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 Labor Day (Mexico)
Mexico’s Labor Day is on May 1 each year. Similar to International Workers' Day, Mexicans observe Labor Day with parades, demonstrations, and events advocating for workers' rights.
December 13, 2023

Labor Day, or "Día del Trabajo," is a significant holiday in Mexico that honors the achievements and contributions of workers. As a US-based employer, understanding and respecting this day can contribute to fostering cultural awareness and inclusivity within the 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 acknowledge and communicate about Labor Day while considering legal and compliance aspects.

Specific Dates to Keep in Mind

Labor Day in Mexico is celebrated on May 1st each year. This date is fixed, providing clarity for planning and recognition.

Level of Importance

Labor Day holds high importance in Mexico, where it is a public holiday. It is a day to recognize the achievements and rights of workers, and various events and activities take place nationwide.

Background on the Holiday

Labor Day has its roots in the labor movement of the late 19th century and is a day dedicated to celebrating the contributions of workers to society. In Mexico, it is a time to acknowledge the achievements of the labor movement and advocate for workers' rights.

Specific Cultural Practices

  • Parades and Demonstrations: Cities and towns across Mexico organize parades and demonstrations to celebrate workers' contributions and advocate for labor rights.
  • Union Involvement: Labor unions play a significant role in organizing events and advocating for workers' rights on this day.

Specific Items

Red Flags and Banners: Red is a symbolic color associated with Labor Day. Many participants in parades and events carry red flags, banners, or wear red clothing to show solidarity.

Specific Foods

  • Traditional Mexican Cuisine: Celebrations may include traditional Mexican foods, offering a communal gathering for workers and their families.

Celebrating Labor Day as a US Employer

While Labor Day in the United States is celebrated on a different date, acknowledging the significance of Labor Day in Mexico demonstrates cultural sensitivity. Here are ways to acknowledge the day:

  • Educational Sessions: Provide information about the history and significance of Labor Day in Mexico to promote understanding among employees.
  • Inclusive Decorations: Consider incorporating red elements or flags in common areas to symbolize solidarity with workers.
  • Acknowledgment in Communications: Include a brief mention of Labor Day in Mexico in company communications or newsletters, fostering cultural awareness.

Communicating Labor Day to Your Teams

Subject: Celebrating Labor Day - Recognizing the Achievements of Workers

Dear [Team],

As May 1st approaches, I wanted to take a moment to acknowledge Labor Day in Mexico. This important day celebrates the achievements and contributions of workers, recognizing their role in shaping our society.

While we celebrate Labor Day in the United States on a different date, it is an opportunity for us to foster cultural awareness and understanding. I encourage you to take a moment to learn more about the history and significance of this day.

If you have any questions or would like more information, feel free to reach out. Let's celebrate the hard work and dedication of workers around the world.

Warm regards, [Your Company]

Legal and Compliance

  • Inclusive Language: Use inclusive language in communications to recognize the diversity of backgrounds and beliefs within the workplace.
  • Cultural Sensitivity Training: Consider offering cultural sensitivity training to employees to promote an inclusive work environment.
  • Voluntary Participation: If organizing any workplace events, ensure that participation is voluntary and does not create discomfort for employees.

Acknowledging and respecting Labor Day in Mexico reflects positively on your company's commitment to cultural diversity and inclusivity, contributing to a workplace where all employees feel valued and understood.

Important Holidays
US Employers Guide to Constitution Day (Mexico)
Mexico’s Constitution Day is on February 5 each year. This holiday celebrates the promulgation of the Mexican Constitution in 1917. It is a day off for many Mexicans, and there are often civic events and ceremonies.
December 13, 2023

Constitution Day, or Día de la Constitución, is a significant national holiday in Mexico that commemorates the ratification of the country's constitution. As a US-based employer, understanding and respecting this day can contribute to fostering cultural awareness and inclusivity within the workplace. In this guide, we will delve into specific dates, the level of importance, the background of the holiday, cultural practices, and how US employers can appropriately acknowledge and communicate about Constitution Day while considering legal and compliance aspects.

Specific Dates to Keep in Mind

Constitution Day is celebrated on February 5th each year. Unlike some holidays, the date is fixed, providing clarity for planning and recognition.

Level of Importance

Constitution Day is of high importance in Mexico, as it commemorates the enactment of the country's constitution in 1917. It is a federal holiday, and various events and ceremonies take place nationwide to mark the occasion.

