What Is Catalyit? A Technology Roadmap for Independent Insurance Agencies

Independent insurance agencies have more technology choices than ever. The real challenge is knowing which tools matter, how they should work together, and what your agency should do next.

Catalyit helps independent insurance agencies understand their technology, evaluate solutions, improve implementation, and create a practical roadmap for growth.

Through Catalyit’s partnership with Big “I” Indiana, eligible member agencies can access resources and guidance designed specifically for independent insurance professionals.

What Does Catalyit Do?

Catalyit provides independent technology guidance for insurance agencies.

Its resources help agencies:

• Understand their current technology
• Identify gaps and overlapping tools
• Compare their technology with industry peers
• Research new solutions
• Improve implementation and employee adoption
• Explore artificial intelligence responsibly
• Build a prioritized technology roadmap

Catalyit doesn't start with a product recommendation. We start by learning what an agency already has, what works, and what it wants to accomplish.

The goal is simple: help agencies make smarter technology decisions without figuring everything out alone.

Why Is Managing Agency Technology So Difficult?

Agency leaders are constantly introduced to new systems, features, integrations, and AI tools. Each promises to save time, increase revenue, or improve the client experience.

That creates pressure to keep buying.

However, many agencies already own technology that could solve their current problems. The missing piece may be training, workflow design, integration, or employee adoption.

Before purchasing another solution, agencies should ask:

1. What problem are we trying to solve?
2. Do we already own a tool that can solve it?
3. How will this technology fit into our current workflows?
4. Who will be responsible for implementation?
5. How will we measure success?

Catalyit helps agencies answer those questions before they commit additional time and money.

What Is the Catalyit Agency Tech Assessment?

The Catalyit Agency Tech Assessment evaluates an agency’s current technology environment.

It helps agencies document:

• The technology they currently use
• Their satisfaction with each system
• Technology costs
• Connections between platforms
• Missing capabilities
• Underused tools
• Opportunities for improvement

The assessment gives agency leaders a clearer view of their complete tech stack. It can also reveal tools that overlap, systems that are not delivering enough value, and areas where the agency may be falling behind.

After completing the assessment, agencies receive personalized insights and a roadmap for improvement. Eligible agencies can also review their results with a member of the Catalyit Consulting Team.

Most agencies can complete the assessment in approximately 15 to 20 minutes.

Why Should Agencies Assess Their Technology?

A technology assessment replaces assumptions with useful information.

Without a clear inventory, agency leaders may not know which tools employees use, which features are available, or how much the agency is spending across multiple systems.

An assessment can help an agency:

• Reduce unnecessary technology expenses
• Eliminate duplicate tools
• Improve inefficient workflows
• Discover underused capabilities
• Identify training needs
• Prioritize future investments
• Create accountability for implementation

It also gives leadership a shared starting point for technology conversations.

Instead of debating which product to buy next, the team can focus on the agency’s most important operational needs.

What Is the Catalyit State of Tech Report?

The Catalyit State of Tech Report shows how independent insurance agencies across the country are using technology.

The report is built from real agency data and feedback. It examines:

• Which tools agencies use
• How agencies rate their technology
• Where operational gaps exist
• Which technology categories are growing
• How agencies approach AI and cybersecurity
• What high-performing agencies do differently

Agencies can use the report to compare their technology with industry peers and evaluate whether an emerging trend deserves attention.

The report also highlights an important lesson. Owning technology does not automatically create better results. Agencies gain an advantage when they implement tools effectively, train employees, connect systems, and improve workflows.

How Does Catalyit Help Agencies Choose New Technology?

Choosing a new agency management system, CRM, automation platform, cybersecurity provider, or AI solution can require significant research.

Catalyit helps agencies make that process more manageable.

Its resources include:

• More than 25 technology guides
• A solution provider directory
• Product demonstrations
• Peer feedback
• Industry research
• Best practices
• On-demand education
• Expert guidance

These resources help agencies compare options and prepare for conversations with vendors.

Catalyit can also help an agency think through how a product will fit with its current technology, people, and processes.

