Creating First Partners

Partners represent profiles of the insurance companies and partner businesses that offer their products and services to clients via Catalyst software solutions. Similar to the ‘Contracts’ and ‘Contacts’, this feature offers the table list and the ‘Partner Details’ view. The CRM integration with the mobile Community App synchronizes data and allows mobile app users to view and manage insurance products that they have purchased, contact representatives of the partner insurance companies via the hotlines for support, and obtain additional benefits and services.

Partner creation workflow:

1. Select "Partners" from the left-side menu

2. From the Partners access the "Add Partner" view by clicking on the "Add Partner" button on the right side of the screen

3. Fill in all the information for the user

4. Click Save

5. After creating a partner profile you can open the partner profile from the Partner Listing view

6. From the Partner listing view you can also add Partner hotlines, which contain all the important information for contacting the partner

7. You can also set the partner as trustee or not from the same view

Complete table of Fields with Translations: