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The Vault
Your Video Lounge
Hot Topics...
Build a Tech Stack on a Strong Operational Foundation
Hot Topic Archive
Catalyit consultant Mallory Cornell discusses the importance of a good operational foundation to build a tech stack. Without a good foundation and buy-in from your team, your investment is likely not to work as intended.
Get the Most Out of Your AMS
Hot Topic Archive
Join George Robertson and our special guests from Applied, HawkSoft, Vertafore, and Xanatek to review your process and design a game-changing strategy to take your AMS to the next level.
Don't Have a CRM? Maybe You Should.
Hot Topic Archive
Join George Robertson and our Solution Provider panel to explore the benefits of a CRM, including its assistance with customer service and sales processes, ways to improve marketing efforts, the advantages of retention, and how to leverage data.
IT Meetup: Unleash the Full Potential of the Cloud
Live Q&A Archive
Join Mark and Tara for an important conversation with Archway and Rhodian about the cloud: What do you need to do to be ready to transition to the cloud? What cybersecurity measures do you need to consider with a cloud environment? ...and more!
Google Analytics Changes & How to Get it Right
Hot Topic Archive
Bob Whitis from BrightFire dives into the significant changes coming to Google Analytics 4 (GA4) starting July 1st and how it will affect your analytics moving forward.
Diving into the 2023 Tech Stack Findings
Hot Topic Archive
Join the Catalyit Team as we dive into how agencies feel about the technology they're using and how it impacts agency value.
Catalyit & ACT Collaboration: Explained
Q&A Archive
Join us for a conversation with Chris Cline and Steve Anderson as they share in more detail what Catalyit’s collaboration with the Agents Council for Technology (ACT) will mean for bringing enhanced value to insurance agents.
Tech-Up Deep Dive
Hot Topic Archive
You have the Tech-Up checklist, but maybe have some questions on how to complete a few of the items. Don't worry, we have answers. Join Angela, George, and Steve as they help get your agency up to speed.
What is Catalyit?
Catalyit Team
Join the Catalyit Team as we walk through the Catalyit platform and all it has to offer.
Business Email Compromise (BEC) with RPost
Hot Topic Archive
Mark chats with the RPost Team on email security and uncover tips to make sure it doesn't happen to you and your customers.
Exploring GPT-3: The Machine Learning Content Tool
Hot Topic Archive
Join Steve Anderson and Tara Mitchell as they explore what GPT-3 can do, what's coming, and what to watch out for before jumping in.
Managing Agency Passwords
Hot Topic Archive
Check out Steve's session on how to securely manage passwords within your agency.
Budgeting for Tech Workshop
Hot Topic Archive
Carey Wallace joins Steve to discuss how having a budget can set you up to make technology investments with confidence and turn it into a profit center.
Manage The Storm After The Storm - Using Tech to Care for Clients
Hot Topic Archive
Join Steve as he talks through lessons learned from historical catastrophes and shares insight on how leveraging technology can help your agency and clients in times of crisis.
Maximizing Your AMS
Hot Topic Archive
Join Steve as he shares 8 ways to maximize your Agency Management System.
Cybersecurity: Back to Basics
Hot Topic Archive
Mark dives into the key things you need to know about cybersecurity and what you should have in place to protect your agency.
State of Multi-Factor Authentication
Hot Topic Archive
Steve and a panel of industry experts discuss the benefits and challenges of adding MFA for carriers and their agents.
How to Leverage Google Reviews
Hot Topic Archive
Learn why Google Reviews are important and how to leverage them for your agency.
How I Would Hack Your Agency and Simple Ways to Prevent a Breach
Hot Topic Archive
Brad from Archway Computer shares his cybersecurity expertise on how to prevent a breach in your agency.
Website ADA Compliance
Hot Topic Archive
Join Steve's session as he reviews what ADA Compliance means and how you can make your website accessible while protecting your agency from litigation.
Panel: Budgeting for Tech
Hot Topic Archive
Join Steve and three independent agents for a panel discussion on Budgeting for Technology.
5 Processes for Agency Productivity
Hot Topic Archive
Check out Steve's five processes to help improve your agency's productivity.
