3 minute read

New IA&B Member Benefit: Catalyit

Researching, evaluating, and incorporating technology into an independent agency are common pain points. Enter Catalyit (pronounced: cat-a-lit), a go-to technology resource for insurance agencies.

IA&B members now receive a free, full-access subscription to Catalyit.

WHAT IS CATALYIT?

Catalyit brings together world-class experts, guidance, solutions, training, and community. It aims to Increase agency profits and improve customer experience.

HOW CAN YOU BENEFIT?

Tools: Rely on the Agency Tech Assessment and Success Journey tools for a customized, step-by-step roadmap.

Guides & Reviews: Access topic guides that share insights, help you compare solutions in minutes, and include reviews.

Training: Get the most out of technology tools with live coaching, Q&A sessions, and an on-demand video vault.

Community: Discuss trends, best practices, and challenges with peers, experts, and providers.

Consulting: Need custom, one-on-one support? A team of experts can work directly with your agency.

WHERE SHOULD YOU BEGIN?

Take Catalyit’s 10-minute Tech Assessment. It immediately provides results, identifying where your agency shines and where there’s room to grow.

As part of your complimentary, full-access subscription, you can then schedule a 30-minute virtual meeting with Catalyit Technology Consultant Mark Parrish.

GET STARTED TODAY

Take advantage of this new member benefit by visiting: catalyit.com/iab

If you want more information or have questions, contact:

IA&B VP-Advocacy Claire Pantaloni at ClaireP@IABforME.com 800-998-9644, ext. 604

IA&B Legal & Corporate Affairs Director Don Bankus at DonB@IABforME.com 800-98-9644, ext. 603

WEBINAR: BENEFIT FROM CATALYIT

IA&B members are invited to attend this live webinar to learn about this new tech resource. We will walk you through the tools and benefits of Catalyit, so you can empower your agency.

Host: IA&B President & CEO Jason Ernest, Esq.

Guests: Cataylit's Marit Peters & Jason Furst

Thursday, August 29 11AM to Noon EST

To learn more and register: Online: IABforME.online/Catalyit Call: 800-998-9644, option 1

GUIDES & REVIEWS

Not sure which AMS to choose? Don’t have time to research five quoting platforms? Access Catalyit’s guides that help you compare tech solutions and include reviews by peers and tech gurus. Topics include:

Agency Management System

Carrier Submission Management

Customer Relationship Management

Cybersecurity

Data Analytics

Digital Payments

Electronic Signature

Generative AI, Chatbots, & RPAs

IT/Managed Service Provider

Marketing & Sales

Mobile Apps

Online Applications & Forms

Outsourcing Services

Phone Systems

Quoting Platforms

catalyit.com/guides-reviews

Catalyit can be a game changer for agencies. The simplified technology resource opens independent agents to a community where they can inspire, grow, and succeed.

- Jason Ernest, IA&B President & CEO

The number of ways agencies can leverage technology to increase profits and serve customers is nearly unlimited. But time, know-how, and fear of risk are getting in the way. Catalyit will solve it for them.

- Steve Anderson, co-founder of Catalyit

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