Background on the Holiday

Constitution Day commemorates the signing and promulgation of the Mexican Constitution of 1917. This constitution, a pivotal document in Mexican history, established principles of governance and individual rights and has played a central role in shaping the nation.

Specific Cultural Practices

  • Parades and Ceremonies: Many cities and towns host parades and civic ceremonies to honor the constitution.
  • Educational Events: Schools often organize events to educate students about the significance of the constitution.

Specific Items

  • Mexican Flag Colors: Participants in parades and events often wear clothing reflecting the colors of the Mexican flag—green, white, and red.

Specific Foods

  • Traditional Mexican Cuisine: Celebrations may include traditional Mexican foods, allowing people to come together and share a meal.

Celebrating Constitution Day as a US Employer

While Constitution Day is not a holiday widely celebrated in the United States, recognizing it in the workplace demonstrates cultural sensitivity. Here are ways to acknowledge the day:

  • Educational Sessions: Provide information about the history and significance of the Mexican Constitution to foster understanding.
  • Inclusive Decorations: Consider decorating common areas with elements reflecting the colors of the Mexican flag.
  • Acknowledgment in Communications: Include a brief mention of Constitution Day in company communications or newsletters, promoting cultural awareness.

Communicating Constitution Day to Your Teams

Subject: Celebrating Constitution Day - Building Cultural Awareness

Dear [Team],

As we approach February 5th, I wanted to take a moment to acknowledge Constitution Day in Mexico. This significant day commemorates the ratification of the Mexican Constitution in 1917.

While Constitution Day is not a widely observed holiday in the United States, it is an opportunity for us to foster cultural awareness and understanding. I encourage you to take a moment to learn more about the history and significance of this day.

If you have any questions or would like more information, feel free to reach out. Let's celebrate the diversity that enriches our workplace.

Warm regards, [Your Company]

Legal and Compliance

  • Inclusive Language: Use inclusive language in communications to recognize the diversity of backgrounds and beliefs within the workplace.
  • Cultural Sensitivity Training: Consider offering cultural sensitivity training to employees to promote an inclusive work environment.
  • Celebration Voluntariness: If organizing any workplace events, ensure that participation is voluntary and does not create discomfort for employees.

By acknowledging Constitution Day, US employers can contribute to creating a workplace that values and respects the cultural diversity of its employees. Recognizing such holidays fosters an inclusive environment and strengthens connections among team members from different cultural backgrounds.

Important Holidays
US Employers Guide to Independence Day (Mexico)
On September 16, Mexicans celebrate their independence from Spanish rule with patriotic events, fireworks, parades, and the traditional "Grito de Dolores" (Cry of Dolores) ceremony on the night of September 15.
December 13, 2023

Independence Day in Mexico is a spirited and patriotic celebration that holds deep cultural significance for the Mexican people. While it may not be as widely recognized in the United States, acknowledging this important holiday can foster cultural understanding and inclusivity in the workplace. In this guide, we'll delve into specific dates, the level of importance, background, cultural practices, and how US employers can appropriately recognize and communicate about Mexican Independence Day, while considering legal and compliance aspects.

Specific Dates to Keep in Mind

Mexican Independence Day is celebrated on September 16th. The festivities often begin on the evening of September 15th with the famous "Grito de Dolores" or the Cry of Dolores, echoing the call for independence that initiated the Mexican War of Independence.

Level of Importance

Independence Day is of the highest importance in Mexico. It is a national holiday, and the celebrations extend across the country, from small villages to large cities.

Background on the Holiday

Independence Day commemorates the start of the Mexican War of Independence against Spanish rule in 1810. The Grito de Dolores, delivered by Miguel Hidalgo, is a foundational moment in Mexican history, symbolizing the call for freedom and self-determination.

Specific Cultural Practices

  • Grito de Dolores: The president or a designated official replicates Hidalgo's cry, shouting "Viva México!" from the balcony of the National Palace in Mexico City.
  • Parades and Festivals: Communities across Mexico organize parades, concerts, and vibrant festivals featuring traditional music and dance.

Specific Items

  • Mexican Flags: The national flag is proudly displayed, and many people wear clothing in the colors of the flag – green, white, and red.

Specific Foods

  • Traditional Mexican Cuisine: Foods like tacos, tamales, pozole, and chiles en nogada are commonly enjoyed during Independence Day celebrations.

