What is Catalyst

Welcome to Catalyst, a powerful CRM (Customer Relationship Management) system designed specifically for insurance brokers. Catalyst helps you manage your customer relationships, streamline operations, and keep track of policies, commissions, and payments. With automation at its core, Catalyst simplifies the complex processes behind insurance sales, making it easier to run your business efficiently.

Catalyst is built to meet the needs of modern insurance brokers. It’s more than just a CRM—it’s a comprehensive platform that helps you manage everything from generating leads to closing deals. Whether it’s supporting clients, tracking policy details, or calculating commissions, Catalyst offers a complete solution to make your work smoother and more effective.

With Catalyst, your team can focus on delivering excellent service to clients, thanks to features that automate time-consuming tasks. This allows you to offer a personalized experience to every client, boosting customer satisfaction and helping your business grow.

Here are some key terms you’ll come across when using Catalyst:

• CRM (Customer Relationship Management): A system that helps businesses manage interactions with current and potential customers.

• Application: Different tools and features in Catalyst that help address specific business needs, like managing policies or generating reports.

• Intermediary (Consultant): An insurance broker who works as a middleman between the customer and the insurance company, helping the client find the best insurance plan.

• Partner: A business that partners with an insurance brokerage firm to offer products or services to clients.

• Society: An insurance company that offers various insurance products, such as health, auto, or life insurance.

• Product: A type of insurance coverage (e.g., life insurance, health insurance) sold to individuals or businesses.

• Customer: An insurance brokerage firm that uses Catalyst CRM to manage its operations.

• Contact: A profile in Catalyst that stores key information about employees, clients, and partner companies.

• Client: An individual or business that purchases an insurance policy with the help of an insurance broker.

Catalyst is designed to make life easier for both brokers and clients. Brokers use Catalyst to track all interactions with clients, manage leads, and ensure that policies are up-to-date. Clients, on the other hand, benefit from a seamless experience as brokers can quickly access all relevant information and provide personalized recommendations.

Catalyst also offers customization options, so you can tailor it to fit the specific needs of your business. This flexibility means you can focus on what really matters: helping your clients find the best insurance coverage while managing your operations more effectively.

Catalyst includes a range of applications and services that help you:

• Manage client relationships and track their history.

• Generate leads and convert them into sales.

• Keep track of insurance policies and all related details.

• Calculate commissions and payments to partners and intermediaries.

• Analyze sales performance and optimize your operations for better results.

In short, Catalyst is designed to handle the key processes that keep your brokerage running smoothly. Whether you’re managing clients, policies, or payments, Catalyst gives you the tools you need to stay organized and efficient. To explore all the features Catalyst offers, check out our Catalyst Features Guide (link).

With Catalyst CRM, you’re equipped to stay ahead in the competitive world of insurance. It’s more than just a tool—it’s a platform that helps your business thrive.