Catalyit: Who We Are and How We Can Help You

Welcome to Big I Indiana. One member benefit you will not want to overlook is complimentary access to Catalyit.

Technology problems rarely arrive with labels.

They show up as duplicate data entry, a manual workaround everyone dislikes, a password only one person knows, or software the agency pays for but barely uses.

Then a new question lands on your desk: What are we doing about AI?

Most independent agencies do not have a full-time technology specialist. These decisions usually fall to an owner or operations leader who already has plenty to do.

You do not need to become a tech expert.

Catalyit, pronounced “cat-a-lit,” was built by insurance professionals for independent insurance agencies. We help agencies understand their options, compare products, and decide what deserves their time and money.

Most agencies do not need more software. They need a clearer view of what they already have.

Start with one problem.

If you are unsure where to begin, take the Agency Tech Assessment. It takes about 15 minutes and helps identify where your agency is doing well, where problems may be hiding, and what to address next.

From there, you can use Catalyit to:

• Read the State of Tech Report thanks to Momentum AMP and see what other independent agencies are doing
• Search a directory of more than 350 technology solution providers
• Get ideas from weekly TechTips
• Watch product demonstrations before scheduling another sales call
• Use guides, on-demand training, and live events with your team

A producer, account manager, and agency owner may use the same system every day but experience three completely different problems. That is why Catalyit access is available to your whole team.

Why this matters

Buying the wrong tool is expensive. Keeping the right tool poorly configured can be just as costly.

When systems do not work together, employees create their own fixes. Spreadsheets multiply. Information gets entered twice. Client follow-up depends on someone remembering to do it.

A practical technology plan helps your agency spend more carefully, reduce repetitive work, and give employees more time for clients.

Your access is already waiting.

Big I Indiana members receive complimentary access to Catalyit.

Getting started takes two steps:

1. Visit Catalyit.com and create your account.
2. Select Big I Indiana as your state association so your member access is applied.

See Catalyit in action.

Join us for a live walkthrough:

Catalyit: Who We Are and How We Can Help
Wednesday, October 14 | 11 AM – 12 PM ET

We will show you what is included, how to find the resources you need, and where your agency might want to begin. Bring the technology question that has been sitting on your list.

Register for the October 14 session →

You do not have to solve everything at once. Pick one problem and start there.