Acquisition Opportunity Recent acquisition by Inszone Insurance Services presents a potential cross-sell and integration window for Inszone’s broader product suite, while leveraging Catalyst’s established client base and local market presence in Tulsa.

Growth Potential Company revenue in the mid single to lower mid double digits with 2-10 employees indicates a small to mid-market client ripe for scalable employee benefits programs and risk management services as they grow.

Technology Fit Current tech stack includes cloud and web infrastructure (AWS, Nginx), automation tools, and modern collaboration suites (Microsoft 365), suggesting openness to digital benefits administration, portals, and data-driven underwriting enhancements.

Regulatory Focus Emphasis on Patient Protection and Affordable Care Act options points to a need for compliant benefit design, plan comparison tools, and ongoing regulatory advisory services to help clients navigate ACA requirements.

Market Positioning Honored as Tulsa’s Fast 40 multiple years and locally owned, Catalyst Benefits Group presents a foothold for regional partnerships, co-marketing opportunities, and targeted outreach to nearby employers seeking personalized brokerage services.