Still needs work, but is a good choice
We use QQCatalyst to maintain client information, policies, forms and save documents.
QQCatalyst
QQCatalyst
QQCatalyst
Overview
What is QQCatalyst?
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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What is QQCatalyst?
QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Demos
QQCatalyst: Insurance Agency Management System
01:31
Product Details
- About
- Tech Details
What is QQCatalyst?
QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.
QQCatalyst Video
Introductuon of QQCatalyst Insurance Agency Management
QQCatalyst Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Reviews and Ratings
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June 27, 2022
Still needs work, but is a good choice
Score 7 out of 10
Vetted Review
Verified User
We use QQCatalyst to maintain client information, policies, forms and save documents.
- Excellent user interface
- Easy-to-read information
- Provides good overview of the agency's active book
- Actually listen to users and really take suggestions in how to improve
- Use policy information from other existing policies or lines of insurance
- Allow the system to be customized by the user, to suit the user's needs
- Client Maintenance
- Ease of Use
- Cloudbased
- It has helped maintain easy access to our clients information
December 12, 2018
QQ Catalyst Stacks Up With The Big Dogs!
QQCatalyst is the backbone of our agency and is utilized to store all our client data. In terms of CRM options for insurance agencies in the marketplace QQCatalyst had the most appealing price point, reporting features, and the stability of Vertafore behind it.
- Reporting
- Carrier download abilities
- Pre-fill accord apps
- Excellent search feature
- Marketing platform needs work
- Inability to fill multiple accords at the same time
- Email from QQCatalyst could use some work
- No invoicing feature
- 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
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.
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.