Product Updates
Product Updates, June 2026
June's product updates are here, and there's a lot to be excited about. We're continuing to build on the foundation we've established across Catalyst and Insights benchmarking, with this month's updates focused on giving users more precision in how they search, prospect, and manage data.
Author:
June 2, 2026

June's product updates are here, and there's a lot to be excited about. We're continuing to build on the foundation we've established across Catalyst and Insights benchmarking, with this month's updates focused on giving users more precision in how they search, prospect, and manage data.

On the Catalyst side, that means expanded AI assistant capabilities, more flexible export controls, and deeper CRM customization. For benchmarking, we've added AI-powered recommendations and made meaningful improvements to the report experience, including how you access completed reports and how data flows through the submission wizard.

Read on for the full details.

Catalyst

  • Proximity-Based Geographic Search — The AI assistant now supports radius-based company searches around a city, so territory prospecting works the way territories actually do — not just by state, city, or zip.
  • Product Line Gap Queries — Ask the AI assistant which product lines — Stop Loss, EAP, Voluntary, TPA — an employer has or is missing. Cross-sell identification now happens in a conversation, not a spreadsheet.
  • Headcount Milestone Flags — The AI assistant can surface employers who've recently crossed key thresholds: 50, 100, 500 employees. Growth signals and compliance triggers, surfaced automatically.
  • Flexible Export Range Selection — When exporting data, users can now choose the current page, a page range, or a specific record count. Providing precise control without bumping into system limits.
  • Experience Mod Data on Account View — Experience Modification data now appears directly on the Company Overview and Commercial P&C tab, so risk context is right there when you need it.
  • Custom CRM Field Mapping — Account admins can now map platform fields to custom CRM fields, including custom schemas. Providing full control over how data flows in without overwriting existing records.
  • Retirement Search: Total Assets Filter — The Retirement Search Assets filter now filters on Total Assets.

 

Insights+

  • AI-Powered Recommendations in Insights+ Users can now access AI-generated recommendations directly within Insights+. The new recommendations tool surfaces actionable guidance across four categories. Highest Impact, Cost Strategy, Coverage Gaps, and Underwriter Notes, giving users a faster path from report data to next steps.
  • Completion Email Links to HTML Report — When your report is ready, the notification email now links directly to the interactive HTML report including Mployer AI and all report tools, instead of a PDF download.
  • Redesigned Chart Layout — Plan Score and Cohort Market Data sections are now clearly differentiated, and Dental and Vision pages consolidate their left-side tables. Easier to read, faster to interpret.
  • Report Opens Without Losing Your Place — Clicking a company name in the Request History Grid now opens the HTML report in a new tab, so your search state stays exactly where you left it.
  • Rate Availability Edits No Longer Clear Rate Data — Adjusting Rate Availability selections mid-wizard no longer wipes Medical, Dental, or Vision rate and contribution data previously entered. No more lost work.
  • Age-Banded Entry Hidden When Not Applicable — When 'Use employee contributions only' is selected, Age-Banded rate entry is no longer shown — cleaner form, fewer distractions.

That's a wrap! Stay tuned for what's coming next month.

Important Holidays
US Employers Guide to India’s Independence Day and Republic Day
India’s Independence Day is on August 15 and their Republic Day is January 26. These national holidays commemorate India's independence from British rule and the adoption of the Indian Constitution, respectively. They are marked by patriotic ceremonies, flag hoisting, and cultural events.
December 14, 2023

Two significant national holidays in India are Independence Day on August 15 and Republic Day on January 26. These occasions mark key milestones in India's history and are important for the Indian community. As a US-based employer, recognizing and understanding these holidays can enhance cultural inclusivity within your organization. This guide provides insights into specific dates, the level of importance, background on the holidays, cultural practices, ways to celebrate as a US employer, and important legal and compliance considerations.

Specific Dates to Keep in Mind

India’s Independence Day has a fixed date of August 15 each year.

India’s Republic Day also has a fixed date and is recognized on January 26 each year.

Level of Importance

Both Independence Day and Republic Day hold extremely high importance for India as they commemorate the country's independence from British rule and the establishment of the Indian Republic.

Background on the Holidays

Independence Day: Marks the end of British colonial rule in 1947. Celebrated with flag hoisting, patriotic songs, and cultural events.

Republic Day: Commemorates the adoption of the Indian Constitution in 1950. Celebrated with a grand parade showcasing India's diversity and military strength.

