May Marketing News & Notes

Howdy from Austin, Texas!

We’ve got the Catalyit team together this week for our annual meeting — and we’re setting our goals for the rest of 2025. Here’s a quick snapshot of what’s happening.

Website

• Website traffic is way up — we’ve already passed last year’s total.

Top 3 Blogs

• The Future of RPA in Insurance: Trends to Watch
• AI in Plain English: Make 2025 Your Best Commercial Insurance Year Ever
• Scaling Industry Specialization: How AI is Transforming Insurance Expertise

Webinar registration is booming!

• Moving webinars to 2 PM ET on Tuesdays/Thursdays has tripled attendance.

State Association Analytics Report

Starting in May — a brand-new report!

What’s new

• See where your agents are in their tech journey and track progress over time.

What you’ll get

• Top-engaged members and agencies
• The content your members are consuming
• Webinars agents are attending
• Completed Tech Assessments + follow-up calls
• Incomplete agency data to help clean up records

Zoom out: Clear insights today, stronger adoption tomorrow.

Tech Assessment Update

Big news: Our new Tech Assessment is a game-changer.

What’s new

• Our third version was built by a third party.
• No more “take and forget.” We’ll provide resources and check-ins year-round.
• Added AI usage, subscription costs, user ratings, peer comparisons, and more.

What’s next

• Full rollout details coming in a few weeks.
• You’ll be hearing a lot about it — stay tuned.

Catalyit On Location

Dates to Know

• May 12th: Tech Assessment Rollout
• June: AI Month
• September: State of Tech Report
• More announcements coming later this summer!

Marketplace & Directory: New Additions

Agencies need fresh solutions — we’re expanding fast.

What’s new

• Added Powerbroker AI, vBots, Exdion (automation/outsourcing/efficiency)
• Voice AI partners Liberate and Sonant (agency growth)
• Live Oak (security solutions)
• Updated Niche Markets Guide (find new business in a hard market)

The big picture: We’re helping agencies stay ahead with innovative, practical tools.

Welcome FAIA, Big I Michigan, and Big I Oregon!

• All three states now offer Catalyit free to their members!
• Want to offer Catalyit as a free member benefit? Schedule a time to talk.

If you have any questions, reach out.

Thanks,

Jason Furst