Shallow data
Generic sales tools lack benefits-specific detail: funding, plan design, broker-of-record, renewal timing.
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Market analytics and prospecting for leading benefit and commercial producers, PEOs, and carriers.
Trusted by leading brokers and consultants
What is Catalyst
Catalyst is the leading market-analytics and prospecting platform for benefits and commercial producers, PEOs, carriers, and 401(k) advisors. Across 5M+ enriched companies, it pairs proprietary signals you won't find anywhere else — real-time alerts, first-party intent leads, and churn and compliance risk — with individual-level tracking of buyer motivations, decision-maker job moves, and employee benefit rankings, plus embedded data assets like claims analytics, plan benchmarking, and carrier network pricing. No other platform brings this depth of market intelligence together in one place.
The problem Catalyst solves
Generic sales tools lack benefits-specific detail: funding, plan design, broker-of-record, renewal timing.
Legacy tools show you the data. They don't tell you where to act, or guide the next move that actually wins business.
Built on the same public 5500 and workers'-comp filings everyone else has — limited, generic, and no edge over the competition.
Key Features
Base analytics layer
Firms enriched with benefits and workers’ comp data.
Employees, revenue, and growth rates on every firm.
The individual decision-makers who choose coverage.
Proprietary data & models
A proprietary library to benchmark funding, structure, and cost.
Claims, Rx, and stop-loss trends at the employer level.
Derived scores, flags, and calculations not in raw filings.
Embedded data assets
Network relationships and negotiated rates, by employer.
Verified producer and carrier licenses and appointments, by state.
OSHA, DOT, and risk monitoring — over $1B in fines tracked.
Individual-level tracking
Know when HR, finance, and risk decision-makers change jobs.
How employees rate their benefits, on every profile.
Attributes, motivators, and drainers on key contacts.
Real-time alerts & recommendations
Notifications on renewals, risk, and job changes across your market.
Which employers are researching brokers and benefits while in-market.
Early warning on churn risk and compliance exposure.
AI agents continuously monitor every segment above — identifying changes and driving relevant, real-time alerts.
Who we support
Group medical, Rx, stop-loss, and ancillary intelligence built on enriched 5500 data, benefits ratings, and renewal timing.
Commercial Lines and workers' comp: decision-maker data, renewal timelines, and compliance insights from state filings, OSHA, and DOT.
PEO and retirement: a nationwide dataset of employers working with a PEO, plus plan-level retirement data — contributions, design, fees, returns, and providers.
Nationwide visibility into employers working with a PEO — relationships, plan data, and movement in and out.
Commercial lines and workers' comp market intelligence for carriers writing employer risk.
Group medical, Rx, and ancillary market-share and plan intelligence for benefits carriers.
Get started now
Put market intelligence to work today. Search any employer or market, or start from a common query.
Why advisors trust it
Your AI agent
Catalyst doesn't just surface data. It works alongside you — finding in-market employers, verifying decision-maker contacts, and drafting the outreach that wins the meeting.
Pricing
Same Catalyst data across every plan. Paid tiers add higher limits, intent signals, and integrations.
For getting started and occasional research.
Included
No credit card required.
Get started for freeFor active producers managing a book.
Everything in Free, plus
For teams prospecting the full market.
Everything in Core, plus
For carriers and large brokerages.
Everything in Premium, plus
All paid tiers require a 12-month minimum.
MCP Access
Bring Catalyst's market intelligence and employer data straight into the AI tools your team already uses.
Access Catalyst's employer profiles, benefits ratings, intent signals, and verified contacts directly from your MCP — so you get real, sourced answers, not generic AI slop.
Connect Catalyst through the AI platforms your team already relies on — no new tools to learn.
Your information is always protected. Enterprise-grade security with data encrypted in transit and at rest.
One platform
FAQ
A market-intelligence and prospecting platform for benefits and commercial-lines producers, built on enriched 5500 filings and proprietary data.
Brokers, carriers, PEOs, 401(k) advisors, and service providers who prospect and manage a book in the benefits and commercial-insurance market.
Generic tools infer interest from web activity and are built for software sales. Catalyst is benefits-specific: real employer filings, benefits ratings, renewal timing, first-party intent, and verified benefits decision-makers.
Employer profiles from enriched 5500 filings, benefits ratings, funding type and plan design, broker-of-record, verified HR/finance contacts, intent signals, and commercial-lines / workers'-comp and retirement data.
Real-time alerts on renewals, job changes, risk, and sentiment, plus first-party intent signals and filters by funding type, size, industry, and geography — so outreach is timed and targeted.
Yes. A free API feeds Catalyst data into Salesforce, HubSpot, Tableau, or Power BI; Enterprise adds native CRM access and SSO.
No. Catalyst starts with 5500 filings but enriches and amplifies them with additional sources plus proprietary custom fields, flags, and calculations not available in the raw filings.
Right away, and for free. Click "Get started for free" to create your account and log in.
Enriched employer profiles, benefits ratings, first-party intent signals, and verified contacts — timed so you act first.
Get started for free
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