On-Demand Vault

Before You Buy AI: What Every Agency Must Do First

lauren@catalyit.com (Lauren Crosby) — Thu, 18 Jun 2026 19:45:00 GMT

Before You Buy AI, Fix This First

The Rundown

Insurance agencies eager to adopt AI may be focusing on the wrong problem. In this Catalyit Live webinar, leaders from Ennabl argued that successful AI adoption starts with strong operational fundamentals, including clean data, documented processes, and connected systems, before investing in new AI tools.

2026 State of Tech Report Insights

mpete@iiat.org (Marit Peters) — Wed, 10 Jun 2026 17:30:00 GMT

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.

Qumis Live Demo

lauren@catalyit.com (Lauren Crosby) — Tue, 09 Jun 2026 19:30:00 GMT

Qumis showcases AI-powered coverage intelligence for insurance agencies

The Rundown

In this Catalyit Live Demo Lounge webinar, Qumis CEO and co-founder Dan Schulman demonstrated how the company’s AI platform helps insurance professionals analyze policies, identify coverage gaps, compare quotes, support claims advocacy, and create client-ready reports. The platform is designed to go beyond simple automation by acting as a coverage intelligence tool that helps agencies improve decision-making, scale expertise, and deliver higher-quality service.

UKON Live Demo

lauren@catalyit.com (Lauren Crosby) — Tue, 02 Jun 2026 19:45:00 GMT

UKON aims to close cyber’s protection gap

The Rundown

UKON’s demo showed how agencies can identify uninsured cyber exposure across their book, prioritize outreach, and turn cyber from “we’ll get to it” into a repeatable revenue opportunity.

Catalyit Coffee Chat with Outmarket AI

casey@catalyit.com (Casey Nelson) — Fri, 29 May 2026 18:30:00 GMT

Outmarket targets insurance agencies’ AI efficiency gap

The Rundown

Casey Nelson met with Outmarket's Alpesh Patel (Chief Revenue Officer) and Marrissa DeLuca (Founding Account Executive) to discuss their AI platform built specifically for independent insurance agencies to help address talent shortages, improve client responsiveness, and reduce errors. Outmarket is creating an insurance-specific AI foundation that agencies can trust and reports adoption across more than 250 agencies ranging from small firms to large enterprises.

Agency Compensation 360: Q2 Insights

mpete@iiat.org (Marit Peters) — Tue, 19 May 2026 18:48:22 GMT

What Independent Agencies Need to Know About Compensation Benchmarking

Compensation decisions are getting harder for independent insurance agencies.

Catalyit Coffee Chat with Motiva Networks

casey@catalyit.com (Casey Nelson) — Mon, 18 May 2026 18:30:00 GMT

Cybersecurity compliance is becoming non-negotiable for insurance agencies

The Rundown

In a conversation with Catalyit, Motiva founder and CEO Walter Contreras discussed how growing cybersecurity regulations and rising cyber threats are forcing insurance agencies to take a more proactive approach to compliance, risk assessments, and vendor oversight. With more states adopting regulations modeled after New York’s cybersecurity framework, agencies can no longer afford to treat cybersecurity as an afterthought.

Catalyit Coffee Chat with UKON

casey@catalyit.com (Casey Nelson) — Fri, 15 May 2026 17:15:00 GMT

UKON aims to close the cyber insurance protection gap

The Rundown

In a recent chat with Catalyit, UKON CEO Matt Hightower shared how the company is helping independent agencies build and scale cyber insurance programs. By combining technology, AI, and human expertise, UKON acts as an outsourced cyber practice, helping agencies identify coverage gaps, educate clients, and proactively grow cyber insurance revenue.

Big I Arkansas Launches Catalyit Member Benefit

jason@catalyit.com (Jason Furst) — Wed, 13 May 2026 17:30:00 GMT

Catalyit helps Big “I” Arkansas agencies simplify insurance tech strategy

The Rundown

Big I Arkansas partnered with Catalyit to introduce members to a suite of technology tools, assessments, and consulting resources designed to help independent insurance agencies streamline operations, evaluate tech stacks, and better prepare for AI-driven industry changes.