Celebrating Independence Day as a US Employer

While Independence Day in Mexico may not be widely celebrated in the United States, recognizing it in the workplace is an opportunity to promote cultural awareness. Consider these strategies:

  • Educational Sessions: Host educational sessions or presentations about the history and cultural significance of Mexican Independence Day.
  • Decorate the Workplace: Allow employees to decorate common areas with Mexican flags or colors, fostering a sense of inclusivity.
  • Cultural Potluck: Encourage a cultural potluck where employees can share traditional Mexican dishes.

Communicating Independence Day to Your Teams

Subject: Celebrating Mexican Independence Day - A Cultural Tribute

Dear [Team],

As we approach the month of September, we want to acknowledge and celebrate Mexican Independence Day, a momentous occasion in Mexican history. On September 16th, 1810, Miguel Hidalgo's call for freedom marked the beginning of the Mexican War of Independence.

In the spirit of fostering cultural understanding and inclusivity, we encourage you to learn about the significance of Mexican Independence Day. While this may not be a widely observed holiday in the United States, recognizing the cultural richness within our team contributes to a more inclusive workplace.

Wishing everyone a joyful and culturally enriching Mexican Independence Day.

Warm regards, [Your Company]

Legal and Compliance

  • Inclusivity: Ensure that any communications about Mexican Independence Day are inclusive and respectful of diverse perspectives.
  • Workplace Decorum: If the workplace is decorated, ensure that decorations are appropriate and considerate of diverse perspectives.
  • Time Off Considerations: Be aware of and accommodate employees who may request time off to celebrate Mexican Independence Day or participate in related events.

Recognizing and learning about Mexican Independence Day in the workplace is an opportunity to celebrate the cultural diversity of your team. By acknowledging the history and traditions of this significant holiday, employers contribute to a workplace culture that values and respects the experiences of all team members.

Important Holidays
US Employers Guide to Dia de los Muertos (Day of the Dead)
Celebrated on November 1st and 2nd, Dia de los Muertos is a time to honor and remember deceased loved ones. Families create altars with photos, candles, and offerings, and there are often parades and festivities.
December 13, 2023

Dia de los Muertos, or Day of the Dead, is a vibrant and culturally significant holiday in Mexico, celebrated to honor and remember loved ones who have passed away. While this celebration may not be familiar to many in the United States, acknowledging its importance can foster cultural understanding and inclusivity in the workplace. In this guide, we'll explore specific dates, the level of importance, background, cultural practices, and how employers can appropriately recognize and communicate about Dia de los Muertos while considering legal and compliance aspects.

Specific Dates to Keep in Mind

Dia de los Muertos typically spans from October 31st to November 2nd, with November 1st dedicated to honoring deceased children and November 2nd for adults.

Level of Importance

In Mexico, Dia de los Muertos is of high cultural and spiritual importance. It is recognized as a national holiday and is deeply ingrained in the country's traditions.

Background on the Holiday

Dia de los Muertos has indigenous roots and combines elements of Aztec rituals with Catholicism. Families create altars, or ofrendas, adorned with pictures, candles, marigolds, and the favorite foods and belongings of the departed.

Specific Cultural Practices

  • Ofrendas: Families create ofrendas in their homes or at gravesites, offering items that represent the four elements – earth, wind, water, and fire.
  • Calaveras: Elaborate sugar skulls, or calaveras, are crafted and decorated to symbolize deceased individuals. They are often personalized with the names of loved ones.

Specific Items

  • Candles: Lit candles are placed on ofrendas to guide spirits back to the world of the living.
  • Marigolds: Vibrant marigold flowers are believed to attract spirits with their vibrant colors and sweet scent.
  • Pan de Muerto: Special bread, pan de muerto, is baked and placed on ofrendas. It is adorned with bone-shaped decorations and is shared among family members.

Specific Foods

  • Sugar Skulls: While not consumed, sugar skulls are an integral part of the holiday's visual symbolism.
  • Pan de Muerto: This sweet bread is enjoyed by families as they gather to honor their departed loved ones.

