Guidelines

As a Solution Provider, we expect that you will interact with Catalyit’s customers with integrity, helpfulness, and transparency. You can expect the same from Catalyit.  There are many ways that you will be able to manage and build your brand through the Catalyit platform and agent engagement opportunities. You will be expected to follow any guidelines posted in those engagement opportunities. A few points to draw your attention to:

• We are thrilled that you are engaged with Catalyit. Feel free to let the world know that you participate with Catalyit and support us. Catalyit does not endorse any one company or product so you are strictly prohibited from saying or insinuating that.
• Responsibility to keep profile up to date and current.
• Help us support independent agent’s success – education, engagement, on-going learning. Are there other ways that you can help us support agents and you can engage them once they become your customer? Can you share insights about your customers? This could help us train agents on how best to utilize the tools.

Questions? We’re here to help you connect with agencies. To harness the full benefit of Catalyit’s exposure, we recommend upgrading to our Basic, Premium, or Platinum package. We’d love to chat more – email Lauren Crosby.