Solution Provider Resources

[July 10 Update] Mid-Year, GetLYIT + What's Next

lauren@catalyit.com (Lauren Crosby) — Fri, 10 Jul 2026 06:30:00 GMT

Hi everyone,

A few quick updates from Catalyit as we head into the second half of the year:

Team Update🎙️
I wanted to share that Casey Nelson’s last day with Catalyit will be Tuesday. Casey is returning to his agency roots and making more room for podcasting and content work as the true educator we know and love. We’re grateful for all he’s contributed to Catalyit, and we’re excited to keep him in the broader ecosystem. Catalyit remains in a strong position, and our team will continue delivering the support, visibility, and connections that help agencies find the right solutions.

Mid-Year Partner Update🎬
Our mid-year partner update is dropping next week and will be available on demand. Expect the highlight reel from the first half of 2026, a sneak peek at new ways to build community with us this fall, and additional visibility opportunities designed to help you get even more from your Catalyit partnership.

GetLYIT 2026 Sponsorship Opportunities🎟️
GetLYIT, Catalyit’s virtual show, is coming October 28 and 29, and sponsorship opportunities are rolling out this month. This year’s format will feature two keynotes, two podcasts, and two workshop-style sessions designed to help agencies light the way through their technology journeys. Stay tuned for more details.

Thank you for your continued partnership and commitment to independent agencies. Catalyit was created to meet a need in the industry: to get under the hood with agencies and provide guidance across systems. Your support helps us prepare agencies for what's ahead and elevate the right solutions at the right time.

Warmly,

Lauren

[May 21 Update] State of Tech Launch + Upcoming Events

lauren@catalyit.com (Lauren Crosby) — Thu, 21 May 2026 17:30:00 GMT

Hi everyone,

Catalyit has become impossible to miss.

What’s new:
· Agency Management Masterclass launched. Change Management is first, led by Marit Peters. Five more masterclasses follow.
· State of Tech Report goes live June 3 — now updated daily. Momentum AMP is the signature sponsor.
· Consulting is surging. Jason Wall leads consulting sales; Brandon Oliveira just joined (replacing Scott Wingo), focused on consulting, tech assessments, and webinars.

Mark your calendar:
· June 3 — State of Tech Report launch
· June 10 — Insights webinar
· June — Find us in Knoxville, Georgia, Alabama, San Antonio, Orlando, and Nashville (Casey, Angela, and Brandon on the road)
· September — AI Month: AI Masterclass + free bootcamp workshops
· October 28–29 — GetLYIT 2026

Open tradeshow booth opportunities:
· 6/7–6/10 — Big I Mississippi InsurCon
· 6/14–6/17 — Big I Louisiana Annual Convention
· 8/20 — IIAD North Texas Day (formerly All Industry Day)

Why it matters:
Catalyit is a recognized part of the conversations shaping the future of the independent agency channel.

There’s no one else operating quite like Catalyit. We’re solution agnostic, agency-focused, and committed to helping independent agencies connect with the right solutions for their business.

That matters because agencies are no longer struggling to find technology. They’re struggling to evaluate it, prioritize it, implement it, and fully utilize it. That’s where Catalyit fits.

Agencies, associations, and solution providers increasingly turn to Catalyit for education, consulting, research, and practical guidance around modernization and operations.

And as Catalyit grows, so does the visibility around the organizations growing alongside us. We’re proud to partner with organizations like yours, help amplify your presence within the channel, and help validate right-fit solutions as agencies evaluate how to grow.

Thank you for being a part of something great,

Lauren

[Mar 20 Update] State of Tech Sponsorship + Let’s Talk Campaign

lauren@catalyit.com (Lauren Crosby) — Fri, 20 Mar 2026 18:30:00 GMT

Hi everyone,

A couple of updates for you:

Exclusive Sponsorship Opportunity 🏆
We’re entertaining an exclusive sponsorship opportunity for this year’s State of Tech Report. Learn more on page 11 of our Engagement Opportunities deck. As a current partner, you’re getting an early look at this opportunity as we begin conversations and evaluate fit.

Catalyit’s State of Tech Report shows how independent agencies are actually using technology, what’s working, and where they’re struggling, so leaders can make smarter decisions. This year’s report sponsor has a seat at the center of that conversation, alongside the insights shaping how agencies modernize.

I had previously asked you to hold April 7 for the report. Timing is now more fluid as we focus on getting it right.

“Let’s Talk” Campaign 💬
We’ve launched a five-week push to drive more direct conversations with agencies through 30-minute calls reviewing their tech stack and key resources.

How to plug in:
Share: https://lp.catalyit.com/lets-talk
Use it to start conversations
Position Catalyit alongside your solution

Why it matters 💡
More conversations = better insight + more opportunities to connect your solution to real agency needs.

Thank you for your continued partnership and commitment to independent agencies. Please don’t hesitate to reach out if there’s more Catalyit can do to support you.

Warmly,
Lauren

[Feb 26 Update] Listing Refresh + State of Tech Webinar | Save the Date

lauren@catalyit.com (Lauren Crosby) — Fri, 27 Feb 2026 00:29:59 GMT

Hi everyone,

A quick informational note as we head into spring:

Listing Refresh + Visibility 🔍
As we prepare for our State of Tech Report release in April, and with a new AI agent coming soon to better surface solutions to the right agencies, we’re working to ensure your listing on Catalyit is up to date.

You may see reminder emails prompting a review of your profile page. These are sent to one contact at your organization, so if you have any questions or need help updating your information, please reach out.

Otherwise, no action is required as we continue working through our list.

Save the Date 📅
GetLYIT Special: State of Tech Report Webinar
Tuesday, April 7
2–3:30 PM Eastern
(More details to come)

Thank you for your continued partnership and commitment to independent agencies. Please don’t hesitate to let me know if there’s more Catalyit can do to support you.

Warmly,
Lauren

[Feb 19 Update] Open March Webinar Dates | Submit by Feb 27

lauren@catalyit.com (Lauren Crosby) — Thu, 19 Feb 2026 23:26:01 GMT

Hi everyone,

We have a few open Catalyit Live webinar dates in March and wanted to offer them to partners before opening them more broadly.

Open March Webinar Dates 🗓️ (2–3 PM Eastern):
March 10
March 12
March 17
March 19

Sessions may be structured as a product demo or as a thought leadership / hot topic discussion. Thought leadership sessions tend to perform especially well and position your brand as an industry leader with independent agencies.

To secure a March date, please submit your webinar by Friday, February 27.

If you’re already on the calendar, thank you. We’re looking forward to it.
You’re also welcome to schedule further out, especially ahead of a busy spring conference season.

Warmly,
Lauren

[Feb 12 Update] Blogs + Ads, Event Savings + Industry Insights

lauren@catalyit.com (Lauren Crosby) — Thu, 12 Feb 2026 12:52:00 GMT

Hi everyone,

[Feb 5 Update] 2026 Renewals, Spring Programming + Partner Resources

lauren@catalyit.com (Lauren Crosby) — Thu, 05 Feb 2026 18:45:00 GMT

Hi everyone,