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Catalyit Live: Data Hygiene for Insurance Agencies

Catalyit Live: Data Hygiene for Insurance Agencies
 
Every insurance agency deals with data gaps and misalignments — missing contact information, policy status discrepancies, incorrect department codes, and inconsistent business data. Over time, these small issues compound into operational friction, compliance risks, reporting inaccuracies, and missed revenue opportunities.

In this Catalyit Live session, Scott Allen (Director of Agency & Partner Sales, Entrinsik) and Wesley Borain (VP of Product, Fluent Logic) will walk through the three most common data problem areas they see inside agencies today. You’ll learn how to identify these gaps quickly and implement practical strategies to correct them at scale — without living in spreadsheets.

If your agency is working harder than it should because of messy data, this session will help you move from reactive cleanup to proactive control.

For All Agency Staff

CE will not be offered for this webinar
Free for Big I New York and Big I Connecticut members!* 

Register Now (You will be leaving the Big I NY or CT website)

Catalyit Questions? 
Email: Hello@catalyit.com
Phone: 608-673-5261
https://catalyit.com/contact-us/  (includes Live Chat)

* If you are not a Big I member, contact:
Christine Neet, AVP of Member Engagement 
cneet@biginy.org or call 315-432-4231  
www.biginy.org/join           www.bigict.org/join

 
 
When
4/2/2026 2:00 PM - 3:00 PM
Where
Online-at Your Desk

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