Specific Cultural Practices

  • Flag Hoisting: A national flag is hoisted, symbolizing the sovereignty of the nation.
  • Parades and Celebrations: Patriotic events, cultural programs, and parades are organized.
  • Tri-Color Symbolism: People wear clothes representing the Indian flag's colors – saffron, white, and green.

Specific Items

  • Wearing traditional Indian attire or clothing reflecting the national flag's colors is common.

Specific Foods

  • While there are no strict dietary restrictions, celebratory meals often include traditional Indian dishes and sweets.

Celebrating these Holidays as a US Employer

  • Educational Workshops: Conduct sessions educating employees about the historical significance of these holidays.
  • Flag Hoisting: If possible, organize a flag hoisting ceremony within the workplace.
  • Cultural Displays: Encourage employees to share aspects of their culture, fostering a sense of unity and understanding.

Communicating Independence Day to Your Teams

Subject: Celebrating Indian Independence Day - Embracing Cultural Diversity

Dear [Team],

As we approach the significant Indian celebration known as Independence Day, we want to extend our warmest wishes to all team members who observe this important day.

India’s Independence Day marks a pivotal moment in India's history, symbolizing freedom, democracy, and unity. We encourage everyone to learn more about what this day means to India’s culture, perhaps by sharing stories or experiences. Let's celebrate our cultural diversity and appreciate the significance of this day.

Wishing you all a meaningful Independence Day!

Warm regards, [Your Company]

Communicating Republic Day to Your Teams

Subject Celebrating India’s Republic Day – Embracing Cultural Diversity

Dear [Team],

Today is India’s Republic Day. We want to extend our warmest wishes to all team members who observe this holiday.

Republic day marks a pivotal moment in India’s history, symbolizing freedom, democracy, and unity. We encourage everyone to learn more about this day and what it means to India’s culture, perhaps by sharing personal stories or experiences. Let’s celebrate our cultural diversity and appreciate the significance of this day.  

Wishing you all a meaningful Republic Day!

Warm regards, [Your Company]

Legal and Compliance

  • Time Off Considerations: Be aware of potential time off requests around these holidays.
  • Cultural Sensitivity: Ensure that workplace communications are culturally sensitive and respectful.

By acknowledging and respecting Indian Independence Day and Republic Day, US employers contribute to a workplace culture that values diversity and embraces the richness of cultural traditions.

Important Holidays
US Employers Guide to Holi
The date varies, but Holi usually falls in March. Known as the Festival of Colors, Holi marks the arrival of spring. Participants throw colored powders and water at each other, symbolizing the triumph of good over evil and the joy of life.
December 14, 2023

Holi, the vibrant and joyous festival of colors, is one of the most celebrated Hindu festivals in India. As a US-based employer, understanding and acknowledging Holi can foster cultural inclusivity and strengthen bonds with employees from Indian backgrounds. This guide provides insights into specific dates, the level of importance, background on the holiday, cultural practices, ways to celebrate as a US employer, and important legal and compliance considerations.

Specific Dates to Keep in Mind

Holi is a spring festival and usually falls between late February and March. The main day of celebration, known as Dhulandi or Rangwali Holi, involves the playful throwing of colored powders and water.

Level of Importance

Holi holds high importance in India, marking the arrival of spring and symbolizing the triumph of good over evil. It is celebrated with enthusiasm and exuberance across the country.

Background on the Holiday

Holi has its roots in Hindu mythology, particularly the legend of Prahlad and Holika. It is a time for joy, love, and the breaking down of social barriers. The festival encourages forgiveness and the renewal of relationships.

Specific Cultural Practices

  • Playing with Colors: Participants engage in color fights, smearing each other with brightly colored powders.
  • Water Balloon Fights: Water-filled balloons are thrown, adding an extra element of fun to the celebrations.

Traditional Foods

  • Special Holi delicacies like gujiya, mathri, and thandai are prepared and shared.

Specific Items

Participants usually wear old or white clothing that can easily be colored during the festivities. Wearing sunglasses and applying oil to the skin before playing with colors is common.

Specific Foods

Holi is associated with a variety of special sweets and beverages. Thandai, a spiced milk drink, is a traditional Holi favorite.

Celebrating Holi as a US Employer

Understanding and acknowledging Holi can contribute to a more inclusive workplace. Here's how:

  • Flexible Scheduling: Consider allowing flexible work hours to accommodate Holi celebrations.
  • Virtual Celebrations: Host virtual events or encourage employees to share their Holi experiences and traditions.

Communicating Holi to Your Teams

Subject: Celebrating Holi - Embracing the Festival of Colors

Dear [Team],

As we approach the vibrant festival of Holi, we want to extend warm wishes to all our team members celebrating this Festival of Colors. Holi is a time of joy, love, and the triumph of good over evil.

