May 20 Update - State of Tech Report, Comp360 Q2 Insights & More

Happy Wednesday,

Key updates and upcoming dates to share with your members:

This is the fourth edition of the report. Moving forward, reporting will become more real-time as additional agencies complete the Tech Assessment.

Please encourage members to complete the Tech Assessment. Their data powers the report and provides agencies with personalized operational insights.
➡️ https://catalyit.com/tech-assessment

Save the date: June 10
We’ll host a live webinar reviewing key findings and trends from the State of Tech Report.
➡️ https://catalyit.com/catalyit-live/getlyit-sotr-edition

Our second Masterclass launches July 13 and will be led by Casey Nelson.
➡️ https://catalyit.com/masterclass

Focus areas include:

• Evaluating agency technology
• Building a stronger tech stack
• Improving operational efficiency

➡️ Marketing Resources: https://lp.catalyit.com/state-resource-center

Yesterday, we hosted the Agency Compensation 360 Q2 Insights webinar.

Resources:

• Webinar recording + summary: https://catalyit.com/vault/comp360-q2-insights
• Q2 Insights report: https://catalyit.com/comp360/national-insights

This blog has seen strong engagement and is a great resource to share with members:
➡️ https://catalyit.com/techtips/navigating-the-sales-maze-why-your-insurance-agency-needs-a-sales-pipeline

Our first Masterclass Series launched this week. Agencies can still join at any time.
➡️ Change Management Guide: https://catalyit.com/guides/change-management

We’re also continuing our one-on-one state marketing meetings. If you’d like to review campaigns, marketing opportunities, or member engagement ideas, schedule time with us.

Have a great holiday weekend, and we’ll talk next week.

Kind regards,
Katrina