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

      
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 these helpful videos to explore how to safely leverage AI tools while ensuring your agency stays protected.

AI & E&O Exposure — Managing Innovation with Caution

Catalyit’s Chief Strategy Officer Angela Ford urges insurance agencies to embrace AI’s benefits — but with a sharp focus on risk management, especially around E&O exposure.

Watch Now

The Easiest Way to Hack Your Agency

Cybersecurity expert Ryan Smith warned that phishing and business email compromises are rising threats — largely because they’re easy, emotional, and profitable for attackers.

Watch Now

Explore the AI prompts agents are actually using.

Download Now
     
Section III

What solutions are available?

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

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 Generative AI

Cara
Cara

Cara
by Oyster Technologies

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

Generative AI Chatbots Outsourcing

Gaya AI
Gaya AI

Gaya AI
by Gaya Technologies

Super-Copy & Super-Paste AI Tool

Generative AI 101 Weston Labs

Informer
Informer

Informer
by Entrinsik

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

Data Analytics Generative AI

Liberate
Liberate

Liberate
by Liberate

Autonomously resolving 80% of customer calls through AI

Chatbots Outsourcing Generative AI

LinqCo-Pilot
LinqCo-Pilot

LinqCo-Pilot
by Linqura.ai

Smarter Tools. Bigger Profits. Brighter Future.

Generative AI CL Quoting Enhancement

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 Generative AI

Sonant AI
Sonant AI

Sonant AI
by Sonant AI

AI receptionist for insurance agencies.

Chatbots Generative AI Outsourcing 101 Weston Labs

Agent Autodialer by JasperVOCAL
Agent Autodialer by JasperVOCAL

Agent Autodialer by JasperVOCAL
by JasperVOCAL Inc.

Lead Generation Chatbots Outsourcing

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

Agent Co-pilot & AI Studio
by Indemn Inc.

Generative AI Chatbots

Bridge
Bridge

Bridge
by The Redcliffe Group, LLC

Marketing Automation & Email Phone Systems Chatbots Electronic Signature Sales Management

Brightside
Brightside

Brightside
by Brightside

Generative AI Outsourcing

CertAssist and PolicyPro
CertAssist and PolicyPro

CertAssist and PolicyPro
by LightDoc AI

Outsourcing Generative AI

Checkk
Checkk

Checkk
by Checkk AI

Outsourcing Generative AI

Coverflow
Coverflow

Coverflow
by Coverflow

Generative AI Outsourcing RPA

Fetch! Underwriting
Fetch! Underwriting

Fetch! Underwriting
by Fetch! Underwriting Made Easy

Generative AI PL Quoting Enhancement

Floatbot
Floatbot

Floatbot
by Floatbot.AI

Chatbots Generative AI

GAIL
GAIL

GAIL
by GAIL

Chatbots Outsourcing

Insurants
Insurants

Insurants
by Insurants

Generative AI

Nexa
Nexa

Nexa
by Nexa Receptionists

Outsourcing Chatbots

Olivo by Koïos Intelligence
Olivo by Koïos Intelligence

Olivo by Koïos Intelligence
by Koïos Intelligence

Chatbots RPA PL Quoting Enhancement

Outmarket
Outmarket

Outmarket
by Outmarket AI

Data Analytics Generative AI Carrier Submission Management

Podium
Podium

Podium
by Podium

Lead Generation Marketing Automation & Email Chatbots Reputation Management Generative AI

ProNavigator
ProNavigator

ProNavigator
by ProNavigator

Chatbots Generative AI

relayto
relayto

relayto
by Relayto

Generative AI Website Development Enhancement

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

Replicant AI Agent & Conversation Intelligence
by Replicant

Generative AI Chatbots Outsourcing

Strada
Strada

Strada
by Strada

Outsourcing Chatbots

Total CSR
Total CSR

Total CSR
by Total CSR

Training Chatbots

Upstage AI
Upstage AI

Upstage AI
by Upstage AI

Chatbots RPA

      
Section IV

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Meet Kay.ai: An AI-Powered Coworker for Insurance Workflows
AI

Meet Kay.ai: An AI-Powered Coworker for Insurance Workflows

July 16, 2025 1 min read
Why Should I Retake the Agency Tech Assessment?
AMS

Why Should I Retake the Agency Tech Assessment?

July 15, 2025 1 min read
OpenAI Preparing to Launch AI Browser
AI

OpenAI Preparing to Launch AI Browser

July 14, 2025 1 min read
The Importance of a Solid AI Cybersecurity Policy
AI

The Importance of a Solid AI Cybersecurity Policy

July 11, 2025 3 min read
Automation That Works: Real-World Wins for Insurance Agencies
AI

Automation That Works: Real-World Wins for Insurance Agencies

June 30, 2025 3 min read
How Independent Insurance Agencies Are Using AI to Boost Productivity and Manage Risk
AI

How Independent Insurance Agencies Are Using AI to Boost Productivity and Manage Risk

June 26, 2025 2 min read

Webinars & Demos

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
AI in Plain English: Make 2025 Your Best Commercial Insurance Year Ever
AI graphic
AI

AI in Plain English: Make 2025 Your Best Commercial Insurance Year Ever

March 18, 2025
Cybersecurity Month: AI Cyber Risks
Cybersecurity data protection graphic
AI

Cybersecurity Month: AI Cyber Risks

October 10, 2024
     
Section V

Have questions?

The Catalyit Team is here to help! Get in touch with us.

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Contact Us
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Contributors:

Casey-Nelson_circle-300x300

Casey Nelson

Matt Smith

Matt Smith

Steve Anderson

Steve Anderson

Guide Last Updated: July 2025

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