Can Your Agency SOPs Pass the 7-Eleven Test?
Can Your Agency SOPs Pass the 7-Eleven Test?
July 29, 2025
3
min read
Disruption by Design: What IB FutureFest Got Exactly Right
Disruption by Design: What IB FutureFest Got Exactly Right
July 23, 2025
2
min read
Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment
Reimagining the Tech Journey: The New Catalyit Agency Tech Assessment
July 21, 2025
1
min read
The Most Powerful Automation in Your Agency Is Already in Your Inbox
The Most Powerful Automation in Your Agency Is Already in Your Inbox
July 6, 2025
2
min read
Insurance Agency Tech: Making Integrations Work for You
Insurance Agency Tech: Making Integrations Work for You
July 6, 2025
1
min read
Don’t Just Send a Holiday Email. Send One Worth Opening.
Don’t Just Send a Holiday Email. Send One Worth Opening.
July 1, 2025
1
min read
Automation That Works: Real-World Wins for Insurance Agencies
Automation That Works: Real-World Wins for Insurance Agencies
June 30, 2025
3
min read
A Culture Worth Copying: How One Insurance Agency Invests in People and Progress
A Culture Worth Copying: How One Insurance Agency Invests in People and Progress
June 23, 2025
4
min read
AI Isn’t the Future—It’s Your Next Move
AI Isn’t the Future—It’s Your Next Move
June 23, 2025
2
min read
Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.
Adapt or Be Automated: Why AI Won’t Take Your Job. But Complacency Will.
June 9, 2025
2
min read
AI and Automation in Action
AI and Automation in Action
June 5, 2025
2
min read
How Tariffs Could Impact Tech in Independent Insurance Agencies
How Tariffs Could Impact Tech in Independent Insurance Agencies
June 4, 2025
2
min read
The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever
The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever
June 2, 2025
1
min read
Accountability and Making SOPs Stick
Accountability and Making SOPs Stick
May 14, 2025
1
min read
How to Actually Build SOPs
How to Actually Build SOPs
May 6, 2025
2
min read
The Power of a Playbook – Why SOPs Are Worth the Time
The Power of a Playbook – Why SOPs Are Worth the Time
April 24, 2025
1
min read
You Can’t Scale Chaos – Why Agencies Need Written SOPs
You Can’t Scale Chaos – Why Agencies Need Written SOPs
April 22, 2025
2
min read
Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually
Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually
March 3, 2025
2
min read
Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish
Don’t Be Like the Yankees: Outdated Policies Will Make You Look Foolish
February 26, 2025
3
min read
Office Space Day: Peter Gibbons’ Journey to 2025
Office Space Day: Peter Gibbons’ Journey to 2025
February 19, 2025
2
min read
Office Space Day: Bill Lumbergh’s Journey to 2025
Office Space Day: Bill Lumbergh’s Journey to 2025
February 19, 2025
3
min read
Office Space Day: Celebrating 26 Years of Workplace Evolution
Office Space Day: Celebrating 26 Years of Workplace Evolution
February 19, 2025
2
min read
Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents
Unlocking Efficiency: How Commission Reconciliation AI Tools Are Changing the Game for Insurance Agents
February 12, 2025
3
min read
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline
Navigating the Sales Maze: Why Your Insurance Agency Needs a Sales Pipeline
February 12, 2025
2
min read
Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions
Moneyball for Insurance: Using Data to Drive Smarter Agency Decisions
February 12, 2025
2
min read
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners
November 25, 2024
3
min read
Preparing Your Team for RPA-Driven Workflows: A Learning Journey
Preparing Your Team for RPA-Driven Workflows: A Learning Journey
September 24, 2024
3
min read
The Future of RPA in Insurance: Trends to Watch
The Future of RPA in Insurance: Trends to Watch
September 23, 2024
3
min read
How to Get Started with RPA in Your Agency Today
How to Get Started with RPA in Your Agency Today
September 4, 2024
4
min read
Key Processes in Insurance That Can Be Automated with RPA
Key Processes in Insurance That Can Be Automated with RPA
September 3, 2024
2
min read