
by Neural Earth

Sonant AI
by Sonant AI
Pro Tip
Take the Tech Assessment to discover where AI fits in your current tech stack and identify your next opportunities.
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.
Pro Tip
Start with one tool in each category. Measure how much time it saves, then expand your stack from there.
TechTips & Videos
TechTips Articles

Set It and Save Time: Why Your ChatGPT Defaults Matter

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

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

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

Catalyit August TechTips Roundup: Insights, Trends & Tools

Meet Kay.ai: An AI-Coworker for Insurance Operations
Webinars & Demos

How to 10x Your Commercial Book with AI

AI Cybersecurity 101

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

AI & E&O Exposure — Managing Innovation with Caution

Sonant Demo
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.

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

Casey Nelson

Jason Furst

Matt Smith

Angela Ford

Ryan Smith
Sorry, you'll need Full Access to see this content!
To view this guide, upgrade to Full Access starting at $17/mo.