Catalyit

Marble Box has helped agencies streamline operations for years by handling routine back-office tasks—so your team can focus on selling, upselling, and delivering exceptional customer experiences. No more staffing struggles or inefficiencies—just a smarter, more profitable agency. Watch: https://hubs.li/Q03bQMLf0

Supercharge Your RevOps with Eventual Treasury Catalyit is excited to welcome eventual treasury as a Premium Solution Provider. This cutting-edge platform automates carrier statement processing, eliminating manual data entry, catching missing commissions, and providing real-time revenue insights for insurance agencies. Learn more: https://hubs.li/Q03bMh3H0

Automating the Mundane: 3 Tasks You Shouldn't Be Doing Manually Some parts of running an insurance agency are about as exciting as watching paint dry. Sure, the work is important, but does it have to be so tedious? No. No, it does not. Automation is here, and it’s not just for the big-budget agencies with IT teams who speak in code. Here are three everyday tasks you can automate right now to reclaim your time and sanity. Read: https://hubs.li/Q03bzNGQ0

Transform the way your agency manages commissions. Discover how Xcelerator by Mivation turns disorganized paperwork into clear, data-driven insights, empowering agents to track their earnings and enhance performance. Embrace transparency and efficiency with every transaction. Watch: https://hubs.li/Q03bnjdW0

Improving Retention Operations Through Technology Tuesday, March 11 at 2 PM ET Save My Seat: https://hubs.li/Q03b7RLm0 Retention is more than just renewals because someone can cancel at any point in the policy lifecycle. Having a retention strategy and the tools in place to account for both factors is critical. It allows you to stay ahead of renewals, avoid remarketing every policy and the renewal backlogs that occur today. Join?ReFocus AI as they dive into how to improve your retention operations through technology. What You'll Learn · How to reduce the manual work of retention · How to prioritize at-risk accounts · How to remarket less policies Why This Matters · Reduction in time to service accounts · Increased bottom line · Scalable renewal process

Staying Ahead: 6 Predictions for the Insurance Landscape The insurance industry is evolving fast—are you ready for what’s next? Check out these six bold predictions for 2025 to stay ahead of the curve and keep your agency competitive. More from ePayPolicy: https://hubs.li/Q03b3Yhc0

Transform the way you sell cyber insurance with inscora! Their advanced platform equips independent agents with cutting-edge LLM technology, precise insurability scoring, and seamless prospecting tools—making cybersecurity policies easier to sell and manage. Learn more: https://hubs.li/Q039GVY10

In This Issue of TechTips - ? Outdated Policies Will Make You Look Foolish ? Canva: Your Secret Weapon for Marketing Magic ? 6 Predictions for the Insurance Landscape ? Upcoming Catalyit Live Events catalyit.com/techtips

Discover how Certificate Hero is transforming insurance certificate issuance with AI-driven automation, seamless AMS integration, and powerful data analytics. Reduce processing time by up to 60% while enhancing accuracy and minimizing risk. Watch now: https://hubs.li/Q039GML_0

AI in Insurance: A Game Changer or a Risk? Texas is taking the lead in AI regulation with the TRAIGA Bill, which could set the tone for the entire insurance industry. With AI rapidly transforming underwriting, claims, and risk assessments, how will new regulations impact your agency? Stay ahead of the curve and explore what this bill means for the future of AI in insurance: https://hubs.li/Q039bv-D0