Catalyit Guide

Training

Training platforms enhance agency staff skills with on-demand courses, interactive modules, and progress tracking, improving performance, compliance, and client service.
Section I: Training in 2025
  
Section I

Training in 2025

What is Training technology?

Training technology equips insurance agencies with tools and resources to enhance employee knowledge, skills, and productivity. These platforms offer on-demand courses, interactive learning modules, and progress tracking to ensure staff stay up-to-date on industry trends, compliance requirements, and operational best practices. By investing in training solutions, agencies can improve team performance, boost client satisfaction, and foster a culture of continuous learning and growth.

This guide can help...

  • Employee Onboarding
  • Saving Time
“Technology training is essential for employee satisfaction and agency productivity. Be sure to focus and allocate resources appropriately on training that will advance your agency.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for a training solution that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

Offerings

How broad are the training offerings?

Insurance vs. Technology

Do you need insurance coverage training, technology training, or a combination?

User Community

You should join your agency management system user group for platform-specific training.

Go Deeper

Technology Providers

Check with your technology providers to understand the training offered.

Live vs. On-Demand

Do you want on-demand training or personalized live training?

     
Section III

What solutions are available?

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

ReferenceConnect
ReferenceConnect

ReferenceConnect
by Vertafore

Whether it’s classifications, recommended coverages, or analysis, your team...

Training

HATS
HATS

HATS
by Total CSR

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

Training Chatbots

      
Section IV

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

34%

Agencies using a training platform

Catalyit Goes Deeper

One of the top concerns for agencies is finding, hiring, and retaining the necessary staff. Hiring someone with insurance experience can be challenging, especially if the agency needs a training program. Total CSR addresses this issue by providing agencies with a predefined training program to help new hires with little to no experience get up to speed faster than they would on their own. This also helps to reduce the training burden on the agency.

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%
4.5
Other
40%
4.2
      
Section V

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

Streamlining Agency Hiring and Onboarding Processes
hiring onboarding shaking hands
HawkSoft

Streamlining Agency Hiring and Onboarding Processes

February 12, 2025 6 min read
Unlocking the Full Potential of Your AMS for Maximum ROI
Automation

Unlocking the Full Potential of Your AMS for Maximum ROI

November 11, 2024 2 min read
Total CSR Joins Catalyit’s Solution Provider Program
News

Total CSR Joins Catalyit’s Solution Provider Program

February 14, 2024 2 min read

Webinars & Demos

Total CSR Demo
Training

Total CSR Demo

April 23, 2024
      
Section VI

Have questions?

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

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
Laptop and phone on desk

Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Guide Last Updated: January 2025