The Evolution of a Trusted Tool

Since launch, the Catalyit Agency Tech Assessment has helped independent agencies evaluate their technology, uncover gaps, and create a smarter roadmap for growth. But the original version was static—great for a snapshot, less effective as a long-term strategy tool.

So, we reimagined it.

Now, the new Tech Assessment is a powerful, interactive dashboard that evolves with your agency.

What’s New? A Lot.

This isn’t just a checklist. The new experience captures:

• What tools you’re using
• How satisfied you are with each
• What you’re spending
• How you compare to peers

All visualized in a live portal that gets smarter as more agencies participate.

Your Tech Journey, Visualized

Your roadmap is now simplified into three clear stages: Baseline. Better. Beyond.

You’ll see - 

🟢 Green: Tools you’re using and love

🟡 Yellow: Tools you’re using but not satisfied with

🔴 Red: Tools you have but aren’t working

❌ X: Tools you’re missing entirely

No more flipping pages—your entire journey is viewable at a glance.

Peer Benchmarking for Smarter Decisions

Once completed, you’ll unlock real-time insights:

• What platforms similar agencies are using
• Satisfaction ratings across tools
• Filters by agency size, region, or book of business

Get answers to common questions like:

• “What CRM are agencies like mine using?”
• “Are we behind on AI adoption?”

Built to Grow With You

Unlike the old version, the new Tech Assessment is living.

Update your data as your tech evolves. Revisit your dashboard as often as needed. Use it to plan upgrades and fuel smarter decisions.

And as more agencies complete it, the insights only get better—for you and the entire industry.

Your Next Step

Have you already taken the Assessment? It’s time for a fresh look.

Never started? Now’s the time.

It’s free, takes just 15 minutes, and unlocks a customized roadmap, peer insights, and consulting support.

This isn’t just a tool—it’s your competitive edge.

Take the Catalyit Tech Assessment now.