Catalyit August TechTips Roundup: Insights, Trends & Tools

August was packed with practical insights, emerging trends, and critical reminders for independent agencies navigating the tech landscape.

Here’s a quick look at what we covered.

From Paper Trails to AI Insights: Document Intelligence in Insurance

Manual document handling is slowing agencies down—but AI-driven document intelligence can streamline compliance, accuracy, and client service. Discover how to move from paper-heavy processes to actionable insights that power growth.

Read the full article

From Knowledge to Intuition: How to Build Expertise Faster

Expertise doesn’t just come from experience—it comes from building intuition through structured learning and applied practice. Learn how your team can accelerate development and turn knowledge into confidence.

Explore the strategies

Tech Stack Essentials Every Insurance Agency Needs

Your tech stack can make or break efficiency, client retention, and profitability. This post breaks down the core tools every agency should have in place to operate smarter.

See the essentials

Get Ready: Agency Compensation 360 Launches September 4 – We Need Your Input!

The most comprehensive compensation study for independent agencies goes live on September 4. Your voice matters—help shape the insights that will guide industry benchmarks.

Learn more & get involved

Mindset and Culture: What Really Separates Agencies That Win With Tech

The biggest differentiator isn’t just tools—it’s mindset. Discover the cultural shifts that enable agencies to adopt technology and consistently stay ahead effectively.

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How to Build an Automation Roadmap for Your Insurance Agency

Automation isn’t a one-and-done project—it’s a strategy. This roadmap gives you a step-by-step plan to identify priorities, build buy-in, and launch automation that scales.

Start building your roadmap

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