We simplify technology for insurance agents.

Joined November 2020
Brokers sell 90% of business insurance. They spend 10% of their time with clients. Bind AI automates quote-to-bind from the inbox. Learn more: hubs.li/Q04BBR4r0
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When we talk about a retirement wave, we're often alluding to more than just the loss of people - it's also a loss of knowledge. But we don't have time to wait on the next group of experts. So, how can we speed up the process? Total CSR has ideas: hubs.li/Q04BvlXn0
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Two days. One goal. Leave knowing what to do next. Prepare for your agency's next move on tech and AI with the event built to get you answers. Register now at hubs.ly/Q04z_zw30
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Well, should it? Let's debate. Two teams of two will take opposing sides of one resolution. Across several rounds, they will test what AI could change for insurance distribution, where oversight belongs, and more. Check out the 11/3 event info at hubs.li/Q04z_f9l0
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Do you systems and processes feel connected, or disjointed? ThreadWise brings together tech, process outsourcing, and workflow consulting into one secure operational layer. It connects your email, workflows, and platforms into a coordinated system. Info: hubs.li/Q04z_D_S0
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Press one to speak to a human... 🤖 If your clients are asking about your agency's AI use, how do you answer? Decide ahead of time how you'll answer, and develop an AI diligence statement. What should that look like? Read about it at hubs.li/Q04z--_q0
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Catalyit is looking for someone who can walk into an agency, understand the business, find the friction, and determine where AI can create measurable value. Then help execute. This is AI consulting for outcomes. Is this you? Learn more or apply at hubs.li/Q04z--jw0
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14 pitfalls. 14 traps to avoid. Most independent insurance agencies are on an AI journey, but there are perils along the way. Knowing them in advance can save you time, money, and risk. Read more from Ryan L. Smith of ReadyState Cybersecurity at hubs.li/Q04z-ZXv0
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Day Two of GetLYIT 2 will bring even more to the table, including: 💡Empower Your Team. Set the Guardrails. 💡ChatGPT Ads 💡Before You Buy Another AI Tool Learn more or register now at hubs.li/Q04zXMgm0
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AI is already creeping into agency workflows, whether you are actively managing it or not. In our discussion with Jerry Fetty, CEO of SMART Services, we talked through the need for guardrails, use policies, and internal controls. Check it out at hubs.li/Q04zXJRS0
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Bad data travels fast. ✏️⚡ Good data isn't just data that exists. It is information your staff and systems can find, interpret, and use the same way. Read more from Angela Ford on getting your data ready for AI at hubs.li/Q04zXC540
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The Agency Comp 360 Study showed us more than just salary data. It gave us a holistic view of compensation. Health insurance, retirement plans, employer contributions, and eligibility rules all shape how competitive an agency truly is. Read more at hubs.li/Q04zXyvV0
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Everyone’s talking about AI. Fewer agencies are turning it into results. GetLYIT2 helps agents see what’s possible, choose their next move, and put it to work. Day 1 will show you what deserves your attention and what’s just noise. SPACE IS LIMITED! Info: hubs.li/Q04zTHHt0
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If you use a bank, have an email account or phone line, or use technology, supplies, or equipment from another third party, there are other cyber risks you need to seriously consider. Ryan L. Smith of ReadyState Cybersecurity provides insight at hubs.li/Q04zgz8C0
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Much of the "retirement wave" that has been talked about for years is here - and impacting service teams. Sonant discussed with us how one solution can help free up licensed staff for complex, relationship-driven conversations. Check out more at hubs.li/Q04zgvc10
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Which kind, where, and how much? Those are REAL questions insurance agents are asking about AI. Join us on October 15 as Michael Lebor, President of Momentum AMP, explains the differences between AI assistants, copilots, and agentic AI. Register at hubs.li/Q04zgpHY0
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What's the ONE email strategy that unlocks policy renewals? The team at ReFocus AI discussed it with agency owner Alex Dopazo in their conversation on how technology is transforming retention operations in insurance. Check out more at hubs.li/Q04zgkV90
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The magic of prompts? Have a conversation. The prompting method Matt Smith finds the most useful has two parts: 🔮 Load in as much context as you have 🐰 Let AI ask you what's still missing Read more on how and why in his article at hubs.li/Q04zgjmb0
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Fear? Determination? Or strategy? What is driving your cybersecurity risk management? Ryan L. Smith of RLS Consulting has seen the "reactive approach" that many agencies take, and he is here to help you avoid the same mistakes. Read more: hubs.li/Q04zggQq0 #Cybersecurity
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The agenda is set. The time for impact is now. Join us on October 28-29 to cut through the noise on tech & AI, challenge how you’re working today, and get the help you need to make your next move. Registration is included with your Catalyit subscription: hubs.li/Q04zgfJh0
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