Catalyit Coffee Chat with Exdion

casey@catalyit.com (Casey Nelson) — Wed, 13 May 2026 15:45:00 GMT

Exdion cuts through the AI noise with insurance-specific automation

The Rundown

In a recent Coffee Chat with Catalyit, Exdion Insurance SVP Dan Narayan discussed how agencies can move beyond AI hype and focus on solutions that deliver measurable results. Drawing on years of insurance-specific experience, Exdion helps agencies automate policy review, proposal generation, and document processing, freeing staff to focus on client relationships and business growth.

ePayPolicy Live Demo

lauren@catalyit.com (Lauren Crosby) — Tue, 12 May 2026 19:45:00 GMT

ePayPolicy spotlights automation for insurance agencies

The Rundown

ePayPolicy demonstrated how its payment and premium finance platform helps insurance agencies automate manual workflows, streamline reconciliations, and reduce administrative headaches through integrations with agency management systems and finance partners.

The Context:

ePayPolicy presented its platform as a centralized solution for digitizing insurance payment processes across agencies, brokers, and carriers.
The demo focused heavily on integrations with agency management systems and premium finance partners, allowing payments and financing activity to sync automatically.
ePayPolicy emphasized automation features designed to cut down on repetitive administrative work, including reconciliation and payment tracking.
The platform currently serves more than 11,000 insurance organizations nationwide, with adoption spanning retail agencies, wholesalers, and specialty firms.
Payment automation was framed as a strategic advantage, enabling agencies to redirect time from back-office operations toward client service and growth initiatives.

Why it Matters

Insurance agencies are under growing pressure to modernize outdated payment and accounting workflows. Platforms like ePayPolicy reflect a broader shift toward embedded automation in insurance operations, where efficiency, integrations, and faster customer experiences are becoming competitive necessities rather than optional upgrades.

PathwayPort Live Demo

lauren@catalyit.com (Lauren Crosby) — Thu, 07 May 2026 20:00:00 GMT

Insurance agencies turn to automation for client communication

The Rundown

In this Catalyit Live Demo, PathwayPort showcased how insurance agencies are using automation and agency management system integrations to reduce repetitive admin work, improve consistency, and streamline communication across the client lifecycle.

The Context

The session explored how agencies are automating repetitive client touchpoints like renewals, onboarding, and follow-up communications.
PathwayPort demonstrated integrations with agency management systems designed to simplify workflows and reduce manual administrative tasks.
PathwayPort emphasized that automation tools can help agencies maintain consistent communication without increasing staff workload.
The discussion also highlighted how agencies are leveraging automation to improve scalability while keeping service experiences personalized for clients.

Why it Matters

Insurance agencies are under increasing pressure to do more with leaner teams, and automation is quickly becoming less of a “nice-to-have” and more of a competitive necessity. As customer expectations rise for faster, more personalized communication, agencies that successfully automate repetitive processes may gain a major edge in efficiency, retention, and client experience without dramatically expanding headcount.

Big I Tennessee Launches Catalyit Member Benefit

casey@catalyit.com (Casey Nelson) — Wed, 06 May 2026 17:30:00 GMT

The Rundown

Big I Tennessee just launched Catalyit as a new member benefit, giving independent insurance agencies access to technology research, benchmarking tools, consulting support, and agency assessments designed to simplify technology decisions.

Invisible Friction: Find Waste, Fix Handoffs, Improve Turnaround

Total CSR — Tue, 05 May 2026 20:17:47 GMT

Agencies battle invisible workflow friction

The Rundown: Total CSR CEO Justin Goodman says agencies don’t have a people problem. They have a process problem. Late certs, missed renewals, and dropped handoffs usually come from invisible friction hiding inside everyday workflows.

Exdion EyeQ Product Spotlight

Exdion — Wed, 29 Apr 2026 15:15:00 GMT

Check out this Product Spotlight video for Exdion EyeQ, the agentic AI solution for agencies and brokers.