Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment

From Static Checklist to Living Tech Dashboard

Since its launch, the Catalyit Agency Tech Assessment has helped independent insurance agencies evaluate their technology, uncover gaps, and build a smarter roadmap for growth. The original version delivered a helpful snapshot of an agency’s tech stack, but as agency technology evolved, so did the need for deeper insight.

That is why we reimagined it.

The new Catalyit Tech Assessment is now a powerful, interactive dashboard designed to grow with your agency and support smarter technology decisions over time.

What’s New in the Catalyit Tech Assessment

This is not just a checklist. The updated Tech Assessment captures real operational insight, including:

• What technology tools your agency is using
• Satisfaction levels for each tool
• Estimated technology spend
• How your agency compares to peers

All of this data is visualized inside a live dashboard that becomes more valuable as more agencies participate.

Your Agency Tech Stack, Clearly Visualized

The new Tech Assessment organizes your technology journey into three simple stages:

Baseline. Better. Beyond.

Your dashboard highlights:

🟢: Tools you are using and are satisfied with

🟡: Tools you are using but not satisfied with

🔴: Tools you have that are not delivering value

❌: Tools you are missing entirely

Instead of flipping through pages, your entire tech stack is viewable at a glance.

Real Peer Benchmarking for Smarter Decisions

Once you complete the assessment, you unlock real-time benchmarking insights that help answer common agency questions, including:

• What platforms similar agencies are using
• Satisfaction ratings across technology categories
• Filters by agency size, region, and book of business

Agencies can quickly answer questions like:

• What CRM are agencies like mine using?
• Are we behind on AI adoption?
• Where are other agencies investing in automation?

This peer-based data removes guesswork and replaces it with clarity.

A Living Tech Assessment That Grows With Your Agency

Unlike the original version, the new Catalyit Tech Assessment is designed to evolve.

You can update your data as your technology changes, revisit your dashboard anytime, and use it to guide future upgrades and investments. As more agencies complete the assessment, the benchmarking insights become stronger and more valuable for the entire industry.

Take the Catalyit Tech Assessment

Already completed the assessment in the past? It is time for a fresh look.

Never taken it before? Now is the perfect time to start.

The assessment is free, takes about 15 minutes, and unlocks:

• A customized technology roadmap
• Peer benchmarking insights
• Consulting support and guidance

This is not just a tool. It is a competitive advantage.

Take the Catalyit Tech Assessment now.