Life Design Analysis vs. OKAYO vs. QQCatalyst

We recently showed a "potential client" who is now a client a comparison of an insurance product he was sold to a strategy we would have recommended and they were blown away at the difference. So much so, they cancelled the current product and went with our recommendation. The presentations are very powerful.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Comparisons
• Quotes
• Needs Analysis
• Policy notifications for updates, renewals, anniversary dates
• Online client presentations
• In Force policy automation
• Lead Generation

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Excellent user interface
• Easy-to-read information
• Provides good overview of the agency's active book

• It can be pricey for a start up to get access to all the features, however the payback is worth it.
• Learning curve - As with any new software, there is a learning curve but training is available.
• So many features - make sure you take the time to find out all the features available and how to use them.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Marketing platform needs work
• Inability to fill multiple accords at the same time
• Email from QQCatalyst could use some work
• No invoicing feature

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have never seen another product like Life Design Analysis and I don't believe there is another one out there that can do the same. If there is one, I would have a hard time believing it has the same features and capabilities as Life Design Analysis. (LDA) The reports are unmatched.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

• This software has paid for itself many times over
• Has doubled conversion rates
• It has upped our financial planning game

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info