Stop Letting Technology Slow Down Your Agency
We help independent insurance agencies simplify their tech stack, streamline workflows, and make smarter technology decisions.
Reduce manual processes
Get more value from your existing tools
Build a clear technology roadmap
Don’t Let Technology Hold You Back
When your tools don’t work together, the cost adds up quickly.
- Operational inefficiencies slow your team down and eat into profitability
- Inconsistent customer experiences frustrate clients and damage your reputation
- Underutilized technology wastes the investments you’ve already made
- Manual workarounds drain time that should be spent serving customers
- Disconnected systems prevent your agency from scaling efficiently
Catalyit is Your Guide to Smarter Agency Technology
With years of experience in the industry, we can help you navigate your tech landscape.
Comprehensive Agency Tech Audit
Investment: Starting at $2,999
Best for: Independent agencies of all sizes, from single-location shops with informal tech processes to multi-location operations managing complex systems and workflows.
You'll get: A documented snapshot of your tech landscape and workflows, plus a practical, prioritized roadmap.
Ongoing Virtual Tech Advisory
Investment: Starting at $1,749/mo
Best for: Agencies that want ongoing, expert tech leadership, from on-call guidance to fractional CTO.
You'll get: Ongoing guidance and decision support from a virtual tech leader, without the overhead of a full-time hire.
Hands-On Implementation
Investment: Starting at $1,149 for 5 hours
Best for: Agencies ready to act on a roadmap or tackle a specific project that needs hands-on configuration, training, or implementation support.
You'll get: Dedicated execution time for the hands-on work (e.g. system setup, automations, training, SOPs) in flexible pre-purchased blocks.
Cybersecurity Services
Investment: Starting at $1,999
Best for: Agencies ready to act on a roadmap or Agencies of any size looking to address cybersecurity risks, meet compliance requirements, and protect their staff and systems.
You'll get: A practical, insurance-specific cybersecurity program, from risk assessments and policy development to staff training, vulnerability monitoring, and AMS security.
IT Services
Investment: Starting at $1,149
Best for: Agencies that want to stop managing IT themselves and hand it off to a trusted, insurance-aware partner who handles everything from helpdesk support to cybersecurity.
You'll get: Fully managed IT services, including cybersecurity, remote support, vCIO guidance, and IT procurement, delivered by Live Oak IT Partners.
M&A Technology & Operations
Investment: Starting at $2,249
Best for: Agencies navigating a merger or acquisition, whether preparing for a deal, planning post-close integration, or executing the hands-on work of bringing two agencies together.
You'll get: Expert guidance and execution support across the full M&A lifecycle, from deal evaluation through integration, focused on technology, data, workflows, and protecting deal value.
Agency Compensation Services
Investment: Starting at $4,999
Best for: Agencies looking to build, benchmark, or realign their compensation strategy, whether hiring competitively, retaining key staff, or creating consistency across roles.
You'll get: Custom benchmarking, market comparisons, and facilitated guidance to help your agency make confident, data-driven compensation decisions.
3 Simple Steps to Success
Boost your operational efficiency and profitability effortlessly.
Schedule a Call
Discuss tailored solutions with our experts.
Take Our Tech Assessment
Identify current gaps and tech challenges in your agency.
Get On Track
Implement the right tech strategies for your agency.
Your Tech Stack Doesn’t Have to Be a Mystery
We’re here to make it clear.
Every day, independent insurance agents like you face the daunting task of managing a complex technology stack. It can be overwhelming, but Catalyit Consulting is here to help. Our consulting and coaching services are designed to guide you through understanding, building, or fixing your tech stack. With our expertise, you'll unlock the full potential of your tools, leading to enhanced efficiency, improved customer experiences, and ultimately, greater profitability. Let us help you transform your tech challenges into opportunities for growth.