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Technology Solutions


All the agency tech guidance you need... in one place.

The number of ways independent insurance agencies can leverage tech to increase profit and serve customers is nearly unlimited. But time, know-how, and fear of risk are getting in the way. Catalyit solves it for you.

When you sign up, you'll enter a world crafted to help you discover, evaluate, select and implement tech. Your membership earns you a FREE full access subscription.


logo.pngThe Big 'I' Agents Council for Technology provides blueprints on disaster planning, cybersecurity, customer experience, and other emerging trends to help your agency.


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As of January 1, 2020, ACORD began charging all users of ACORD forms an End User License (EUL) fee including agents, brokers, and carriers. The Big 'I'  (IIABA) has negotiated an agreement with ACORD, wherein Big 'I' will cover the cost of the End User Licenses when accessing via a management system or redistributor or provide an EUL discount when accessing directly through ACORD Advantage Plus Program.

Big I New York/Big 'I' Members with less than $50 million in annual revenue will receive a free EUL. 

Only one license needed per agency. No workflow disruption. Access forms via your AMS


Carrier Contract Addendums
The proliferation of separate technology contracts for independent agencies and brokerages has created quite a problem.

In many cases we find contradictory provisions between the technology contract and the agency contract. 
More troubling is the “click through” agreements that are frequently required to access carrier web sites or data bases. Many agencies and brokerages are inadvertently altering their ownership of expirations and work product agreements and in some cases opening themselves up to not being able to defend against E&O claims. 
We've worked hard with our attorneys to create an addendum for agents and brokers to tender to their carriers to make it clear that the agency agreement controls the relationship.

We have prepared the addendum for use in two ways:

The preferred use would be to tender the addendum to your carrier with your signature and a place for the carrier’s signature and return to you.

The other way we have prepared it is for you to simply provide the addendum without signatures for addition to your agency contract.

You can access the agreements and prepare one for each of your carriers. We suggest you send the agreement to your carrier using the letter provided or some similar letter.