catalyit’s 2026 State of Tech Report is here

Catalyit’s 2026 State of Tech Report reveals that most independent agencies already have the technology they need — AMS platforms, e-signature, VoIP, cloud storage, and comparative raters are all widely adopted. The real gap isn’t access to tools; it’s execution. Agencies still struggle with duplicate data entry, email-based workflows, and underused systems.

The report finds that high-performing agencies aren’t buying more software — they’re creating operational clarity: clear workflows, defined data ownership, and accountability. The same applies to AI, where adoption is growing but success depends on governance and clear use cases, not the tools themselves.

The takeaway: the agencies pulling ahead aren’t the ones with the biggest tech stack — they’re the ones getting full value from what they already own. Read the full report to see where your agency stands.