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
Go Deeper
      
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

Hire, assess, train, and support your all-star team of insurance CSRs

Training Chatbots

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

LinqCo-Pilot
LinqCo-Pilot

LinqCo-Pilot
by Linqura.ai

Smarter Tools. Bigger Profits. Brighter Future.

Generative AI CL Quoting Enhancement

Sonant AI
Sonant AI

Sonant AI
by Sonant AI

AI receptionist for insurance agencies.

Chatbots Generative AI Outsourcing 101 Weston Labs

Agent Autodialer
Agent Autodialer

Agent Autodialer
by JasperVOCAL Inc.

Generative AI Lead Generation Benefits Enhancement

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

Cara
Cara

Cara
by Oyster Technologies

Generative AI Chatbots 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

Floatbot
Floatbot

Floatbot
by Floatbot.AI

Chatbots Generative AI

GAIL
GAIL

GAIL
by GAIL

Chatbots Outsourcing

Insurants
Insurants

Insurants
by Insurants

Generative AI

Olivo
Olivo

Olivo
by Koïos Intelligence

Chatbots RPA PL Quoting Enhancement

Outmarket
Outmarket

Outmarket
by Outmarket AI

Data Analytics Generative AI Carrier Submission Management

Phone AI for Insurance Agencies
Phone AI for Insurance Agencies

Phone AI for Insurance Agencies
by SecretAgent

Generative AI

Podium
Podium

Podium
by Podium

Lead Generation Marketing Automation & Email Chatbots Reputation Management

ProNavigator
ProNavigator

ProNavigator
by ProNavigator

Chatbots

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

      
Section IV

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

The Dark Side of Insurance AI: What No One’s Talking About
AI

The Dark Side of Insurance AI: What No One’s Talking About

March 27, 2025 4 min read
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

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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Contributors:

Casey-Nelson_circle-300x300

Casey Nelson

Steve Anderson

Steve Anderson

Matt Smith

Matt Smith

Guide Last Updated: January 2025

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