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Main Resources
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.
TechTips Articles
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Guide: Training
Proper staff training is important to ensure that you get the most out of your technology investment. These solution providers offer a range of options to help your team consistently improve their skills and performance.
Catalyit's Advice
How broad are the training offerings?
Do you need insurance coverage training, technology training, or a combination?
You should join your agency management system user group for platform-specific training. (Link to community group guide)
Check with your technology providers to understand the training offered.
Do you want on-demand training or personalized live training?
The Players
Take a closer look at all your available options by visiting their profiles.
Total CSR offers efficient, engaging, and practical training solutions that significantly accelerate onboarding processes, upskill existing staff, and seamlessly bridge generational divides.
More Options
2024 State of Tech Report
Catalyit partnered with Big “I” state associations to survey 441 independent insurance agencies across the US and gather information about their tech stack and satisfaction.
| Most Used | % Use | Avg. Rating |
|---|---|---|
| Total CSR | 56% | 4.4 |
| IIANC InsureAcademy | 2% | 5.0 |
| New Level Partners | 1% | 5.0 |
| NetVU New Hire Program | 1% | 4.0 |
| Other | 40% | 4.2 |
Catalyit Resources
Keep yourself informed with the latest insights and product demos.
Your needs are unique, so we’ll work together to identify challenges and create a customized plan.
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
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