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.
QQCatalyst Specifications
Lead Management
Sales Pipeline Management
Contact Management
Sales Automation
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
Disclaimer: Pricing is sourced from third-party platforms and subject to change.
QQCatalyst 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.
See How It WorksThe 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.
See How It WorksThe 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.
See How It WorksQQCatalyst 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.
See How It WorksThe 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.
See How It Works