User Roles in Catalyst

Catalyst CRM supports multiple user roles, each with its own specific responsibilities and access levels. These roles are designed to streamline operations, ensure proper management of client relationships, and improve business efficiency. Below is a detailed look at each role within the Catalyst ecosystem.

Administrators are the backbone of Catalyst CRM, responsible for managing user profiles, permissions, and system settings. They play a critical role in keeping the system running smoothly by:

• Creating and managing user accounts.

• Configuring system-wide settings and workflows.

• Monitoring dashboards and reports.

• Ensuring consistency across all system components.

• Identifying and addressing any unusual behavior in the CRM.

Administrators also control key features such as subscription management and access to sensitive client data, ensuring that everything operates securely and efficiently.

Back-office executives are vital for ensuring that insurance brokers can focus on client-facing tasks. These team members work behind the scenes to:

• Maintain accurate client records and documentation.

• Perform data analysis and identify gaps in client information.

• Prepare insurance applications and contracts for submission to insurance providers.

• Track policy updates and support brokers throughout the sales pipeline.

• Assist with post-purchase customer service, ensuring smooth operations for both clients and brokers.

The back office helps manage the administrative side of the business, making sure everything is running smoothly and efficiently.

Sales Leads are experienced consultants who drive the success of the sales department. Their primary responsibilities include:

• Managing sales teams and setting daily targets.

• Developing strategies for lead generation and client acquisition.

• Overseeing training and performance evaluations for the sales force.

• Maintaining relationships with high-value clients and ensuring sales goals are met.

• Playing a key role in recruitment and team growth.

Sales Leads act as mentors and motivators for their teams, ensuring that everyone is aligned toward achieving business objectives.

Sales Force representatives are the brokers who interact directly with clients to sell insurance products. Their role includes:

• Reaching out to potential clients and organizing meetings.

• Analyzing client needs and suggesting the most suitable insurance plans.

• Creating client profiles and managing them through the sales pipeline.

• Processing insurance applications and ensuring successful policy sales.

The Sales Force plays a key role in driving revenue for the company by closing deals and building long-lasting client relationships.

Address Intermediaries provide a valuable referral service to the brokerage firm. They are not formal employees but play an essential role in generating leads by:

• Referring friends, family, or colleagues to the insurance brokers.

• Receiving rewards for successful referrals that turn into sales.

Address Intermediaries help expand the client base, making them important contributors to the company’s growth.

Content Managers are responsible for maintaining the knowledge base and training materials within Catalyst. Their responsibilities include:

• Uploading and managing videos for the CRM Video Tutorial Library.

• Creating and updating content for the ‘Contacts’ and ‘Users’ profiles.

• Writing original articles, blog posts, and infographics for the Community App’s E-Learning feature.

Content Managers ensure that both internal teams and clients have access to helpful resources and learning materials.

Each role within Catalyst CRM has specific permissions that determine which features users can access: