Make Your Next Move at GetLYIT 2

From Status Quo to Next Win

A mindset reset that helps you lead change—and make it stick.

Starts At: 11 AM ET
Host: Marit Peters
Length: 45 minutes
Perfect For: Everyone

Change is hard, especially in agencies where “we’ve always done it this way” feels safe. Real growth happens when teams ask, “What’s our next win?” In this session, you’ll learn how to reset mindsets, unlock buy-in, and confidently lead change. Walk away with a 90-day action plan, proven frameworks, and practical tools to help your team adapt quickly and keep moving forward.

The Brutal Truth About Your Agency Tech Stack

See where your tools are failing you and how to turn your stack into a growth engine.

Starts At: 12 PM ET
Host: Casey Nelson
Length: 45 minutes
Perfect For: Agency Owners and Ops Leaders

Mindset shift? Done. Now it’s time to dig into your tools. Your tech stack can either fuel growth or create roadblocks. Casey Nelson and Angela Ford will guide you through Catalyit’s Agency Tech Assessment, showing how to evaluate your stack clearly. You’ll see what’s working, what’s not, and what practical steps to take to get more value from the tools you already own while making smarter choices moving forward.

Your Personal Tech Stack: What You Use, What You Miss, What You Need

See the truth about your tools: what’s pulling weight, wasting time, and what you need to win.

Starts At: 1 PM ET
Host: Aubie Knight
Length: 45 minutes
Perfect For: Everyone

Every role in an agency touches technology differently. Producers, account managers, service teams, and leaders all rely on tools uniquely, and that’s where friction starts. In this session, you’ll map your personal tech stack, see how it connects to the broader agency stack, and uncover ways to work smarter, not harder. By the end, you’ll know the tools you should use and how to turn your tech stack into a personal advantage.

Unlocking AI to Boost Your Agency's Potential

Practical, everyday AI applications that drive productivity.

Starts At: 11 AM ET
Presenter: Dale Steinke
Length: 45 minutes
Perfect For: Everyone

Learn practical, proven ways to integrate AI into your agency’s sales, marketing, and daily operations so your team works smarter, responds faster, and drives measurable growth.

Hosted by Liberty Mutual Insurance

No More Excuses: Make AI Work for You (Workshop)

Stop just talking about AI, start using it where it counts.

Starts At: 12 PM ET
Host: Matt Smith
Length: 45 minutes
Perfect For: Everyone

You’ve seen what’s possible with AI, so now it’s time to roll up your sleeves. This hands-on workshop will walk you step-by-step through practical AI skills you can use immediately in your agency. You'll leave inspired and equipped, from writing prompts that deliver results to automating routine tasks to building quick-win workflows.

Annual Tech-Up: Because Ignoring This List Will Cost You

The must-do checklist for agencies that want security, efficiency, and growth.

Starts At: 1 PM ET
Host: Angela Ford
Length: 45 minutes
Perfect For: Agency Owners and Ops Leaders

Start strong with a 20-point tech check that keeps your agency secure, compliant, and efficient. This session cuts through the clutter and walks you step-by-step through the essentials from budgeting and cybersecurity to operations and marketing so you can spot risks, fix gaps, and fuel growth.

Agency Jam Session: 5 Big Issues, Real Talk, Real Solutions

No Slides. No Fluff. Just Real Talk.

Starts At: 11 AM ET
Moderator: Casey Nelson
Length: 60 minutes
Perfect For: Everyone

Casey will be joined by Beaux Pilgrim, Landry Fields, Patrick McBride as we dig into the 5 biggest issues holding agencies back.

Live Q&A, shared battle stories, and practical solutions you can use.

Bring your questions. Bring your toughest challenges. Let’s jam.

The Hot Seat: InsurTechs Face the Agency Panel

Real founders. Real agents. Honest feedback, no filters.

Starts At: 12 PM ET
Moderator: Aubie Knight
Length: 60 minutes
Perfect For: Agency Owners and Ops Leaders

Shark Tank insurance style. Founders from 101 Weston Labs pitch their breakthrough InsurTech solutions to a panel of agents. This session delivers bold ideas, unfiltered feedback, and practical takeaways you can use to spot, shape, and scale innovation in your own agency.

Let's GO! Your Action Plan

From notes to next moves.

