If you’re an independent insurance agent, you already know what’s around the corner.Late summer and early fall bring peak CAT (catastrophic) event seasons, and they’re no joke.From hurricanes and wildfires to floods and severe storms, this time of year tends to hit hard.

This increase in property damage triggers a wave of insurance activity: more claims, more urgent client questions, and the always-busy policy renewal cycle.For many agencies, it’s the most demanding season on the calendar.Tasks pile up fast and keeping everything organized becomes a major challenge.

In high-pressure times like these, a reliable tech stack is a critical part of staying afloat.Here’s how to prepare your agency’s technology for CAT season and use it to your advantage.Automate Renewals So Nothing Slips Through the Cracks Missed renewals during CAT season can be disastrous.

With client calls and claims flooding in, manually tracking expiration dates across your book is a major risk.A single oversight can damage client relationships and lead to lost revenue, and acquiring new clients often costs far more than keeping existing ones.Automated renewal tools can help you avoid these pitfalls.

They: Instead of switching between spreadsheets and carrier portals, you’ll have everything in one place—making your renewal process faster and far less stressful.This level of automation lets you take a proactive approach to client communication.By reaching out with solutions before a client even asks, you position yourself as a trusted advisor rather than just a service provider.

Use AI Summarization to Keep Client Service Seamless Summer often means staff vacations.Unfortunately, that can also mean frequent handoffs with little to no notice or context.Jumping into a client file midstream can feel like assembling a puzzle without all the pieces.

That’s where AI-driven summarization tools become a game-changer.These platforms compile recent communications (emails, texts, and agent notes) into clear, digestible summaries of each client’s history, with flexible filtering options for timeframes like one week, one month, three months, or even up to a year.When a colleague is out, you won’t need to dig through email chains or delay service.

You’ll be able to jump in with full context and keep things moving seamlessly.Clients benefit from smoother experiences, and your agency maintains a professional, reliable image—no matter who’s covering the account.Cross-Sell More Effectively with Smart Data One unfortunate pattern emerges after every CAT event: clients often realize they were underinsured when it’s too late.

That’s why proactive cross-selling isn’t just about increasing revenue—it’s about providing better protection.Modern AMS platforms with built-in data analytics can help by identifying cross-sell opportunities within your current book of business.Based on each client’s coverage profile, the system can suggest relevant add-ons like flood insurance, personal article floaters, or umbrella policies.

Instead of relying on memory or manually scanning files, you’ll have a prioritized list of opportunities at your fingertips.That translates to better advice for clients and more efficient selling for agents.Final Thoughts CAT season tests even the most experienced agents.

Staying ahead of the curve takes more than hustle, it requires the right tools.Whether it’s: …your tech stack plays a key role in how well your agency weathers the storm.When done right, it doesn’t just make you faster or more efficient.

It builds resilience, reliability, and reinforces your value as a trusted advisor when your clients need you most.Is your tech stack up to the challenge? Or maybe you need EZLynx.