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Tech Stack Architecture Masterclass

Take Control of Your Tech Stack

A 6-Week Program for Independent Insurance Agencies

Per Class
$499
+ fees
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Full Series
$2499
+ fees
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Dates:

0

Week 0

Wed., August 12 @ 11 AM ET
Week 0
1

Week 1

Fri., August 21 (Individual Meetings)
Week 1
2

Week 2

Fri., August 28 @ 11 AM ET
Week 2
3

Week 3

Tues., September 1 @ 11 AM ET
Week 3
4

Week 4

Thurs., September 10 @ 11 AM ET
Week 4
5

Week 5

Fri., September 18 @ 11 AM ET
Week 5
6

Week 6

Thurs., September 24 @ 11 AM ET
Week 6
Group of young colleagues using laptop at office

Simplify Your Tech Stack, Sharpen Your Strategy.

The Tech Stack Architecture Masterclass is a structured, collaborative process to inventory, evaluate, and improve the agency's technology stack — ending with a prioritized roadmap leadership can approve and act on.

 

Over six weeks, participants will leave with a practical technology architecture roadmap tailored to its size, goals, staffing, and operational needs.

Who Should Attend

This course is designed for operations and IT stakeholders responsible for evaluating and improving their agency's technology stack, including:

  • Agency Owners & Principals
  • Operations Leaders
  • Technology Leaders
  • Department Managers
  • Designated Technology Champions
Best fit: Agencies ready to wrangle their technology and take their tech stack to the next level.

What You'll Learn

Participants follow a structured progression on how to align technology with agency strategy, workflows, client experience, security requirements, and measurable business outcomes.

The course will be a combination of live group and one-on-one sessions, with weekly assignments tied directly to your agency's tech stack architecture and roadmap. Participants should expect a time commitment of about 1–2 hours per week.

Week-by-Week Focus

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Take the first step and enroll now

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Week 0

Kickoff & Full Stack Inventory

Align on scope and goals, and build your master inventory of what tech is actually in use

checklist
Week 0
Week 1

One-on-One Review

Move past "what do we have" to "what's working and what isn't"

clarify
Week 1
Week 2

Usage, Pain Points & Needs Mapping

Fix the process before automating it

understand
Week 2
Week 3

Cost, Risk, Security & Compliance Review

Understand what your tech stack is actually costing your agency — in dollars and in risk

leaders
Week 3
Week 4

Integration, Data, and System Architecture

Make your technology work together

process
Week 4
Week 5

Market & Vendor Evaluation

Vet and evaluate vendor alternatives

reinforce
Week 5
Week 6

Adoption, Governance, and Measuring ROI

Turn findings into a sequenced, resourced and prioritized roadmap

present
Week 6
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What Makes This Different

Built Around Your Agency

You work off of your agency's current technology ecosystem, not a hypothetical tech stack.
Built Around Your Agency

Structured but Practical

Clear frameworks and documentation without unnecessary complexity
Structured but Practical

Focus on Execution

Emphasis on a 90-day implementation plan and a prioritized 12-month roadmap
Focus on Execution

People-Centered Approach

Incorporates buy-in from stakeholders, ready for leadership sign-off
People-Centered Approach
Catalyit Masterclass

What You'll Walk Away With

By the end of the program, participants will have:
  • A complete, shared inventory of every tool, system, and vendor in use
  • A clear picture of technology costs, redundancies, risks, and gaps
  • An evaluated shortlist of tools to keep, replace, consolidate, or retire — plus an implementation plan and roadmap
  • Documented pain points and needs from every department, with stronger governance and vendor-management practices to address them
  • Stakeholder buy-in on a roadmap ready for leadership sign-off

Ideal Outcomes for Agencies

Agencies that participate can expect:

Greater visibility into technology costs and risk

Reduced redundancy and technology sprawl

More secure, compliant, and resilient systems

Stronger alignment between technology and business strategy

Smarter, more confident technology decision-making

A clear, actionable roadmap for the next 12–18 months

Ready to Get Started?

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