5 Must-Try Features for Catalyit Members

Are You Using Everything Catalyit Offers?

Whether you are new to Catalyit or have been a member for a while, many agencies are surprised to learn they are not using everything available on Catalyit.com.

Catalyit is built to help independent insurance agencies understand technology, make better decisions, and save time. Below are five key features every agency should be using.

What Is the Catalyit Agency Tech Assessment?

The Agency Tech Assessment is the fastest way to understand your current technology setup.

After answering a short series of questions, you receive a customized view of:

• What tools you are using today
• What is working well
• Where gaps or inefficiencies may exist
• Where opportunities for improvement may be hiding

This assessment gives agencies clarity and a starting point for smarter technology planning.

What Types of Guides and Reviews Does Catalyit Offer?

Catalyit’s Guides and Reviews library provides practical education written for independent agencies.

Topics include:

• Agency technology basics
• Cybersecurity and risk management
• AMS selection and optimization
• Marketing, automation, and AI

Each guide is designed to give clear, actionable direction so agencies can move forward with confidence.

How Does the Solution Provider Directory Help Agencies?

The Solution Provider Directory helps agencies research technology without sales pressure.

Inside the directory, you can:

• Browse trusted insurance technology vendors
• Filter solutions by category
• Compare tools side by side
• Identify options that fit your agency’s needs

This saves time and helps agencies make more informed decisions.

What On-Demand Content Is Available on Catalyit?

Catalyit offers a growing library of on-demand videos and TechTips designed for busy agencies.

This content helps agencies:

• Get quick answers to common technology questions
• Learn how to use existing tools better
• Discover workflows that improve efficiency
• Learn from real agency experiences

Everything is available on your schedule and easy to consume.

What Is Catalyit Consulting?

Catalyit Consulting provides hands-on guidance when agencies need extra support.

Consulting services help with:

• Technology planning and roadmap development
• AMS selection or optimization
• Cybersecurity
• Evaluating and improving your tech stack

You work with a team that understands independent agencies and their challenges.

Frequently Asked Questions About Catalyit

Is Catalyit free to use?

Many agencies receive access through their state association. Catalyit also offers free tools and assessments, with additional resources available through membership.

Who is Catalyit built for?

Catalyit is built specifically for independent insurance agencies of all sizes.

Is Catalyit vendor neutral?

Yes. Catalyit is unbiased.

How much time does the Tech Assessment take?

Most agencies complete the Tech Assessment in under an hour, depending on agency size and complexity.

How Do You Get Started With Catalyit?

If you have not signed in recently, now is a great time to explore what is available to you.

Catalyit makes understanding insurance technology easy so you can better serve clients, save time, reduce risk, and build a stronger agency.

Sign in to your Catalyit account and start exploring today.