Agency AutomationTEAM vs. QQCatalyst vs. Vertafore ReferenceConnect

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agency AutomationTEAM
Score 10.0 out of 10
N/A
N/AN/A
QQCatalyst
Score 4.5 out of 10
N/A
QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.N/A
Vertafore ReferenceConnect
Score 8.0 out of 10
N/A
Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.N/A
Pricing
Agency AutomationTEAMQQCatalystVertafore ReferenceConnect
Editions & Modules
No answers on this topic
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Agency AutomationTEAMQQCatalystVertafore ReferenceConnect
Free Trial
NoNoNo
Free/Freemium Version
NoNoNo
Premium Consulting/Integration Services
NoNoNo
Entry-level Setup FeeNo setup feeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Agency AutomationTEAMQQCatalystVertafore ReferenceConnect
User Ratings
Agency AutomationTEAMQQCatalystVertafore ReferenceConnect
Likelihood to Recommend
-
(0 ratings)
7.0
(2 ratings)
9.0
(1 ratings)
Support Rating
-
(0 ratings)
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Agency AutomationTEAMQQCatalystVertafore ReferenceConnect
Likelihood to Recommend
Agency AutomationTEAM
No answers on this topic
QQSolutions
For a small agency and start-up agencies QQCatalyst is an excellent choice. For larger agencies (10-15+ agents) I'd suggest looking at some of the bigger management systems such as AMS360.
Read full review
Vertafore
Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.
Read full review
Pros
Agency AutomationTEAM
No answers on this topic
QQSolutions
  • Excellent user interface
  • Easy-to-read information
  • Provides good overview of the agency's active book
Read full review
Vertafore
  • It provides a variety of descriptions that allows for correct selection.
  • It provides information not readily available like what a rate is based on.
  • Gives market appetites with some carriers.
Read full review
Cons
Agency AutomationTEAM
No answers on this topic
QQSolutions
  • Marketing platform needs work
  • Inability to fill multiple accords at the same time
  • Email from QQCatalyst could use some work
  • No invoicing feature
Read full review
Vertafore
  • Sometimes the site navigation is not the most fluid.
  • Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
  • It does not always recognize my description so finding the class code is sometimes harder than expected.
Read full review
Support Rating
Agency AutomationTEAM
No answers on this topic
QQSolutions
No answers on this topic
Vertafore
I have not had to use the support for Vertafore ReferenceConnect.
Read full review
Alternatives Considered
Agency AutomationTEAM
No answers on this topic
QQSolutions
HawkSoft is good for personal lines, but it can be very tedious to enter all information for each policy. QQCatalyst is better suited for Commercial lines than HawkSoft. As of the date of this review.
Read full review
Vertafore
Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.
Read full review
Return on Investment
Agency AutomationTEAM
No answers on this topic
QQSolutions
  • Efficient client management with the carrier download functions
  • Easy to export data allowing us to drill down into our book of business & future marketing opportunities
  • Affordable
Read full review
Vertafore
  • Positive impact on rounding out accounts with additional lines of coverage.
  • Positive impact on correctly classifying an account.
  • Positive impact on learning as a new agent.
Read full review
ScreenShots