Analysis Tool (Data Collections) - Feature Overview

The ‘Catalyst Analysis’ feature provides a set of Financial Planning, Cost Management, and Risk Analysis tools that help the consultants determine the client’s budget and eligibility for financial products and services, and assess the risks related to underwriting insurance policies. Client’s financial data and health records submitted via the Analysis Tool portal are transformed into Risk Assessment and Cost Management reports. These reports can be easily found and accessed by consultants either in the table list of the ‘Analysis Tool’ view or in the customer’s profile by navigating to the ’Contact Details’ view.

The ‘Analysis Tool’ feature also provides a significant lead generation benefit to the business. It allows consultants to expand their list of potential customers by eliciting contacts from the client and linking them to the client’s profile (’Add recommendations’ option). These contacts could be the client’s family members, friends, colleagues, or acquaintances.

The Catalyst’s integration with the Community App mobile application allows consultants to engage more leads, while the system automatically registers these leads in the CRM, creates respective profiles, synchronizes all data, and builds a traceable relationship between all actors.