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 in 2025
  
Section I

AI in 2025

What is AI?

Artificial intelligence (AI) that is capable of generating new content (such as images or text) in response to a submitted prompt (such as a query) by learning from a large reference database of examples.

 

It can also include machine learning and Robotic Process Automation (RPA), which are software tools that partially or fully automate human activities that are manual, rule-based, and repetitive.

This guide can help...

  • Workflows, Processes & Automation
  • Saving Time
  • Content Creation
  • Customer Experience & Engagement
  • Sales & Marketing
  • Policy Checking & Underwriting
  • Claims Processing & Fraud Detection
  • Customer Service & Support
  • Compliance & Regulatory Support
“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

Types of AI Tools

Marketing & Sales

Policy Checking & Underwriting

Customer Service & Support

Workflow Automation & Productivity

Claims Processing & Fraud Detection

Compliance & Regulatory Support

2025-question-mark-square
2025 Predictions
What’s Ahead for Independent Insurance Agents
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Section II

How do I get started?

Are you looking for a generative AI tool that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Check out our special edition series on how you can use Generative AI (GenAI) in your agency.

After completing these four sessions, you will have the confidence to use GenAI tools in your agency, the knowledge to get your staff onboard, and an abundance of new ideas to explore.

Get Started with GenAI

Learn how to communicate with ChatGPT and get started with GenAI.

Watch Now

Marketing, Sales, & Customer Service

Learn how to utilize GenAI in your marketing, sales, and customer service efforts.

Watch Now

Business Intelligence

Discover how to utilize GenAI to enhance your business intelligence.

Watch Now

Audio & Visual Content

Create stunning images, audio, and video content with GenAI.

Watch Now
     
Section III

What solutions are available?

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

Gaya AI
Gaya AI

Gaya AI
by Gaya Technologies

Super-Copy & Super-Paste AI Tool

Generative AI 101 Weston Labs

HATS
HATS

HATS
by Total CSR

Total CSR is the insurance industry’s first and only agency training and de...

Training Chatbots

Informer
Informer

Informer
by Entrinsik

Give your users the tools to shine. From pixel-perfect reports to advanced ...

Data Analytics Generative AI

Liberate
Liberate

Liberate
by Liberate

Revolutionize your customer engagement with Liberate’s Voice AI. Liberate e...

Chatbots Outsourcing

Sonant AI
Sonant AI

Sonant AI
by Sonant AI

AI Receptionist for (and only for) Insurance Agencies. Sonant handles ro...

Chatbots Generative AI Outsourcing 101 Weston Labs

SYBL
SYBL

SYBL
by Linqura.ai

Linqura is a private AI platform for insurance agents to make them more pro...

Generative AI CL Quoting Enhancement

Agent Autodialer
Agent Autodialer

Agent Autodialer
by JasperVOCAL Inc.

Agent Autodialer enables insurance agents to receive live transfers just...

Generative AI Lead Generation Benefits Enhancement

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

Agent Co-pilot & AI Studio
by Indemn Inc.

Indemn allows insurance agents to build powerful AI agents that optimize...

Generative AI Chatbots

Bridge
Bridge

Bridge
by The Redcliffe Group, LLC

Insurance agency marketing and communications just got a whole lot easier. ...

Marketing Automation & Email Phone Systems Chatbots Electronic Signature Sales Management

Brightside
Brightside

Brightside
by Brightside

At Brightside, we take the complexity out of understanding insurance pol...

Generative AI Outsourcing

Cara
Cara

Cara
by Oyster Technologies

Supercharge your insurance firm with Cara – an AI CSR designed to drive ...

Generative AI Chatbots Outsourcing

CertAssist and PolicyPro
CertAssist and PolicyPro

CertAssist and PolicyPro
by LightDoc AI

LightDoc AI is the fastest way to compare and verify insurance pol...

Outsourcing Generative AI

Checkk
Checkk

Checkk
by Checkk AI

Review insurance policies to reduce E&O exposure in minutes with Che...