Starts At: 1 PM ET
Host: Marit Peters
Length: Short
Perfect For: Agency Owners and Ops Leaders

Before we close, let’s get practical. In this final wrap-up, we’ll distill the most significant insights from the event, highlight what agencies are saying, and make sure you leave with clear action steps. Think of it as your post-game huddle: what we learned, what matters most, and what you’ll do next.

Sponsored by ACT - Big “I” Agents Council for Technology

Marit Peters

Managing Partner & CEO, Catalyit

Marit is a passionate, innovative, success-oriented leader whose specialty lies in leveraging strong relationships and business skills, complemented by organizational design and strategic planning, to drive and sustain organizational growth and productivity. Marit believes people are the true heartbeat of every company – it’s a leader’s responsibility to understand employees’ strengths and give them the opportunity to engage and be part of the solution.

Casey Nelson

Director of Consulting, Catalyit

Casey is a passionate educator turned insurance expert with over 9 years of experience in the industry. Casey spent 6 years running a successful agency before he founded an insurance technology consulting company to address the growing need for technology-driven solutions.

Casey’s true passion lies in empowering agencies to fully leverage their technology, helping them streamline processes and achieve greater efficiency.

Aubie Knight

Chief Executive Officer, Independent Insurance Agents of North Carolina

Aubie Knight, CIC, CRM, is the Chief Executive Officer of the Independent Insurance Agents of North Carolina and a Catalyit Board Member. Aubie works with the IIANC Board of Directors to help set the strategic direction and vision of the association. He is then responsible for leading the staff in the implementation of the tactics needed to move the organization towards those goals.

Aubie is known throughout both the association world and the insurance industry for his bold visions, creative approaches to problem-solving, and a constant desire for growth and evolution. He takes great pride in the fact that IIANC has been listed as a top employer in North Carolina for three consecutive years and that the IIANC team has an office culture and engagement score ranked in the top 1% of US employers.

As a result of his vision and leadership skills, Aubie has served on numerous Boards in both the association and insurance industries. He is constantly challenging himself and any organization that he is affiliated with to “get better”!

During his free time, Aubie loves spending time with his family, smoking meats, listening to live music and visiting craft beer breweries. Aubie is a graduate of the University of Georgia and a huge Bulldog fan (and season ticket holder). Go Dawgs!

Dale Steinke

Director, Agent for the Future Advisors

Dale Steinke is a director with the Agent for the Future Advisors for Liberty Mutual Insurance, Safeco Insurance, and State Auto Insurance. His mission is to empower independent insurance agencies to adapt to the rapid changes in technology and evolving customer expectations. Dale equips agents with the latest digital tools and strategies to impress clients and drive business growth.

As an artificial intelligence specialist, Dale shares valuable insights and actionable strategies for integrating AI into sales, marketing, and other agency operations. As a constant learner, he is continuously seeking innovative ways for agents to leverage technology—from generative tools like ChatGPT to a growing array of AI-driven agency solutions.

Dale shares expertise through various platforms, including one-on-one coaching sessions and mainstage presentations. Beyond AI, he possesses extensive knowledge in agency technology, business continuity, sales enablement strategies, and agency perpetuation. Dale takes great pleasure in advising agents on enhancing operational efficiency and converting prospects into lifelong customers.

Outside of work, Dale enjoys long-distance cycling, cooking for family and friends, and exploring Seattle’s vibrant food and culture scene.

Matt Smith

AI Contributor, Catalyit

Matt Smith is a marketing and communications leader with more than 20 years of experience helping organizations connect with their audiences, grow membership, and scale through smart strategy.

Today, he focuses on transforming marketing operations through data accuracy, automation, cross-platform integrations, and AI-driven strategies. With focus in HubSpot and inbound marketing, Matt helps organizations streamline processes, improve data-driven decision-making, and leverage AI to create scalable, modern growth systems. His goal is to bridge the gap between strategy and technology, driving measurable results.

Angela Ford

Chief Strategy Officer, Catalyit

Over her more than 25 years in the insurance industry, Angela has demonstrated a passion for helping agencies improve their technology systems and business processes. Angela has developed and delivered continuing education and professional training programs at the national level for a variety of clients, including professional organizations such as NetVu (Network of Vertafore Users), large agencies, and insurance brokerage firms.

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