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Contact us
Contact us

Smart. Simple. Swift

Discover a New Era
in Insurance Management

Transform insurance operations with cutting-edge tech

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  • pax logo

    Catalyst has reshaped our insurance operations, serving as a vital tool for seamless collaboration and streamlined workflows.

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    Daniel Mutz

    CEO, Pax

  • logo

    In the insurance landscape, Catalyst has revolutionized how we operate — a crucial tool for seamless collaboration and streamlined workflows.

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    Gordon Diehr

    CEO, Liechtenstein Life

  • Testimonial Logo Makler

    Catalyst has greatly improved our insurance operations, becoming an essential tool for efficient communication and process optimization.

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    Stephan Wirz

    CEO, Maklerzentrum

Features

Cutting-edge features for advanced workflow

Catalyst goes beyond the basics, providing a comprehensive suite for all your insurance management needs.

Sales Leaderboard

Foster healthy competition and drive performance with a dynamic sales leaderboard, motivating teams to excel in insurance sales

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Payroll Administration

Simplify payroll processes by automating calculations and ensuring timely compensation for insurance professionals

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Policy Management

Efficiently handle insurance policies from creation to renewal with intuitive tools for policy tracking and editing

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FeaturedControl Policy Versions

Ensure policy accuracy and compliance by seamlessly managing and tracking policy versions with precision and ease

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Team Management

Build and organize teams for effective communication, collaboration, and task delegation within the Catalyst platform

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Task Management

Enhance productivity by tracking and managing tasks seamlessly, ensuring a streamlined workflow for all team members

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Features

Managing Partner Commissions

Gain clarity on your commission flow in real-time. Easily manage partner and intermediary payouts.

Effortless Management

From bookings to cancellations, streamline operations for a smoother and more efficient workflow.

Seamless Tracking and Payouts

Enjoy transparent tracking of transactions and swift, reliable payouts for a hassle-free and efficient experience.

Step 1Partner Commission
Dataset
Step 2Contract Version Assignment
Step 3Generating Cancellation
Booking
Step 4Reviewing Cancellation
Bookings

Discover Catalyst Advantage

Transform your insurance management with us

Request demo

  • Policy Management

  • Control Policy Versions

  • Contacts Management

  • Payroll Administration

  • Sales Leaderboard

  • Team Management

  • Task Management

  • Policy Management

  • Control Policy Versions

  • Contacts Management

  • Payroll Administration

  • Sales Leaderboard

  • Team Management

  • Task Management

  • Policy Management

  • Control Policy Versions

  • Contacts Management

  • Payroll Administration

  • Sales Leaderboard

  • Team Management

  • Task Management

  • Policy Management

  • Control Policy Versions

  • Contacts Management

  • Payroll Administration

  • Sales Leaderboard

  • Team Management

  • Task Management

Support

FAQs

Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our friendly team.

Is there a free trial available?

No, there's no free trial, but you can schedule a free demo call. During this meeting, our representatives will showcase the Catalyst CRM, explain its features, and answer all of your questions. You will be able to make an informed decision whether our product addresses the needs of your business and customers

Can I change my plan later?

Absolutely! We know that to stay competitive in a rapidly changing market landscape, businesses must be flexible. We are willing to adjust our pricing and plans according to your evolving needs to secure your loyalty and satisfaction.

What is your cancellation policy?

We respect the decisions of clients if they want to cancel their subscription to our products and services. The exact cancellation terms for each client can be individually negotiated with our customer service advisors.

Can other info be added to an invoice?

Yes, you can include information about a particular department within your company that is responsible for the development, maintenance, customer support, marketing, or other operational costs. Special recipients outside of your organization, such as accounting professionals, tax authorities, legal advisors, etc., may also receive a copy of the invoice. The invoices can be sent either to the physical location of your business, such as the billing address of a company's headquarters or to the email address of the authorized individual within your organization who's responsible for handling billing and payments.

How does billing work?

We use a recurring billing under which customers are charged automatically at the agreed-upon intervals, such as monthly or annually, until the subscription is canceled. Every time you execute a transaction, we will securely store and track this payment information for products and services you've subscribed to.