We encourage you to take part in the festivities, whether it's playing with colors, enjoying traditional foods, or simply embracing the spirit of renewal. Let's celebrate the diversity of our team and make this Holi a colorful and memorable one.

May your lives be filled with the colors of joy and happiness.

Warm regards, [Your Company]

Legal and Compliance

  • Accommodations: Be aware of potential time off requests and accommodate employees who observe Holi.
  • Cultural Sensitivity: Ensure that workplace celebrations and communications are culturally sensitive and respectful.

By recognizing and respecting Holi, US employers can create a workplace culture that values diversity, fosters inclusivity, and embraces the rich tapestry of cultural traditions.

Important Holidays
US Employers Guide to Diwali (Deepavali)
The date varies, but Diwali usually takes place in October or November. Also known as the Festival of Lights, Diwali is one of the most significant Hindu festivals. It symbolizes the victory of light over darkness and good over evil. People celebrate with decorations, diyas (oil lamps), fireworks, sweets, and exchanging gifts.
December 14, 2023

Diwali, also known as Deepavali, is one of the most widely celebrated festivals in India and holds great cultural significance. As a US-based employer, understanding and recognizing Diwali can foster a more inclusive workplace environment and strengthen relationships with employees of Indian origin. This guide provides insights into specific dates, the level of importance, background on the holiday, cultural practices, ways to celebrate as a US employer, and important legal and compliance considerations.

Specific Dates to Keep in Mind

Diwali is a floating festival, and its date is determined by the Hindu lunar calendar. It usually falls between October and November. The main day, known as Diwali or Deepavali, is celebrated on the third day of the festival.

Level of Importance

Diwali is of high importance in India, not only for Hindus but also for Jains, Sikhs, and some Buddhists. It is a time for family gatherings, festive activities, and spiritual reflection.

Background on the Holiday

Diwali, the Festival of Lights, signifies the triumph of light over darkness and good over evil. The celebration involves the lighting of oil lamps or diyas, decorating homes, exchanging gifts, and enjoying festive meals.

Specific Cultural Practices

  • Lighting of Diyas: Diyas are lit to symbolize the victory of light over darkness and knowledge over ignorance.
  • Rangoli: Intricate designs made on the floor with colored powders or flowers.
  • Fireworks: Fireworks are a traditional part of Diwali celebrations, symbolizing the victory of good over evil.

Specific Items

While there are no strict rules about items to avoid, it's common for people to wear new or traditional clothing during Diwali.

Specific Foods

Diwali is associated with a variety of special sweets and savory snacks. Traditional Indian sweets like laddoos, barfis, and jalebis are often prepared and shared.

Celebrating Diwali as a US Employer

Understanding Diwali allows US employers to foster a sense of inclusion. Here's how:

  • Flexible Scheduling: Consider allowing flexible work hours or time off to accommodate Diwali celebrations.
  • Virtual Celebrations: Host virtual events or encourage employees to share their Diwali experiences and traditions.

Communicating Diwali to Your Teams

Subject: Celebrating Diwali - Embracing the Festival of Lights

Dear [Team],

As we approach the joyous festival of Diwali, we want to extend warm wishes to all our team members celebrating this Festival of Lights. Diwali holds immense cultural significance and symbolizes the victory of light over darkness.

We encourage you to take this opportunity to share your Diwali traditions with the team. Whether you light diyas, create rangolis, or enjoy festive meals, let's embrace the diversity of our team's celebrations.

May this Diwali bring joy, prosperity, and a bright future to you and your loved ones.

Warm regards, [Your Company]

Legal and Compliance

  • Accommodations: Be aware of potential time off requests and accommodate employees who observe Diwali.
  • Cultural Sensitivity: Ensure that workplace celebrations and communications are culturally sensitive and respectful.

By recognizing and respecting Diwali, US employers can contribute to a more inclusive workplace, fostering a positive atmosphere that values cultural diversity and understanding.

Important Holidays
US Employers Guide to Canada's Civic Day
Canada's Civic Holiday is on the first Monday in August. Known by different names in various provinces, this day is a public holiday, often celebrated as a midsummer day off with various local events and activities.
December 13, 2023

Canada's Civic Day, celebrated on the first Monday of August, offers a unique opportunity for US-based employers to understand and recognize this regional holiday. As each province may have its own variations, it's essential for HR, benefit, and compliance leaders to foster a workplace culture that appreciates the diversity of Canadian holidays. This guide delves into specific dates, the level of importance, background on the holiday, cultural practices, ways to celebrate as a US employer, and important legal and compliance considerations.

