Catalyit helps independent agents maximize and simplify their technology.

Our Partnership

As a Vertafore Orange Partner, Catalyit helps agencies implement Vertafore solutions and advocates independent agencies’ needs with Vertafore.


Technology guidance from a team of trusted advisors

  • Consulting: Catalyit's team of experienced advisors can work directly with an agency.
  • Guides & Reviews: Not sure which AMS to choose? Don't have time to research 5 quoting platforms? We've done the work! Our guides help agencies compare solutions in minutes and include reviews by peers and experienced advisors.
  • Training & Demos: From monthly live coaching and Q&A sessions to on-demand classes, agencies will be able to use the lingo, get the most out of tools, and train their teams. Unlimited access includes the TechTips weekly insights newsletter.
  • Tools: Catalyit's in-depth Agency Tech Assessment and TechSelectors™ provide agencies with a custom roadmap for success and the tools to get it done. Have the right tech stack? We have a guide for that too.

All the agency tech guidance you need, in one place

Stop making costly mistakes

Purchase technology confidently, knowing it's the right solution for your agency.

Stay informed

Always be in-the-know about the latest trends, products, and updates.

Stop wasting time

Catalyit shows you where to start and how to get the job done, freeing up time for what matters most - your customers.

Achieve more

Don't stress over agency tech. Catalyit reviews your tech, charts your path, and guides you forward.

Build confidence

Learn how to get the most out of your tech stack from the industry's most trusted consultants.

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Tech assessment

Take Catalyit’s free Agency Tech Assessment

Finding the right tech solutions for your agency can feel overwhelming. Take Catalyit’s free Tech Assessment to get a clear picture of where you’re at with your technology and where there’s room to grow.


No one wants to reinvent the wheel. Sitting through 15 demos for a single product type is a waste of time – Catalyit takes cares of that.

Monty Ross

G.R. Little Agency, Inc.

Catalyit got me up to speed on how to use my management system, CRM and social media more effectively – and I have not looked back.

Jacquie Kelly Kaden

Robert L. Kelly General Insurance Agency