QQCatalyst

QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.

Languages supported: English, Spanish

8.6/10 (Expert Score) ★★★★★
Product is rated as #21 in category Insurance Agency Management Software
Ease of use
8.8
Support
8.5
Ease of Setup
9.0

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As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers.

QQCatalyst offers simplified client and policy management, built-in sales and marketing automation, and effective employee productivity tools enabling independent agencies to build strong client relationships and manage business more effectively.

QQCatalyst enables agencies to streamline and automate processes so they can grow business and focus on the client experience. Functionality includes: agency intelligence; sales pipeline; employee productivity monitoring; client and policy management; customizable dashboard; guided workflows; texting and email integration; and digital file management all on a web-based platform.

QQCatalyst
QQCatalyst

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Customer Reviews

QQCatalyst Reviews

Fernanda S.

Advanced user of QQCatalyst
★★★★★
Easy to understand & to use

What do you like best?

What I like the most is that I can get a clear record of how many policies or services the client has had and the ability to divide them too. I also love that I can upload multiple files at the same time and/or do folders. It is really easy to merge them and have the same information as the other profile. Also adoooreee how I can modifiy the dashboard to my best usage.

What do you dislike?

I do not love that the platform its old looking ... I understand the objective is to be as easy as possible, and that is why colors are like that, but it does look like an old webpage. Also direct contact with customer cannot be done at QQCatalyst, any Call or Text message cannot be handled there or there is no record of the phone call being made.

What problems are you solving with the product? What benefits have you realized?

Well, the benefits comparing with other platforms is that I can get everything done just ino ne and do not need to use six different platforms; I can do them all with QQCatalyst: Motnhly/Down Payments, Gattered Documents, Any Contact Records, All Customer Profile, Various Policy Profiles, Any Agent Changes, etc...

Review source: G2.com

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