Features & Quick Stats
Key Features
- Client and policy management
- Sales pipeline management
- Email marketing
- Third-party integrations
Core Business
How QQCatalyst Helps Independent Agents & Brokers
Partnerships
Enhancements & Additional Information
Catalyit Team Review
QQCatalyst: Boosting Your Agency's Operations with Advanced Features
Published: March 25, 2024
What we like:
- Automation with Agency Intelligence: Build Smartflows that provide automation for cross-selling, customer onboarding, processing renewals, and more. With the Agency Intelligence Dashboard, agents can review metrics and overall performance of each Smartflow.
- Salesroom Insight: Keep track of your sales pipelines and get insight into renewals, rewrites, and new business by the close date. Using the compare functionality, agencies can review the team’s progress by close ratio and average deal size.
- Integration with PL Rating and AgencyZoom: Ensures efficient two-way data integration, enhancing sales and customer service automation.
- Customizable Dashboards: The My Dashboard feature gives agents the ability to create personalized dashboards with widgets, catering to the specific needs of each user.
Things to consider:
- Focus on Small Commercial: While excellent for small commercial business, larger commercial line agencies might find AMS360 by Vertafore a more suitable option.
- Limited Accounting and Commercial Line Features: Though it integrates with QuickBooks for basic accounting, it lacks a full accounting package and has limited functionality for commercial lines.
Summary:
QQCatalyst® is an excellent cloud-based agency management system with an easy-to-use interface and a fast learning curve for new users. The system allows agents to view customer information at a glance, input notes, setup tasks, save files, and provide a policy summary or proposal in a few simple steps. Built for agencies with personal lines business and a small commercial focus, QQCatalyst offers a comprehensive set of features to enhance agency operations.
Key Features:
- Integration Excellence: QQCatalyst integrates seamlessly with QuickBooks Pro and Vertafore’s Personal Lines Suite, including PL Rating and AgencyZoom, facilitating smooth data flow and reducing duplicate entries.
- Comprehensive Dashboard: Users can customize their dashboard with widgets to monitor various metrics such as Intent to Cancel, Source of Business, and Tasks, enabling a tailored overview of critical data.
- Smart Agency Tools: The system includes advanced tools like SalesRoom for pipeline management, Agency Intelligence for automated Smartflows, and a Mailroom for digital marketing efforts, all within one platform.
- Efficient Data Management: It supports downloads from multiple carriers for policy data, claims, eDocs, and Direct Bill Commissions, streamlining data entry and access to client information.
Final Thoughts:
QQCatalyst is a great solution for agencies specializing in personal lines and small commercial lines, offering an easy-to-navigate interface and quick training for users. It includes basic accounting functionality, giving you the ability to monitor producer commissions, invoices, and payments. It is part of the Vertafore Personal Lines Suite, which enhances its functionality and integration capabilities. QQ Catalyst’s advantages in simplifying agency operations, enhancing data management, and automating workflows make it a highly recommended system for insurance agents.
* Unbiased review based upon information and insights available.
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Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
No
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
Yes
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
No
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
Yes
AMS-Ability to import schedules?
No
AMS-Agency/employee license tracking available?
No
AMS-Dashboard feature included?
Yes
AMS-Integrate with comparative quoting/rating systems?
No
AMS-Tools available for customer self-service
[eSignature integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
Yes
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by live chat, Support by phone, Training using videos, Training by person virtually, Active user group, On screen help]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
No
AMS-Split/merge policies between customers?
No
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Cloud Hosted Server]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Proprietary word processing
AMS-Document management/scanning features available?
[Drag and drop file attachment, Global document search capability, Other]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
AMS-Agency procedures available in system?
No
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Dashboard specific to marketing and sales, Social platform management, Referral management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
No
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
No
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
No
AMS-Fax integration?
No
AMS-VOIP integration?
No
AMS-Custom form capabilities?
No
AMS-Microsoft 365 integration
[Email]
AMS-Reminder notifications/alerts available
[SMS, Email, Pop-up]
AMS-Archive customer data/documents?
No
AMS-Scanning/attaching to carrier file capability?
No
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), Customer Billing]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
No
User Community
Network of Vertafore Users (NetVU) connects Vertafore users to share experiences, workplace needs, and professional goals. As a benefit of using Vertafore technology solutions, Vertafore customers are NetVU members at no cost.