The New Catalyit Agency Tech Assessment Is Here—And It’s Smarter Than Ever

The Smartest Way to Evaluate Your Insurance Agency Technology

We have reimagined the Catalyit Tech Assessment from the ground up. It is now the most effective way for insurance agencies to evaluate their technology, uncover gaps, and build a clear plan for what comes next.

This is not just an assessment. It is a smarter, more actionable way to understand your tech stack and move forward with confidence.

Why the Tech Assessment Matters for Insurance Agencies

Choosing and managing agency technology is harder than ever.

Agencies are juggling AMS platforms, CRMs, marketing tools, automation, data solutions, and AI. With so many options, it is easy to overspend, underuse tools, or miss opportunities that improve efficiency and client experience.

The Catalyit Tech Assessment simplifies the process by delivering clear, customized insights you can actually act on.

What Is the Catalyit Tech Assessment?

The Catalyit Tech Assessment is an interactive evaluation designed specifically for independent insurance agencies. It helps you understand:

• What technology you are using today
• How satisfied you are with each tool
• Where gaps and inefficiencies exist
• How your agency compares to peers nationwide
• What steps will create the most impact next

What’s New in the Updated Tech Assessment?

The updated experience is faster, cleaner, and more personalized. Based on insights from hundreds of agencies, the new assessment delivers:

• A streamlined, easy-to-use interface
• Insights tailored to your agency size and goals
• Clear, actionable recommendations
• Ongoing support beyond completion

This is not a one-time snapshot. It is designed to support continuous improvement.

What You Unlock After Completing the Assessment

Completing the Tech Assessment gives you access to powerful tools and exclusive resources, including:

Success Journey Milestones
Track your progress with a personalized roadmap that shows where you are and what to focus on next.

Peer to Peer Analytics
See how your tech stack compares with agencies across the country.

Visual Tech Stack Map
Get a clear visual snapshot of your tools and systems in one place.

Real Agent Ratings
Learn which tools agencies love and which ones fall short based on real feedback.

Tech Stack Knowledge Hub
Access expert-curated articles, videos, and guides to help you make smarter tech decisions.

Complimentary Coaching Call
Review your results with a Catalyit team member and talk through next steps.

Year-Round Workshops
Join focused sessions designed to strengthen specific areas of your tech stack.

How to Access the New Tech Assessment

If you are a Catalyit member, getting started is simple:

1. Go to the Tech Assessment page and click “Take Assessment”
2. Enter the email address we have on file
3. Check your inbox for a verification code
4. Enter the code and begin your assessment

If you have trouble accessing the portal, complete the support form, and our team will help you get set up.

Not a Catalyit Member Yet?

Now is a great time to join.

Start your free 7-day trial and unlock access to the Tech Assessment, the Knowledge Base, workshops, and more tools designed to help your agency grow smarter and faster.

FAQ

What is the Catalyit Tech Assessment?
An interactive tool that helps insurance agencies evaluate their technology, identify gaps, and plan improvements.

Who should take it?
Independent insurance agencies looking to improve efficiency, reduce tech waste, and strengthen their tech stack.

What do you get after completing it?
Benchmarks, analytics, a visual tech map, expert resources, and coaching support.