Cybersecurity
Hot Topic Archive
What you need to know about Ransomware.
Creating a Five-Star Customer Experience
Hot Topic Archive
Join Steve for the first of his Beyond Best Practices Series where he talks about how to create a five-star experience for you customers.
Taming Your Inbox
Hot Topic Archive
Check out Steve's 10 steps to taming your e-mail inbox.
What is Catalyit?
Steve Anderson
Learn about the Catalyit platform from Steve Anderson himself!
Demo Lounge...
Xanatek
Demo Lounge Archive
Watch Xanatek's demo of their cloud-based agency management system.
Loss Scan
Demo Lounge Archive
Check out the demo of Loss Scan's data extraction tool to leverage your loss runs and amplify your carrier submissions.
EZLynx
Demo Lounge Archive
Check out Applied's demo of the EZLynx AMS and industry-leading comparative rater.
AMS360 & Commercial Submissions
Demo Lounge Archive
Check out Vertafore's demo of their AMS and commercial lines quoting solution.
HawkSoft
Demo Lounge Archive
Watch HawkSoft's demo of their agency management system.
SALT
Demo Lounge Archive
Watch the demo of SALT Insure and their digital application solution.
Applied Pay
Demo Lounge Archive
Check out Applied Pay's demo of their integrated digital payment system.
CyberFin
Demo Lounge Archive
Watch CyberFin's demo of their cybersecurity solution in action.
BrightFire
Demo Lounge Archive
Watch BrightFire's demo of their digital marketing and prospecting solutions.
MyHealthily
Demo Lounge Archive
Watch MyHealthily's demo of their easy-to-use small group benefits quoting platform.
Levitate
Demo Lounge Archive
Watch Levitate's demo of their "Keep-in-Touch" relationship marketing platform that includes email marketing, texting, social media management, and AI content tools.
BondExchange
Demo Lounge Archive
BondExchange demonstrates how their platform allows agents to instantly prequalify for, quote, and issue a majority of surety bonds instantaneously.
Simply Easier Payments
Demo Lounge Archive
Check out Simply Easier Payments' demo of their no-cost digital payments solution specifically catered to the insurance industry.
GloveBox
Demo Lounge Archive
Watch the GloveBox demo of their mobile app that can service both your personal and commercial clients.
RMail by RPost
Demo Lounge Archive
RPost shares how RMail can help keep your agency safe from potential data breaches using its latest state-of-the-art technologies.
Tarmika
Demo Lounge Archive
Watch this demo of Tarmika's single-entry commercial lines rating solution.
Vertafore Small Agency Solutions
Demo Lounge Archive
Check out Vertafore's demo of their technology suite for smaller agencies: QQCatalyst, PL Rating, and AgencyZoom.
Indio
Demo Lounge Archive
Check out this demo of Indio's simple, Turbo-Tax like application and submissions management platform.
Better Agency
Demo Lounge Archive
Watch Better Agency's demo of their all-in-one tool, featuring both a sales-driven AMS and a powerful CRM.
RPost
Demo Lounge Archive
Watch RPost's demo of their RMail® and RSign® email security features.
Archway
Demo Lounge Archive
Check out our session with Archway Computer, where they outline their IT and cybersecurity service offering.
SIS Partner Platform
Demo Lounge Archive
Watch the SIS demo of their web-based AMS platform.
ActiveWords
Demo Lounge Archive
Watch ActiveWords demo their tool that accelerates repetitive tasks and eliminates inefficiencies.
AgentSync
Demo Lounge Archive
Watch Agentsync's demo of their license compliance platform.
Quick hits...
How to Use Zapier to Automate Repetitive Tasks
Steve Anderson
Cool tool alert. This will help your systems talk to each other.
5 Tips for Managing Activities in Applied Epic Home Base
Dana Beals
Dana Beals, one of Catalyit’s Expert Consultants, dives into 5 quick tips for managing your Applied Epic activities.
Data Analytics
Carey Wallace
Step one - stop what you're doing and think about this.
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We’re here to help you turn tech into a profit center. It’s within reach!
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