Outsourcing Generative AI

Floatbot
Floatbot

Floatbot
by Floatbot.AI

Floatbot is a leading enterprise-grade, no-code Generative & Convers...

Chatbots Generative AI

GAIL
GAIL

GAIL
by GAIL

GAIL is the world’s first customer-facing artificial intelligence. It has d...

Chatbots Outsourcing

Insurants
Insurants

Insurants
by Insurants

Insurants uses advanced AI and GenAI technologies to intelligently automate...

Generative AI

Olivo
Olivo

Olivo
by Koïos Intelligence

Koïos Intelligence provides advanced, text and voice enabled, virtual as...

Chatbots RPA PL Quoting Enhancement

Outmarket
Outmarket

Outmarket
by Outmarket AI

The Outmarket AI platform connects all your data, empowering you to disc...

Data Analytics Generative AI Carrier Submission Management

Phone AI for Insurance Agencies
Phone AI for Insurance Agencies

Phone AI for Insurance Agencies
by SecretAgent

With the power of conversational AI, it’s never been easier to manage inter...

Generative AI

Podium
Podium

Podium
by Podium

Podium’s AI-powered lead conversion platform that sells, schedules, communi...

Lead Generation Marketing Automation & Email Chatbots Reputation Management

ProNavigator
ProNavigator

ProNavigator
by ProNavigator

Sage provides AI-powered knowledge management for insurance businesses.

Chatbots

relayto
relayto

relayto
by Relayto

Relayto empowers businesses to convert static PDFs and presentations into c...

Generative AI Website Development Enhancement

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

Replicant AI Agent & Conversation Intelligence
by Replicant

From filling a claim to updating account information, Replicant’s conver...

Generative AI Chatbots

      
Section IV

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually
Automation

Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually

March 3, 2025 2 min read
Canva: Your Secret Weapon for Marketing Magic
AI

Canva: Your Secret Weapon for Marketing Magic

February 26, 2025 3 min read
5 AI Opportunities for Retail Insurance Agencies in 2025
AI
AI

5 AI Opportunities for Retail Insurance Agencies in 2025

February 20, 2025 4 min read
Regulating AI in Insurance: Texas’ TRAIGA Bill Could Set a National Trend
Scales sitting on top of laptop keyboard with code on screen
AI

Regulating AI in Insurance: Texas’ TRAIGA Bill Could Set a National Trend

February 17, 2025 3 min read
DeepSeek AI’s Potential Impact on Independent Insurance Agencies
AI

DeepSeek AI’s Potential Impact on Independent Insurance Agencies

February 12, 2025 3 min read
How Insurance Agents Can Use Google’s NotebookLM to Work Smarter (with Examples)
AI

How Insurance Agents Can Use Google’s NotebookLM to Work Smarter (with Examples)

February 12, 2025 4 min read

Webinars & Demos

Cybersecurity Month: AI Cyber Risks
Cybersecurity data protection graphic
AI

Cybersecurity Month: AI Cyber Risks

October 10, 2024
AI Series: GenAI for Audio & Visual Content
ai apps
AI

AI Series: GenAI for Audio & Visual Content

May 24, 2024
AI Series: GenAI for Business Intelligence
ai apps
AI

AI Series: GenAI for Business Intelligence

May 17, 2024
AI Series: GenAI for Marketing, Sales, & Customer Service
ai apps
AI

AI Series: GenAI for Marketing, Sales, & Customer Service

May 10, 2024
AI Series: Getting Started with Generative AI
ai apps
AI

AI Series: Getting Started with Generative AI

May 3, 2024
GAIL by LULA Demo
GAIL by LULA
AI

GAIL by LULA Demo

April 18, 2024
     
Section V

Have questions?

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Contact Us
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Contributors:

Casey-Nelson_circle-300x300

Casey Nelson

Steve Anderson

Steve Anderson

Matt Smith

Matt Smith

Guide Last Updated: January 2025

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