Catalyit CEO Shares Insider Insights on Software Spotlight Podcast
Insurance Agency Technology

Steve Anderson, co-founder, and CEO of Catalyit, recently joined the Software Spotlight Live podcast to discuss his firm's mission of helping independent insurance agencies navigate digital transformations. During the in-depth interview with host Michael Bernzweig, Anderson provided listeners with an insider's view into Catalyit's services and approach.
According to Anderson, the first step Catalyit takes is to ensure agencies are maximizing their existing technology investments:
“We're trying to help them get the most out of it. As you know with technology, you can put something in and if you're not intentional, then all of the various things it can do aren't used.”
Catalyit has agencies complete a detailed assessment covering five operational areas. Based on the results, they provide recommendations for optimizing current systems and processes.
Listen And Share This Software Spotlight Podcast
Watch And Share This Software Spotlight Podcast
Steve Anderson, CEO of Catalyit, was recently interviewed on the Software Spotlight podcast. He discussed how Catalyit guides independent insurance agencies through digital transformations by maximizing existing tech investments and evaluating new solutions. Anderson provided an inside look at Catalyit's services and approach to leveraging software for agency growth.
Evaluating and Implementing New Solutions
Beyond maximizing current tech, Catalyit also guides agencies in discovering, evaluating, and implementing new software solutions aligned with their needs and growth goals.
“We help them discover, evaluate, and select what else they might need. And then…we help them implement that new stuff so they get the maximum benefit out of it.”
Anderson explained Catalyit's “Success Journey” which outlines four milestones – Baseline, Better, Best, and Beyond – to ensure agencies follow best practices while preparing for future needs.
Extensive Software Database
A key resource Catalyit offers is an extensive database of over 160 software vendors across 28 technology categories specific to insurance agencies. Agencies can research solutions, read expert and user reviews, and attend monthly product demos.
“We have 28 categories of technology and 160 vendors spread through those categories. So if somebody thinks ‘I've heard about this vendor,' they can come to our platform and learn more about it.”
Personalized Guidance
While Catalyit provides self-service resources, Anderson emphasized their consultative approach of providing personalized guidance to each agency based on their unique needs and goals.
“We have a lot of self-service stuff. Do it with you – so we have three live events every month…we'll just talk about it. So they have access to more in-depth information.”
The Software Spotlight podcast provides listeners with valuable insights into emerging software trends and strategies. Anderson's interview offered a transparent look at how Catalyit is helping insurance agencies succeed through smart technology adoption and consulting.
FAQ
What services does Catalyit provide for insurance agencies?
Catalyit helps insurance agencies maximize their existing technology investments, evaluate and implement new software solutions aligned with their needs, and guides them through digital transformations.
How does Catalyit assess an agency's technology requirements?
Catalyit has agencies complete a detailed assessment covering five operational areas. Based on the results, they provide a report with recommendations tailored to the agency's profile.
What resources does Catalyit offer for researching software solutions?
Catalyit maintains an extensive database with over 160 software vendors across 28 categories specific to insurance agencies, including product details, expert reviews, and user ratings.
How does Catalyit ensure agencies follow technology best practices?
Catalyit's “Success Journey” outlines four milestones – Baseline, Better, Best, and Beyond – to help agencies implement current best practices while preparing for future needs.
Does Catalyit provide personalized consulting for agencies?
Yes, in addition to self-service resources, Catalyit offers personalized guidance through live events, group discussions, and one-on-one consulting based on each agency's unique requirements.