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Catalyst

Catalyst is the next generation of B2B insurance prospecting

Overview

Catalyst is the next generation of sales prospecting for leading insurance brokers and consultants, providing proprietary data sources optimally designed for sales impact.

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  • Real time employee job transition notifications

  • Employee ratings of their benefits

  • Accurate contact information

  • Modeled premiums for self-funded employers and broker compensation

  • Psychographic detail for key employees

Easily search through amplified employee benefit plan filings combined with modeled data, real-time employee contact notifications, employee plan ratings, and more. Catalyst is the next generation of employee benefit analytics.

Categories

Business Needs
Sales
Productivity
Marketing
Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Personas
Business User
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package