July 17 Update - Here’s What’s Happening at Catalyit

Hi,

Here’s your Thursday update on all things Catalyit.

Our BIG Push Right Now

We need your help encouraging agencies to complete our new Tech Assessment—it’s the fastest way to gain tech clarity, spot gaps, and boost efficiency. If agents want to grow, this is the first step.

• Landing Page: https://catalyit.com/techassessment
• New Blog About TA: Why Should I Retake the Agency Tech Assessment? https://catalyit.com/techtips/why-should-i-retake-the-agency-tech-assessment.
• Extra Push: 😎 Complete the Agency Tech Assessment by July 31st for a chance to win Ray-Ban Meta Smart Glasses because seeing your agency’s future clearly deserves a stylish reward.
• Graphics Zip Folder: https://catalyit.com/hubfs/State-Marketing-Materials/Tech-Assessment-Graphics.zip
• Catalyit Ads Zip Folder: https://catalyit.com/hubfs/State-Marketing-Materials/Catalyit-Storybrand-Ads.zip

3 Blogs to Share This Week

The Importance of a Solid AI Cybersecurity Policy

AI is powerful, but without the right safeguards, it can also be risky. Learn why your agency needs a solid AI cybersecurity policy and how to get started.

https://catalyit.com/techtips/the-importance-of-a-solid-ai-cybersecurity-policy

Automation That Works: Real-World Wins for Insurance Agencies

Discover how agencies are using automation to save time, reduce errors, and boost productivity—without overhauling their entire tech stack. These real-world wins show that smart automation doesn’t have to be complicated to make a big impact.

https://catalyit.com/techtips/automation-that-works-real-world-wins-for-insurance-agencies

Level Up: How Independent Insurance Agencies Can Thrive with the Right Tech Strategy

Unlock your full potential with smart technology strategies—no mega-budget required. Learn actionable tips to build a culture of tech adoption, assess your stack, and amplify your impact, so you can serve clients better and grow more efficiently.

https://catalyit.com/techtips/level-up-how-independent-agencies-can-leverage-technology-to-reach-their-full-potential

Catalyit Calendar

• Early September: Agency Compensation 360 Launch
• October: Cyber Month
• Late October: 2025 State of Tech Report
• Late October: Our First-Ever Virtual Conference

Upcoming Webinars

Tuesday, July 29 – 2 PM ET

Neural Earth Live Demo

See how AI-powered geospatial risk tools are transforming risk assessment.

https://catalyit.com/catalyit-live/demo-lounge-neural-earth

Thursday, July 31 – 2 PM ET

Certificate Hero Live Demo

Discover how generative AI is streamlining certificate processing and compliance.

https://catalyit.com/catalyit-live/demo-lounge-certificate-hero

Product Update: TechTerms

Our TechTerms glossary makes complex terms simple so agents and you can focus on what matters.

https://catalyit.com/techterms

Let us know how we can support your team. We’re here to help.

Thanks,

Katrina