QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.
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Vertafore ReferenceConnect
Score 8.0 out of 10
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Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.
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.
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.
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.
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.
