TrustRadius Insights
QQ is a versatile software that has proven to be beneficial for insurance agencies in various ways. Users have found QQ to be an efficient …
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 Details
- About
- Tech Details
What is QQCatalyst?
QQCatalyst Video
Introductuon of QQCatalyst Insurance Agency Management
QQCatalyst Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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(4)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
QQ is a versatile software that has proven to be beneficial for insurance agencies in various ways. Users have found QQ to be an efficient agency management tool, allowing them to keep records of clients and improve customer satisfaction. It simplifies the process of finding specific documents, notes, and tasks, making it easy for multiple agents to follow up on. With QQ's Pepper flow feature, users can manage accounts, billing, and complete forms seamlessly. Furthermore, QQ serves as a centralized repository for all client information with no storage limitations, making it convenient for users to access client data whenever needed. The software also aids in tracking annual increases for customers and provides quick access to quote turn-around times. By offering a comprehensive system for storing files, notes, pictures, emails, and tasks, QQ simplifies daily agency operations and helps users stay organized. Users appreciate the software's ability to track cancellation notices, expirations, renewals, and commissions efficiently. Additionally, they find the reports generated by QQ to be valuable in managing their agency. Overall, QQ has received positive feedback from users who appreciate its user-friendly interface, seamless training for new hires, and excellent customer service support. While some users have expressed concerns about the user interface being outdated or lacking certain functionalities, most users find QQ Catalyst to be a reliable tool that enhances their efficiency and productivity in managing insurance agencies.
Easy to Use: Users have found the software to be intuitive and user-friendly, with many stating that they were able to navigate the system without any training. Several users mentioned that their agents were able to quickly start working on the platform and learn new things easily.
Organized Client Management: Many users appreciated the software's ability to keep tasks and client information well-organized. They liked being able to track client details, find and organize files, texts, and emails in the database effortlessly. The software was described as perfect for smaller agencies due to its user-friendly nature.
Integration with Other Platforms: Users praised the software for its seamless integration with other platforms, such as rating software. This integration allowed for streamlined communication through text and email options, as well as organized task management across multiple locations. Additionally, users enjoyed the flexibility of working remotely and having multiple tabs open at once.
Time-consuming setup process: Many users have found the process of setting up coverages manually in QQ to be time-consuming, leading to frustration and a desire for a more streamlined workflow.
Difficulty accessing policy data: Several reviewers experienced difficulty in looking back at policy data while trying to perform other tasks, such as sending an email or filling in a certificate. This inconvenience forced them to open another version of QQ, causing inefficiency and wasted time.
Challenges with customer service: Users have expressed dissatisfaction with the level of customer service provided by QQ. They complained about pushy salespeople, multiple unresponsive account managers, and frequent turnover of account managers. These issues make it difficult for users to get timely responses and create frustration within the user base.
Users commonly recommend getting proper training for the software in order to effectively utilize its features and maximize its benefits. This suggests that investing time in learning how to use the software can greatly improve user experience and ensure efficient utilization of its functionalities.
Another frequent recommendation is to take advantage of the available training resources provided by the software. Users find these resources helpful in understanding and navigating through the software, allowing them to fully leverage its capabilities. This indicates that utilizing the available training can enhance user proficiency and overall satisfaction with the software.
Many users highly recommend the software for insurance agencies, emphasizing its effectiveness and suitability for the industry. This endorsement highlights the software's ability to meet the specific requirements and demands of insurance businesses, making it a valuable asset in streamlining operations and improving efficiency.
Reviews
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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.