TechTips

Level Up: How Independent Insurance Agencies Can Thrive with the Right Tech Strategy

Written by Marit Peters | June 23, 2025

Insurance agencies today face no shortage of challenges—shifting markets, increasing client demands, and evolving technologies. One thing is certain: the agencies that embrace innovation will thrive.

At FAIA’s 121st Convention, I had the pleasure of speaking to agents about how we can use technology not just as a tool, but as a multiplier. My message? Technology isn’t here to replace us. It’s here to amplify us.

From the Wheel to the Moon

Technology has always been about magnifying human ability. It took over 5,000 years to go from the wheel to the Wright brothers, but only 66 years after that to land on the moon. That’s exponential growth—and we’re seeing the same speed today with AI and insurtech tools.

Agencies can no longer afford to wait. The pace of change demands action.

Stop Solving Tech Alone

At Catalyit, we make navigating insurance technology easy. You don’t have to go it alone.

Seven state associations came together to create Catalyit with a single mission: to help independent agencies identify, evaluate, and implement the right technology for their business.

A Culture of Adoption

The agencies making the most progress aren’t necessarily the ones with the biggest budgets—they’re the ones that make technology a part of their culture.

Here’s how you can do the same:

  • Talk about it routinely. Add “tech check-ins” to your meetings. Ask your team what they’ve tried. Celebrate wins.
  • Make it tangible. Don’t just say, “We’re using AI.” Show how a tool saved 30 minutes or prevented an error.
  • Ask better questions. What’s wasting time? What tasks should we never have to do again?

If a computer can do something a human is doing, it’s time to rethink the workflow.

The Tools Are Here

Catalyit offers a complete platform to guide your tech journey, including:

  • Tech Assessment – Evaluate your stack and uncover gaps. We’ll show you what to do first (crawl), then grow from there (walk, run).
  • Guides and Reviews – Compare tools by functionality, pricing, and user feedback.
  • Consulting – Want help? Our experts can serve as your fractional Chief Information Officer.

All of this is free to Catalyit Full Access members.

It’s Time to Level Up

Technology should never feel like a burden. When used right, it enables your team to do more meaningful work—building relationships, serving clients, and growing your agency.

So what’s next?

The future isn’t about just doing things faster. It’s about doing them differently. Let us help you get there.