Setting Up Catalyst
Setup your Office Location
Creating an office location is the first step in organizing your brokerage’s operations within Catalyst CRM. Follow the steps below to add your new of...
Creating First Users
What are Users in Catalyst? Users in Catalyst represent the profiles of the company's employees. These include brokers, consultants, administration, m...
Creating First Contacts
Contacts represent profiles of potential and established clients (insurance consumers) of a company. Contacts allow insurance brokers to capture and c...
Creating First Partners
Partners represent profiles of the insurance companies and partner businesses that offer their products and services to clients via Catalyst software ...
Creating First Contracts
Contracts represent applications and insurance policies purchased by the clients and capture all necessary details about the insurance products, inclu...