Celebrating Dia de los Muertos as a US Employer

While Dia de los Muertos may not be widely celebrated in the United States, recognizing it in the workplace can promote inclusivity. Consider these strategies:

  • Educational Sessions: Host educational sessions or presentations about the cultural and spiritual significance of Dia de los Muertos.  
  • Decorate the Workplace: Allow employees to decorate common areas with elements inspired by Dia de los Muertos, ensuring sensitivity to cultural appropriateness.
  • Moment of Remembrance: Provide a moment of remembrance during team meetings, allowing employees to share memories of their loved ones.

Communicating Dia de los Muertos to Your Teams

Subject: Embracing Dia de los Muertos - A Cultural Exploration

Dear [Team],

As we approach the end of October, we want to take a moment to recognize Dia de los Muertos, a culturally significant holiday celebrated in Mexico. Dia de los Muertos, or Day of the Dead, is a time for honoring and remembering loved ones who have passed away.

In the spirit of cultural understanding and inclusivity, we encourage you to learn about Dia de los Muertos and its rich traditions. While this may not be a widely celebrated holiday in the United States, acknowledging the cultural diversity within our team fosters a more inclusive and compassionate workplace.

Wishing everyone a reflective and culturally enriching Dia de los Muertos.

Warm regards, [Your Company]

Legal and Compliance

  • Inclusivity: Ensure that any communications about Dia de los Muertos are inclusive and respectful of diverse perspectives.  
  • Workplace Decorum: If the workplace is decorated, ensure that decorations are appropriate and considerate of diverse perspectives.
  • Time Off Considerations: Be aware of and accommodate employees who may request time off for religious observance or to participate in Dia de los Muertos celebrations.

Dia de los Muertos is a beautiful celebration that honors the memories of those who have departed. Recognizing and learning about this holiday in the workplace is an opportunity to promote cultural understanding and inclusivity, fostering a workplace culture that values and respects the experiences of all team members.

Important Holidays
US Employers Guide to Corpus Christi (Brazil)
The date for Corpus Christi varies but is usually in June. Corpus Christi is a Catholic holiday celebrating the Eucharist, marked by religious processions, street carpets made of flowers, and traditional festivities.
December 13, 2023

Corpus Christi, celebrated on the ninth Thursday after Easter, is a significant religious holiday in Brazil. While it may not be widely known in the United States, acknowledging the importance of this day can promote cultural understanding and inclusivity in the workplace. In this guide, we'll explore specific dates, the level of importance, background, cultural practices, and how employers can appropriately recognize and communicate about Corpus Christi while considering legal and compliance aspects.

Specific Dates to Keep in Mind

Corpus Christi is a movable feast celebrated on the ninth Thursday after Easter. In Brazil, it is a public holiday, usually falling in May or June.

Level of Importance

In Brazil, Corpus Christi is of high religious importance, marked by solemn processions and elaborate celebrations. It is a public holiday in the country, and many businesses and institutions close for the day.

Background on the Holiday

Corpus Christi, Latin for "Body of Christ," commemorates the presence of the body and blood of Christ in the Eucharist. It is a Catholic festival that includes the procession of the Blessed Sacrament through the streets.

Specific Cultural Practices

The most prominent cultural practice on Corpus Christi is the Eucharistic procession, where the Blessed Sacrament is carried through the streets. Elaborate carpets, known as "tapetes," are created on the procession route using colored sawdust, flowers, and other materials.

Specific Items

Participants in the procession often wear religious attire, and some may carry banners or symbols representing the Catholic faith.

Specific Foods

While there are no specific foods directly tied to the religious aspects of Corpus Christi, it is common for families to come together for festive meals and traditional Brazilian dishes.

Celebrating Corpus Christi as a US Employer

While Corpus Christi may not be a widely celebrated holiday in the United States, recognizing it in the workplace demonstrates cultural sensitivity. Consider these strategies:

  • Educational Sessions: Host educational sessions or presentations about the religious and cultural significance of Corpus Christi.
  • Moment of Reflection: Allow employees a moment of reflection or prayer on this day, either individually or collectively.
  • Accommodations: Be understanding and accommodating if employees request time off for religious observance or to attend religious services.

Communicating Corpus Christi to Your Teams

Subject: Observing Corpus Christi - A Cultural Insight

Dear [Team],

On [specific date], Brazil observes Corpus Christi, a significant religious holiday commemorating the presence of the body and blood of Christ in the Eucharist. While this may not be a widely celebrated holiday in the United States, acknowledging the cultural richness of our team contributes to a more inclusive workplace.