The best solution is not necessarily the one with the longest feature list. It is the one that addresses a defined need and can be successfully adopted by the agency.

How Can Agencies Get More Value From Existing Technology?

Technology creates value only when people use it consistently and correctly.

A successful implementation usually requires:

• Clearly defined workflows
• Employee training
• Leadership support
• Documented expectations
• Clean and accessible data
• Ongoing measurement
• Regular process improvements

Catalyit offers education and resources to help agencies move from purchasing technology to using it effectively.

Available resources include weekly TechTips, practical guides, templates, product demonstrations, live sessions, and an on-demand learning library.

Agencies that want deeper instruction can also explore the Catalyit Agency Masterclass Series. Masterclass topics include artificial intelligence, cybersecurity, data and analytics, change management, technology architecture, and the client experience.

How Should an Insurance Agency Begin Using AI?

An agency should begin with a business need, not an AI tool.

Start by looking for work that is repetitive, time-consuming, or difficult to scale. Potential use cases may include summarizing information, drafting routine communications, organizing data, preparing meeting notes, supporting marketing, or improving internal documentation.

Before using AI, agencies should establish:

• Approved tools
• Data privacy requirements
• Acceptable use policies
• Human review procedures
• Employee training
• Clear ownership
• Measurable goals

The Catalyit AI Guide provides insurance-specific resources, including product information, prompts, demonstrations, policies, cybersecurity considerations, and practical use cases.

AI should support a clearly defined workflow. It should not become another disconnected tool that creates confusion or risk.

What Should New Catalyit Users Do First?

New users can get started with three practical steps.

1. Activate Your Access

Visit the Catalyit membership page to explore the access and discounts available through your state association.

2. Choose One Resource

Select the resource that best matches your current need.

Complete the Agency Tech Assessment if you need a clear picture of your tech stack. Review the State of Tech Report if you want industry benchmarks. Open a technology guide if you are researching a solution. Explore the AI Guide if your agency is considering artificial intelligence.

Starting with one priority makes technology improvement easier to manage.

3. Attend GetLYIT 2

GetLYIT 2 is Catalyit’s virtual technology event for independent insurance agencies.

The 2026 event takes place October 28 and 29 from 11 a.m. to 1 p.m. ET. It is designed to help agencies cut through technology noise, identify practical opportunities, and leave with clear next steps.

Frequently Asked Questions

What is Catalyit?

Catalyit is a technology guidance platform for independent insurance agencies. It provides assessments, research, educational resources, technology guides, product information, and expert support.

Who can use Catalyit?

Catalyit is designed for agency owners, operations leaders, technology decision-makers, producers, account managers, and other insurance professionals who use or evaluate agency technology.

Is Catalyit a software company?

Catalyit is not a traditional software vendor. It provides independent guidance and resources that help agencies understand their needs and evaluate available technology.

What is an insurance agency tech stack?

An agency tech stack is the collection of systems used to operate the business. It may include an agency management system, CRM, comparative rater, communication tools, cybersecurity services, marketing platforms, analytics tools, automation, and AI applications.

Can Catalyit help an agency select software?

Yes. Catalyit provides technology guides, solution provider information, demonstrations, peer insights, and expert guidance that agencies can use when comparing software.

Can Catalyit help an agency improve its current technology?

Yes. Catalyit helps agencies identify underused features, overlapping tools, workflow gaps, training needs, and opportunities to improve adoption.

Does Catalyit provide AI resources?

Yes. Catalyit offers an AI Guide, prompts, product information, demonstrations, policy guidance, cybersecurity considerations, and insurance-specific use cases.

Make Your Next Technology Decision With Confidence

A strong technology strategy is not measured by the number of tools an agency owns.

It is measured by how effectively those tools support employees, workflows, clients, and business goals.

Catalyit helps independent insurance agencies understand what they have, determine what needs to improve, and make informed decisions about what comes next.

Before buying another tool, ask one important question:

Are we getting the full value from the technology we already have?

The answer may reveal your agency’s most valuable next move.