QQCatalyst

QQCatalyst

15 Review(s)

Overview

QQCatalyst helps insurance agencies stay organized by providing client profiles, policy tracking, and automated task management. While some users report slow performance with larger data loads, its cloud-based access, intuitive interface, and built-in marketing tools make it an excellent choice for small to mid-sized agencies.

Overall Rating

Based on 15 users reviews

4.5

Rating Distribution

Positive

93%

Neutral

7%

Negative

0%

Starting Price
Custom

QQCatalyst Specifications

Lead Management

Sales Pipeline Management

Contact Management

Sales Automation

View All Specifications

What Is QQCatalyst?

​QQCatalyst is a cloud-based agency management system tailored for independent insurance agencies, particularly those focusing on personal lines and small commercial business. Developed by Vertafore, a prominent provider of insurance technology solutions, QQCatalyst aims to simplify agency operations and enhance client service. It addresses common challenges such as managing client and policy data, streamlining workflows, and improving overall efficiency. With a user-friendly interface and integration capabilities, QQCatalyst enables agencies to operate more effectively and focus on growth.

QQCatalyst Pricing

QQCatalyst cost starts at $129/user/month. Users can also get pricing tailored to the plan that fits their needs.

Disclaimer: Pricing is sourced from third-party platforms and subject to change.

QQCatalyst Integrations

The software seamlessly integrates with PL Rating and AgencyZoom. Watch a free QQCatalyst demo to learn more about its integrations.

Who Is QQCatalyst For?

QQCatalyst serves businesses of all sizes across a wide range of industries, such as:

  • Independent insurance agencies
  • Personal lines insurance providers
  • Small commercial insurance agencies
  • Property and casualty insurance firms
  • Life and health insurance brokers
  • Multi-line insurance agencies

Is QQCatalyst Right For You?

QQCatalyst is an excellent solution for insurance businesses aiming to enhance organization, efficiency, and client management. The software reduces manual tasks, fosters team collaboration, and improves service delivery. Its cloud-based design enables remote access, while its structured workflow promotes consistency, making daily agency operations more streamlined and productive.

Still not sure if QQCatalyst is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make the best decision.

QQCatalyst Features

QQCatalyst's smartflows enable agencies to automate routine tasks such as client onboarding, policy renewals, and cross-selling opportunities. This automation reduces manual workload, minimizes errors, and ensures consistent client communication, enhancing overall operational efficiency. ​

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The Salesroom feature offers a centralized view of the sales pipeline, enabling agencies to track renewals, rewrites, and new business opportunities. It facilitates performance analysis by monitoring close ratios and average deal sizes, aiding in strategic decision-making.

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The software provides customizable dashboards where users can add widgets to monitor metrics like pending cancellations, business sources, and task lists. This personalization ensures that agents have quick access to the most relevant information for their roles. ​

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QQCatalyst integrates smoothly with tools like PL Rating and AgencyZoom. These integrations facilitate real-time data synchronization, reducing duplicate entries and ensuring that information remains consistent across platforms, thereby streamlining agency operations.

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The Agency Intelligence Dashboard offers insights into various performance metrics, allowing agencies to monitor the effectiveness of their Smartflows and overall operations. This data-driven approach supports informed decision-making and continuous improvement. ​

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Pros And Cons of QQCatalyst

Pros

  • Has a user-friendly interface and intuitive design

  • Offers a wide array of functionalities

  • Enables detailed client profiles

  • Facilitates efficient storage, retrieval, and sharing of essential documents

  • Allows automation of routine tasks like client onboarding and policy renewals

Cons

  • Lacks a built-in invoicing system

  • Email functionality could be improved for better communication processes

  • The software's complexity can be daunting for new users

QQCatalyst Reviews

Total 15 reviews

4.5

All reviews are from verified customers

Rating Distribution

5

Stars

53%

4

Stars

40%

3

Stars

7%

2

Stars

0%

1

Stars

0%

Share your experience

RD

Robert D.

Management, 11-50 employees

5.0
May 2025

Its quite easy to use

Pros

I really appreciate the ease of data tracking and issuing Acord forms through th is platform.

Cons

It takes too many steps to add a policy and the carrier list needs to be updated with all company details.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

10

Functionality

9

JD

Jack D.

Not Specified, 11-50 employees

3.0
May 2025

It can be improved

Pros

The platform provides excellent data storage and file management features, it is perfect for keeping our records safe and secure.

Cons

There is no support for Life and Health and I can't add riders, which is a limitation.

Rating Distribution

Ease of use

5

Value for money

5

Customer Support

5

Functionality

5

TC

Tom C.

Not Specified, 11-50 employees

5.0
May 2025

extremely easy to use, and the onboarding was effortless

Pros

I can effortlessly import personal lines from PL Rater into QQ, it is an amazing feature and the functionality of QQ is simple and easy to understand.

Cons

I don't have enough experience to provide a comprehensive answer to this question yet.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

QQCatalyst integrates with AgencyZoom and Pl Rating.

QQCatalyst price starts at $129/user/month. Users can also get a custom quote according to their needs.

Yes, QQCatalyst software has a mobile app.

QQCatalyst software supports English.

Yes, QQCatalyst offers an API.

QQCatalyst software is used by insurance and property firms.

QQCatalyst software offers phone support, email, chat, FAQS and Knowledge Base.