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How an insurance brokerage uses Catalytic’s smart workflows

Coordinating insurance carriers and customers requires a lot of detailed work. Make the process smarter with Catalytic.

Benefits that insurance brokerages achieve with Catalytic

Faster, accurate quotes

Calculate multiple quotes for your customer based on their specific needs, and generate a customized proposal presentation within minutes.

Minimize risk

Assess and minimize potential risk and make recommendations for coverage based on past clients with similar profiles.

Customer communication

Once new customers are onboarded, create workflows around communication touchpoints, payment reconciliation, and data quality to ensure customer satisfaction.

See how Catalytic can deliver immediate value with our Automation Potential Calculator