Specific Dates to Keep in Mind

Canada's Civic Day falls on the first Monday of August. It is a fixed date, allowing for consistent planning.

Level of Importance

The level of importance for Civic Day varies by province. While it is a statutory holiday in some regions, others may not observe it or may have different names for the holiday.

Background on the Holiday

Civic Day, often referred to by different names like British Columbia Day, Saskatchewan Day, or Simcoe Day in Ontario, is a celebration of civic pride and community. It provides an opportunity for Canadians to engage in various recreational and cultural activities.

Specific Cultural Practices

Civic Day is often marked by community events, parades, fireworks, and outdoor activities. Residents take pride in their local heritage and participate in festivities that reflect their community spirit.

Specific Items

While there are no specific items associated with Civic Day, individuals may wear clothing or accessories that showcase their community pride.

Specific Foods

Civic Day is not tied to specific foods, but community barbecues, picnics, and outdoor gatherings are common. Consideration for dietary preferences and restrictions is advisable when organizing workplace events.

Celebrating Civic Day as a US Employer

Understanding the regional differences in Canada is crucial when acknowledging Civic Day. Here are ways to celebrate as a US employer:

  • Flexible Scheduling: Be aware of potential time zone differences and allow flexibility for Canadian employees to celebrate the holiday.
  • Virtual Celebrations: Host virtual events or team-building activities that align with the spirit of Civic Day.

Communicating Civic Day to Your Teams

Subject: Celebrating Canada's Civic Day - A Time for Community Pride

Dear [Team],

As we approach Canada's Civic Day on the first Monday of August, we want to extend our warm wishes to our Canadian colleagues and celebrate the spirit of community pride. While this holiday may have different names across provinces, it represents a time for reflection, recreation, and a celebration of our unique communities.

We encourage you to take this opportunity to connect with your local community, whether virtually or in person, and engage in activities that bring a sense of civic pride. If you have any specific traditions or activities you'd like to share, feel free to let us know.

Wishing you all a happy Civic Day!

Sincerely, [Your Company]  

Legal and Compliance

  • Accommodations: Be mindful of potential time off requests and accommodate employees who observe Civic Day, especially those in regions where it is a statutory holiday.
  • Inclusivity: Acknowledge the diversity of celebrations across Canada and foster an inclusive environment that respects regional differences.

By recognizing and respecting Civic Day, US employers can contribute to a positive and inclusive workplace culture, strengthening the bond between American and Canadian colleagues.

Important Holidays
US Employers Guide to Remembrance Day (Canada)
Remembrance Day is a Canadian holiday that takes place on November 11. Canadians observe Remembrance Day to honor the military personnel who lost their lives in the line of duty. The day is marked by ceremonies at war memorials, including the National War Memorial in Ottawa.
December 13, 2023

Remembrance Day in Canada is a solemn occasion dedicated to honoring the sacrifices of the country's veterans and military personnel. As a US-based employer, understanding the significance of Remembrance Day is crucial for fostering a respectful and inclusive workplace. In this guide, we'll explore the specific dates, the level of importance, the background of the holiday, cultural practices, and how US employers can appropriately recognize and communicate about Remembrance Day while considering legal and compliance aspects.

Specific Dates to Keep in Mind

Remembrance Day is observed on November 11th each year. The date is fixed.

Level of Importance

Remembrance Day holds high importance in Canada and is a statutory holiday in most provinces. It is a day of reflection, gratitude, and commemoration for the sacrifices made by Canadian armed forces.

Background on the Holiday

Remembrance Day originated as Armistice Day in 1919 to mark the end of World War I. It was later expanded to honor all military personnel who have served in the Canadian Armed Forces. The red poppy flower is a symbol of remembrance inspired by the famous war poem "In Flanders Fields."

Specific Cultural Practices

  • Two-Minute Silence: A nationwide two-minute silence is observed at 11 a.m. to honor and remember the fallen.
  • Wearing Poppies: Canadians wear red poppies as a symbol of remembrance.

Specific Items

  • Red Poppies: Displaying or wearing red poppies is a common practice to show respect and support for veterans.

Specific Foods

Remembrance Day is not associated with specific foods. However, events like community breakfasts or dinners may be organized to bring people together.

Celebrating Remembrance Day as a US Employer

While Remembrance Day is not widely observed in the United States, recognizing its importance to Canadian employees can strengthen workplace morale. Here are some ways to acknowledge the day:

  • Moment of Silence: Observe a moment of silence at 11 a.m. in honor of Remembrance Day.
  • Poppies: Encourage employees to wear red poppies or display them in the workplace.

