Catalyst Features - Brief Introduction

Catalyst CRM is a comprehensive platform designed to help insurance brokers manage customer relationships, streamline operations, and improve business efficiency. With its wide range of tools and integrations, Catalyst offers features that address every aspect of the insurance process—from lead generation to commission calculations.

Here’s a breakdown of Catalyst’s key features and how they support your business.

The Dashboard is your command center. It visually represents essential data from various features within Catalyst, providing insights into important tasks like pending applications, contracts needing attention, and upcoming meetings. The dashboard is customizable, giving you the flexibility to focus on what matters most to your business.

Catalyst’s Leaderboard promotes healthy competition within your team. It tracks the top-performing sales consultants and teams, offering a transparent view of sales performance. Points earned through closed deals can be converted into monetary rewards. You can view individual and team achievements, fostering a competitive yet collaborative sales environment.

The Contracts feature simplifies managing insurance policies. It allows you to create, track, and update insurance contracts. You can view key contract details, including premiums, customer payments, and commissions. This feature ensures that you always have access to the most up-to-date policy information.

Manage all your client interactions through the Contacts feature. This tool centralizes client information, tracks the sales pipeline, and organizes your leads and existing clients. From lead generation to post-sale support, Contacts streamlines the entire customer journey.

Partners help you manage relationships with insurance companies and other businesses that collaborate with your brokerage. Through the Partners feature, you can track partner profiles, synchronize data, and ensure that everyone in your ecosystem is connected and up to date.

Tasks make project management simple by helping you create, assign, and track tasks within your team. This feature ensures that everyone knows their responsibilities and can collaborate effectively, keeping projects on schedule and clients satisfied.

Catalyst integrates with Google Calendar to help you schedule and manage meetings. This feature syncs with your CRM activities, allowing you to organize your day and stay on top of client interactions seamlessly.

Learn is a built-in tutorial library that offers training materials, videos, and tips on how to use Catalyst’s various features. This ensures your team is always equipped to make the most of the CRM, improving both efficiency and customer service skills.

The Analysis Tool helps brokers perform risk assessments and financial planning. It pulls in client data to evaluate their eligibility for financial products and services, making it easier for brokers to recommend the best insurance policies.

The Users feature manages permissions and access within Catalyst. You can assign different roles to team members—such as Admin, Back Office, Sales Lead, or Sales Force—ensuring that everyone has the right level of access and responsibility.

This feature manages profiles for users of the Catalyst Community App, a mobile platform that allows clients to access and manage their insurance policies. It provides key insights into client behavior and engagement, enhancing customer service and lead generation.

The Content Menu allows administrators to manage tutorial videos, articles, and other content for team members. It also helps set up contact and user profile creation flows, making onboarding new clients and users simple and effective.

Catalyst streamlines the payroll process for insurance brokers, calculating commissions, tracking payments, and generating payroll reports. The Payroll feature integrates commission data from partner companies and automates the workflow for intermediary payments, making financial management much easier.

The Configuration feature allows administrators to customize Catalyst’s settings to suit their business needs. Whether it’s setting up branding options, defining contract rules, or adjusting payroll settings, this feature offers flexibility and control.

Catalyst CRM also offers integrations with popular third-party tools, enhancing its functionality:

• Google Docs API: Use Google Sheets and Drive to manage payment and commission records.

• Google Calendar: Schedule meetings and track tasks in sync with your Google account.

• Microsoft 365 Calendar: Plan and manage tasks using the M365 ecosystem.

Catalyst CRM is designed to meet the unique needs of insurance brokers, offering a wide range of features that streamline daily operations, improve client relationships, and drive business growth. Whether it’s managing policies, analyzing performance, or keeping track of commissions, Catalyst is your one-stop solution for managing every aspect of your insurance brokerage.