What Agencies Read Most and What to Act on Next
2025 was a turning point for independent agencies. The most-read Catalyit TechTips shared one common theme: practical technology that drives real results.
Here are the TechTips agencies couldn’t stop reading this year, and why they matter.
GetLYIT 2025: Top Takeaways
Big ideas that turned into real action.
GetLYIT 2025 focused on execution, not hype. Three themes stood out:
- Strategy before software
- Practical AI use cases inside agencies
- Measuring progress with clear goals and integration
Why it mattered: Agencies want clarity, not noise.
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Agency Compensation 360: Analytics Deep Dive
Turning compensation data into a strategic advantage.
This deep dive showed agencies how to move from guesswork to insight:
- Interactive dashboards built on real agency data
- Secure, confidential analytics designed for leadership decisions
Why it mattered: Compensation is no longer just payroll. It is a growth lever.
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The Future of RPA in Insurance: Trends to Watch
Automation is evolving fast.
RPA is no longer just task automation. Agencies are seeing:
- AI-powered automation that adapts and improves
- End-to-end workflows replacing one-off bots
- No-code tools that empower teams outside IT
- Better compliance and client experience
Why it mattered: Automation is becoming core infrastructure.
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From Paper Trails to AI Insights: Document Intelligence in Insurance
Smarter document handling without losing accuracy.
This TechTip broke down how agencies can modernize document workflows:
- OCR unlocked digitization
- AI interpretation added speed but introduced risk
- Hybrid models now balance accuracy, security, and efficiency
Why it mattered: Insurance runs on documents, and smarter tools are finally catching up.
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Tech Stack Essentials Every Insurance Agency Needs
Build a stack that actually works.
This popular post reminded agencies to focus on fundamentals:
- Understand workflows before buying tools
- Ensure CRM and AMS integration
- Invest in training and ongoing optimization
Why it mattered: A strong tech stack is built intentionally, not accidentally.
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Automating the Mundane: 3 Tasks You Shouldn’t Be Doing Manually
Quick wins every agency can implement.
This TechTip highlighted immediate time savers:
- Automating policy comparisons
- Improving intake with smart forms and workflows
- Reducing service friction through automation
Why it mattered: Small automations create big capacity gains.
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Bottom Line
The most popular TechTips of 2025 all point to the same truth: Technology should simplify your agency, empower your people, and support growth.
If you missed any of these, now is the time to catch up and take action.
Explore all Catalyit TechTips and start building your 2026 tech plan today.
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