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
Partner Platform
Score 1.0 out of 10
Small Businesses (1-50 employees)
The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the
entire life-cycle of the agency’s client relationship from pre-sales to servicing
to renewal in a unified system that has: sales & marketing client, policy,
& financial management agency-branded mobile app integrated text messaging data…
N/A
Pricing
QQCatalyst
SIS Partner Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
QQCatalyst
Partner Platform
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Required
Additional Details
—
—
More Pricing Information
Community Pulse
QQCatalyst
SIS Partner Platform
Considered Both Products
QQCatalyst
Verified User
Anonymous
Chose QQCatalyst
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.
When I started looking at management systems I first looked at AMS360 since it's the Cadillac of management systems. However, it's a hefty upfront investment and the monthly is steep for a start-up agency. At that time EZlynx just had their rater platform however when they came …
I think Applied has way, way better support and seems to understand the insurance needs much better. Applied also has a much better accounting system IMO, and doesn't hold your data hostage when you try to leave.
I used NowCerts and also HawkSoft. QQCatalyst is just easier to navigate, process changes, send certificates of insurance and just get policy information. HawkSoft is a good system but their niche is personal lines. I can create Premium Finance Companies and MGA's with QQCatalyst and NowCerts, not with HawkSoft. QQCatalyst and NowCerts are 100% cloud based. If you have a lot of personal lines clients, then QQCatalyst is not a good option. QQCatalyst needs to update the Acord 25 form in their system so we can actually use all the spaces provided by the Acord company; right now we cant enter information for insurance company "F" anywhere using QQCatalyst.
I think it may be ok for a small personal lines agency. The price point is good but you get what you pay for. In our experience, Support is lacking and there are just lots of issues if you have a commercial lines agency.
Prospect side of system lacks functionality of the client side.
No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
"Quick Summary" profiles lack functionality of true client profile area.
No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.
I think it is a great system if a policy and or changes download. After that, in our experience, all the manual entry is very difficult. In my opinion, it appears to be built by tech people and not insurance people.
When I started looking at management systems I first looked at AMS360 since it's the Cadillac of management systems. However, it's a hefty upfront investment and the monthly is steep for a start-up agency. At that time EZlynx just had their rater platform however when they came out with the management platform a year or so later we strongly considered making the switch. EZlynx is an excellent management system but given the price to transfer data from one platform to the other we decided not to proceed. Lastly HawkSoft has gone through quite a few changes over the year and though they've really beefed up the backend I'm still not a fan of the user interface. All three systems are excellent options, really boils down to preference and affordability which is why we went with QQCatalyst as it fit the bill across the board.
