QQCatalyst Reviews & Product Details

Downloads are pretty easy, support is quick to respond and help. Easy to navigate and manage. Its a big step up from what we did have previously and what I had worked with in the past. Lots of neat features that make client management easy. Review collected by and hosted on G2.com.

Initial set up/Integration is difficult if you do not have a coordinating database that makes importing easy. We had hired a 3rd party consultant at the recomendation of Verifore and it was not helpful. Resulting in big bills and still a lot of work on our end. We did have to have a dedicated team member to manage this. We did run into an odd, frustrating issue but we appreciate that our support team was able to help us overcome it. Its not the best when it comes to commissions, but I believe there could be some things we can do to help it get better for us. Review collected by and hosted on G2.com.

What I like best about QQCatalyst is its intuitive design and user-friendly interface, which makes it easy to navigate even complex tasks. The system is well-organized, allowing quick access to client files, policy details, and document templates, which saves a lot of time on daily administrative work. The automation features, like reminders and email integration, are a real plus, helping ensure follow-ups are timely and nothing slips through the cracks. The reporting tools are also comprehensive, offering valuable insights that aid in business planning and client management. Overall, it’s an efficient and streamlined tool for managing insurance workflows. Review collected by and hosted on G2.com.

One thing I dislike about QQCatalyst is that it can sometimes feel sluggish, especially when handling large amounts of data or generating reports, which can slow down workflows. The customization options, while useful, feel somewhat limited, especially for more specialized agency needs. Additionally, occasional system glitches or downtime can disrupt productivity, and it would be helpful if there were faster support response times when issues arise. Overall, while it’s a powerful tool, a few performance and flexibility improvements could make it even better. Review collected by and hosted on G2.com.

Sticky notes

clean layout, easy to navigate, read

text options and attaching files to texts

task reminder options Review collected by and hosted on G2.com.

updating manual is time consuming. I wish there was an option to drop a dec page into QQ and QQ would pull from that to auto update the customer's account and policy renewals. This is for carriers that don't have the option to auto download into QQ. Review collected by and hosted on G2.com.

I like the engagement with the QQ team and their ideas to improve the system. Our efficiency has increased and we can focus on growth through cross-sell marketing. They are open to discussion and continue to improve. Review collected by and hosted on G2.com.

Like most technology it does fail to work at times however there is minimal downtime compared to our other tech companies. Review collected by and hosted on G2.com.

QQ is an incredibly user friendly system that helps organize policy and contact information for our agency. The Salesroom allows me to track New Business coming into the agency easily for performing internal audits. Assigning files to specific policies, and the most recent addition of transferring a policy to a seperate contact if missassigned makes things incredibly easy to track and manage. The Single Sign-On feature connecting QQ to other Vertafore products such as PL Rater is also a life saver when working new quotes for existing contacts, importing the information over to the quoting system automatically and then bridging quotes back to QQ to save them. Review collected by and hosted on G2.com.

For all the User Friendly credit I give QQ, no one in our office has quite figured out creating workflows that would be beneficial for us. There still seems to be questions on how its used, or maybe we simply haven't spent the time neesssary reading guides to understand it. I also think downloads could use more development as far as automatically downloading to the customer instead of just downloadig to the customer location for us to manually assign out, but I can see the benefit of "touching" transactions to know what's going in within the agency. Review collected by and hosted on G2.com.

it is very easy to keep organized. there are so many features, I use QQ catalyst everyday and everything is in one place. It is very easy to contact customer support and they have helped me every single time with no issues. All of the information I need to know about a policy is right in one place. Uploading files is so easy and I love that I can create folders to organize even more. i like that you can send emails right from inside of QQ. Review collected by and hosted on G2.com.

Sometimes when uploading a new policy or creating a customer, there are some unneccesary things that they ask you to add but other than that I dont have many issues. Review collected by and hosted on G2.com.

Organizes are customers and policies. One of the things I like best is being able to link customers together, or keeping multiple lines of business under 1 Review collected by and hosted on G2.com.

When a policy has lapsed, you can no longer use "view drivers" or Vehicles because policy is inactive. Makes it harder to requote.

My least favorite is the Tasks vs. notes. In Evolution, you would make a memo that was indelible, but then you could set out a "task" for it. Much more streamlined. With catalyst, it is more apt to error with some agents making a note, and others making a memo to follow something. It should be just one with the check box to set a reminder date. Review collected by and hosted on G2.com.

It has all the options that you need to get your client's info and files stored and aligned in centralized place. Review collected by and hosted on G2.com.

I'm not too sure that I have a dislike for QQCatalyst, other than maybe getting too many emails advertising addtional service/products. Review collected by and hosted on G2.com.

It is a great platform, user friendly, works 99.9% of the time (little downtime), some quarks/flaws but all systems do. I like that they are still inovating new software updates which increaseses efficiency Review collected by and hosted on G2.com.

The way they do thier pricing is not efficient. You are assigned a rep and they are the ones who tell you what pricing you will get. I had our orignial rep who we made a deal with and when we got a new rep, he was no having it. We eventually got them to honor the pricing we were told by the original rep but it was a long process. Our new rep told us anything and everything about AZ and how QQ integrates perfectially with QQ. This was not the case but we are now locked into a year contract. The other thing is that if you have QQ and AZ, good luck figuring anything out as they are 2 seperate departments and so are their tech teams. In other words, the right doesnt talk to the left so nothing gets done. If I was just to rate QQ Catalyst, I would say the system is an 8 or 9. Review collected by and hosted on G2.com.

Thin product with fast screen times.. Simple uploads and good acord functionality Review collected by and hosted on G2.com.

QQ Catalyst does not integrate with the AgencyZoom Text service.

Customer's with MANY locations and 1 policy are harder to manage with Acords and Billing. Review collected by and hosted on G2.com.