Technology Resources

The industry’s leading technology experts provide blueprints on disaster planning, cyber security, customer experience and other emerging trends to help your agency. ACT is always looking for ways to help you work smarter, save time and market services. With our work groups made up of agency, carrier, and vendor representatives tackling technology workflow issues for you, ACT creates best practices for the independent agency system on cybersecurity, digital/mobile, future trends, and much more.

7 Steps to Better Agency Tech Decisions

Guidance to help you make those tough technology choices

Agency Cyber Guide

Cybersecurity Resources and Tips.  Includes Cyber-Rediness Questionnaire

Customer Experience Lifecycle

Technology resources to help you “Up Your CX Game”.  Including an Agency Self-Assessment.

Disaster Plan

Resources to prepare your employees, office, data, systems and clients.

Catalyit will help you discover, evaluate and implement technology in your agency.

Catalyit’s simplified technology resource opens independent agents to a community where they can inspire, grow, and succeed. Together we’re going to meet customers where they are and create a stronger, more innovative independent agency system. So, no matter where you are on the technology spectrum – from early adopter to experienced implementer


What will you gain through Catalyit?

  • Tools: The Catalyit Success Journey, and our in-depth tech assessment, provide you with a custom roadmap for success.
  • Guides & Reviews: Our topic guides share insights, help you compare solutions in minutes, and include reviews.
  • Training: From live coaching and Q&A sessions to our on-demand video vault, you’ll be able to get the most out of your tools.
  • Community: Discuss trends, best practices, and challenges with peers, experts, and providers.
  • Consulting: Need custom, one-on-one support? Our team of experts can work directly with your agency.
  • So much more…

Payment Processor

Our preferred payment processor, ePayPolicy, provides the simplest solution for insurance agents and brokers to collect credit card and ACH payments while passing on transaction fees to the insureds. They help thousands of agencies across the country each day speed up receivables and bind policies faster. Start accepting insurance payments online today through your very own company-branded payment portal.

Contact ePayPolicy
For more information or to enroll in the program go to or contact Morgan Patterson at 512.745.4459 or


Program Benefits

  • Accepts all major credit cards: Visa, MasterCard, American Express, and Discover
  • Accepts ACH payments
  • Compatible with mobile devices: clients can pay from a smartphone or tablet
  • Online dashboard to view all transactions: activity can be tracked and reconciled online at any time
  • Integrates with the most popular management systems in the industry
  • Receive automatic e-receipts for both you and your client
  • Begin accepting payments within 24 hours of setup (which only takes 5 minutes!)

Program Features

  • Your company-branded, custom payment page is the fastest way to receive payments. Email your payment page to customers, include it in your newsletters or attach it to your email signatures.
  • Simple fee structure with zero hidden fees
  • 3.25% on credit card charges
  • $3 on ACH
  • $15 on chargebacks
  • No long term contract or technical expertise
  • $25 per month
  • ePayPolicy is PCI Level 1 compliant

Big “I” Members Receive ACORD Forms Licenses

Thanks to an agreement developed by the Independent Insurance Agents & Brokers of America (the Big I) and ACORD, Big I members with annual P&C gross revenue of less than $50 million will receive a complimentary license to use ACORD forms.

Note: This license requires annual renewal, starting Jan 1 each year