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Your Trusted Consulting Partner

We offer consulting services to help independent insurance agents grow, innovate, and serve your clients better.

Our Services

E&O Website Review

SwissRe insureds can qualify to save 5% on their Swiss Re E&O Policy upon completion!

Operational Improvement Review

Swiss Re Policyholders can save up to 15% annually. It is completed 100% virtually.

Strategic Planning

Get a comprehensive strategic plan that aligns with your agency's vision and sets the stage for strategic success.

Executive Coaching

Learn personalized strategies, leadership skills, and innovative insights for growth and sustained success.

Kolbe Strengths

Our Kolbe Certified™ consultants can help you identify and empower your natural talents and those of your staff.

Agency Technology

Catalyit’s consultants can help you discover, evaluate, select, implement, and maximize the right technology for your agency.

Sales Training

We offers three tailored sales training programs for producers and agency owners.

Agency Valuation

Get a professional analysis and complete valuation of your independent insurance agency.

 Let us assist you in unlocking your full potential!

THE

TEAM

We're a unified team from Big "I" state associations, dedicated to empowering independent insurance agents. 

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