2026 State of Tech Report Insights

Insurance agencies shift from tech adoption to operational efficiency

The Rundown

Catalyit’s 2026 State of Tech Report, thanks to Momentum AMP, revealed a major shift in the insurance industry: agencies are no longer asking which technology to buy — they’re focused on how to operationalize technology, AI, data, and cybersecurity to drive growth, efficiency, and profitability.

The Context

• Catalyit’s report highlights that agencies continue to struggle with technology implementation, often creating workflow bottlenecks that limit growth and reduce profitability.
• AI is rapidly becoming a permanent part of agency operations, with future success tied to integrating AI into core business systems rather than treating it as a standalone tool.
• The report focused heavily on operational maturity, including process discipline, accountability, utilization, and consistency across agency workflows.
• Cybersecurity remains a critical concern, with agencies encouraged to strengthen foundational controls such as password management, risk assessments, and technology governance.
• Agencies are encouraged to work with experienced consultants and strategic partners to guide AI adoption and implementation rather than navigating the process alone.

Why it Matters

This webinar underscored that competitive advantage is no longer determined by simply purchasing new technology. Agencies that combine strong operational processes with AI, cybersecurity, and integrated platforms will be better positioned to scale efficiently, control costs, and adapt to a rapidly changing insurance landscape. Those that fail to modernize risk falling behind more agile competitors.

Watch now to hear the key insights from Catalyit's 2026 State of Tech Report.

Explore the 2026 State of Tech Report and see how your agency compares.