We encourage you to take a moment to learn about Corpus Christi and its religious and cultural significance. In the spirit of understanding and respect for diverse traditions, let us be mindful of this important day.

Wishing everyone a day of reflection and cultural exploration.

Warm regards, [Your Company]

Legal and Compliance

  • Inclusivity: Ensure that any communications about Corpus Christi are inclusive and respectful of diverse perspectives.
  • Religious Accommodations: Be aware of and accommodate employees who may request time off for religious observance or attendance at religious services.
  • Workplace Decorum: If the workplace is decorated, ensure that decorations are appropriate and considerate of diverse perspectives.

Recognizing and learning about Corpus Christi in the workplace is an opportunity to promote cultural understanding and inclusivity. By acknowledging the religious and cultural traditions of employees, employers contribute to a workplace culture that values and respects the experiences of all team members.

Important Holidays
US Employers Guide to Veterans Day
Veterans Day is commemorated on November 11 each year and is set aside to honor and thank military veterans for their service. Many communities hold parades and ceremonies to honor the day.
December 13, 2023

Veterans Day, observed annually on November 11th, is a significant American holiday dedicated to honoring military veterans who have served in the United States Armed Forces. As a US-based employer, understanding the importance of Veterans Day and actively recognizing the contributions of veterans in the workplace can contribute to a supportive and appreciative company culture. In this guide, we'll explore specific dates, the level of importance, background, cultural practices, and how employers can appropriately celebrate and communicate Veterans Day while ensuring legal and compliance considerations.

Specific Dates to Keep in Mind

Veterans Day is a fixed holiday observed on November 11th each year.

Level of Importance

Veterans Day holds a high level of importance in the United States. It is a federal holiday dedicated to honoring the courage and sacrifice of military veterans.

Background on the Holiday

Originally known as Armistice Day, Veterans Day commemorates the end of World War I and pays tribute to all American veterans, living or deceased. It became a federal holiday in 1938.

Specific Cultural Practices

Cultural practices on Veterans Day include attending parades, participating in memorial ceremonies, and visiting veterans' memorials. Many people also choose to express their gratitude to veterans through acts of kindness or by volunteering in support of veterans' causes.

Specific Items

While there are no specific items associated with Veterans Day practices, the display of the American flag is a common way to show respect for veterans.

Specific Foods

There are no specific foods directly tied to Veterans Day, but many restaurants and businesses offer free meals or discounts to veterans as a gesture of appreciation.

Celebrating Veterans Day as a US Employer

Celebrating Veterans Day in the workplace involves recognizing and expressing gratitude to employees who are veterans. Consider these strategies:

  • Acknowledgment: Publicly acknowledge and thank veteran employees for their service. This can be done through a company-wide message, a moment of recognition in a team meeting, or even a small ceremony.
  • Veteran Employee Spotlights: If employees are comfortable, feature veteran employees in spotlights or profiles to share their experiences and contributions.
  • Support Veterans' Causes: Consider organizing or supporting initiatives that contribute to veterans' causes, such as fundraising, volunteering, or partnerships with veteran-focused organizations.

Communicating Veterans Day to Your Teams

Subject: Honoring Our Veterans - A Message of Gratitude

Dear [Team],

As Veterans Day approaches, we want to take a moment to express our deepest gratitude to the veterans among us and to all who have served in the United States Armed Forces. Your courage, sacrifice, and dedication have made an enduring impact, and we are immensely thankful for your service.

On November 11th, we will take a moment to acknowledge and honor our veteran colleagues. If you are a veteran or know a colleague who is, we invite you to share your experiences if you are comfortable doing so. Your stories are an important part of our shared history.

Wishing everyone a reflective and appreciative Veterans Day.

Warm regards, [Your Company]

Legal and Compliance

  • Sensitive Communication: Be mindful of the solemnity of the day in any communications. Avoid using Veterans Day as a promotional or celebratory theme.
  • Recognition Policies: Ensure that your recognition policies are inclusive and considerate of veterans, providing equal opportunities for acknowledgment.
  • Veterans' Day Off: If feasible, consider offering veterans a day off or flexible work arrangements as a gesture of appreciation.

Observing Veterans Day in the workplace is an opportunity to express gratitude and support for those who have served in the military. By fostering an environment that recognizes and values the contributions of veterans, employers can contribute to a workplace culture that is both respectful and inclusive.