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We are up 7.1%!!  We haven’t been up at all in 4 years.

"You asked me on our last phone call how things were going.  I told you they were good.  Well, I just ran the numbers comparing 1st 6 months of this year to the 1st 6 months of last year. 

We are up 7.1%!!  We haven’t been up at all in 4 years. 

Thank you for everything you have done and are doing to help us with grow. This time also included an agency management change the first 2 months of the year.  So, in spite of all of that, we still grew.  I am looking forward to reaching our goal this year."

Shelita Stuart - Walden Insurance - FL



 


Tom and Nina understand the insurance industry and offer great solutions to agency management. I highly recommend their services.

I have enjoyed working with Catalyst for the past two years.  We are beginning our 3rd year using a compensation plan that is developed for each employee using Symphony.  I struggled at the end of each fiscal year how to compensate and reward the hard work of our agency employees.  Using the Symphony talent management program to develop individual KPI’s to reinforce certain goals within the agency has made the process much easier.  To continue to increase base wages regardless of growth in the agency was no longer an option.  

Tom and Nina understand the insurance industry and offer great solutions to agency management. I highly recommend their services.”
Cindy Hower – Kellerman Insurance - KS



Symphony gives us the way to meet with each team member each quarter to talk about their job.

“We started using Symphony 3 years ago. It has changed how our team members look at the organization. One part is they get rewarded if the agency grows commission income each month. The second part is they get rewarded if they do tasks over and above what their regular job duties are. If the team member wants to make more money, the opportunity is there. It also gives us a the way to meet with each team member each quarter to talk about their job.

It keeps the line of communication open to talk about something positive and how the team member can grow in their job.”

Scott Cornelius – ECI Agency – OK



Our agency needed solutions to several problems that the Catalyst software solves, particularly with producers.

We have been working with Tom Baker for the past several months and I must say it has been a delight!  Our agency needed solutions to several problems that the Catalyst software solves, particularly with producers.  The very specific and logical revenue goals and the accountability are the answers to our prayers.  The program allows us flexibility so we can tailor the features to our own agency needs. 


Tom has spent a lot of time working with us, getting to know our agency, and helping us work toward our goals. I know this will be a success and make our agency a better organization.

Kathy Ramirez – Knapp Tedesco Insurance – IA




My staff knows what their job is on a daily basis and I now have a way to determine the profitability for each person.

"Like most agency owners, I have struggled with getting the right people. But getting the right person is just the beginning. If I found an outstanding person, then I had to figure out how to pay them what they were worth and motivate them to continue their personal and professional growth.  When Tom first presented his rather innovative approach for performance based compensation, my thought was, “It’s about time something made sense.” 

Tom has worked with me and our staff to create a compensation plan that makes me money and empowers staff to take responsibility for their own success. My staff knows what their job is on a daily basis and I now have a way to determine the profitability for each person.

Tom has been available anytime I needed ideas, support or assistance with their software. From my perspective, this system offers any and every agency a solution to one of the most frustrating problem we face as agency owners. This is a solution I honestly believe is working in my agency now."

Mark L. Davidson - Davidson Insurance - NE