QQ Catalyst Stacks Up With The Big Dogs!
December 12, 2018
QQ Catalyst Stacks Up With The Big Dogs!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QQCatalyst
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.