Communicating Remembrance Day to Your Teams

Subject: Observing Remembrance Day - Honoring Canadian Veterans

Dear [Team],

As we approach November 11th, we want to take a moment to recognize and honor Remembrance Day in Canada. This important day serves as a time of reflection, gratitude, and remembrance for the sacrifices made by the country's veterans.

We encourage you to observe a two-minute silence at 11 a.m. on November 11th as a sign of respect. Additionally, wearing red poppies is a meaningful way to show support for our Canadian colleagues and all those who have served.

Let us join together in honoring the memory of the brave men and women who have made sacrifices for our freedom.

Sincerely, [Your Company]

Legal and Compliance

  • Respectful Communication: Ensure that any communication about Remembrance Day is respectful and acknowledges the solemn nature of the occasion.
  • Accommodations: Be understanding and supportive if Canadian employees request time off or adjustments to observe Remembrance Day traditions.

By recognizing Remembrance Day, your company can demonstrate empathy and respect for the contributions of Canadian veterans, contributing to a workplace culture that values diversity and inclusivity.

Important Holidays
US Employers Guide to Canada Day
Also known as Canada's birthday, July 1 is a national holiday that celebrates the anniversary of the confederation in 1867. Canadians commemorate the day with fireworks, parades, concerts, and various patriotic events.
December 13, 2023

Canada Day, celebrated on July 1st each year, marks the anniversary of the confederation of Canada. While it is a national holiday for our neighbors to the north, as a US-based employer, understanding and acknowledging this day can foster cross-cultural awareness and inclusivity within your workplace. In this guide, we will explore specific dates, the level of importance, the background of the holiday, cultural practices, and how US employers can appropriately recognize and communicate about Canada Day, all while considering legal and compliance aspects.

Specific Dates to Keep in Mind

Canada Day is a fixed date celebrated annually on July 1st.

Level of Importance

Canada Day holds high importance in the country, akin to the significance of Independence Day in the United States. It is a federal holiday, and Canadians across the country participate in various events and activities to celebrate their national identity.

Background on the Holiday

Canada Day commemorates the enactment of the Constitution Act, 1867, which united the separate colonies of the United Province of Canada into a single Dominion within the British Empire. It signifies the birth of the nation.

Specific Cultural Practices

  • Fireworks Displays: Fireworks are a central part of Canada Day celebrations, with cities hosting spectacular displays.
  • Parades and Festivals: Communities organize parades, concerts, and festivals featuring Canadian music, art, and culture.

Specific Items

  • Red and White: The national colors of Canada are red and white. Many Canadians wear clothing featuring these colors, and decorations often follow the red and white theme.

Specific Foods

  • Canadian Cuisine: Celebrations may include traditional Canadian foods, such as poutine, butter tarts, and maple-flavored treats.

Celebrating Canada Day as a US Employer

While Canada Day is not a holiday in the United States, recognizing its importance can create a more inclusive work environment. Here are ways to acknowledge the day:

  • Educational Sessions: Provide information about the history and significance of Canada Day to enhance employees' understanding of their Canadian counterparts.
  • Virtual Celebrations: Consider hosting virtual events or allowing employees to join Canadian celebrations online.
  • Social Media Acknowledgment: Share a post on your company's social media platforms, acknowledging Canada Day and expressing appreciation for the cultural diversity within the team.

Communicating Canada Day to Your Teams

Subject: Celebrating Canada Day - A Message of Unity

Dear [Team],

As July 1st approaches, we want to take a moment to acknowledge Canada Day, a significant celebration for our Canadian colleagues and friends.

While Canada Day is not a holiday in the United States, we recognize the importance of this day to our neighbors to the north. It's a time for Canadians to celebrate their rich history, culture, and national identity.

We encourage you to learn more about Canada Day and take part in recognizing the contributions of our Canadian colleagues. Let's celebrate the diversity that makes our team strong and vibrant.

Happy Canada Day!

Warm regards, [Your Company]

Legal and Compliance

  • Inclusive Language: Use inclusive language that respects the cultural diversity of your team.
  • Respect for Differences: Ensure that any celebrations or acknowledgments are respectful of individual preferences, and participation is voluntary.
  • Compliance with Work Policies: Remind employees of work policies regarding virtual celebrations during work hours.

Acknowledging Canada Day demonstrates your company's commitment to cultural understanding and inclusivity, contributing to a workplace where all employees feel valued and appreciated.