Why Should I Retake the Agency Tech Assessment?

It’s a fair question and one we’ve heard a lot since rolling out the new version of our Agency Tech Assessment: “I already took it once. Why should I do it again?”

Here’s the thing: the Tech Assessment isn’t a one-and-done activity. It’s a dynamic, evolving tool built to grow with your agency—and it just got a serious upgrade.

Built to Evolve With You

The Catalyit Tech Assessment has helped independent agencies since 2022, giving clarity on their tech stack, identifying gaps, and mapping out smarter growth strategies.

Now? It’s more powerful, more personalized, and more useful than ever.

Because Tech—and Your Agency—Has Changed

The insurance tech world moves fast. New features launch, integrations improve, and your agency’s needs shift. What worked two years ago might not be the best fit today.

If you’ve upgraded systems, streamlined workflows, or made staffing changes, it’s time to recalibrate. Your current setup deserves a fresh look and a roadmap that reflects where you are now.

What’s New? A Lot.

The updated Tech Assessment includes:

• Interactive Dashboard: See your results instantly, across key tech categories
• Benchmarking Filters: Compare your stack by agency size, region, and AMS
• Tool-Level Insights: Spot which tools help or hinder your progress
• Year-Round Workshops: Get access to coaching and sessions tailored to your results

It’s Fast, Smart, and Free for Members

This is one of the most valuable tools we offer, and it’s included in your Catalyit membership. It takes just 15 minutes, and the insights are instant.

So if you’ve been wondering whether it’s worth doing again, here’s your answer: If your agency has changed, your roadmap should too.

Start Tech Assessment