Users report that QQCatalyst excels in its Policy Management feature, with a score of 8.8, making it a strong choice for agencies needing robust policy tracking. In contrast, Canopy Connect Insurance Data Intake, while having a higher overall rating, does not specifically highlight policy management as a standout feature.
Reviewers mention that Canopy Connect Insurance Data Intake shines in Ease of Use and Quality of Support, both rated at 9.8, indicating a user-friendly interface and responsive customer service. QQCatalyst, while still decent, has lower scores in these areas, with Ease of Use at 8.7 and Quality of Support at 8.4.
G2 users highlight that QQCatalyst's Task Management feature, rated at 8.3, is beneficial for organizing daily activities, whereas Canopy Connect lacks a dedicated task management feature, which may hinder workflow for some users.
Reviewers say that Canopy Connect's electronic signatures feature is particularly praised for its ease of use, contributing to a smoother client onboarding process. QQCatalyst, on the other hand, has a lower score of 7.3 in this area, indicating potential room for improvement.
Users on G2 report that QQCatalyst's Reporting & Dashboards feature, rated at 8.2, provides valuable insights into agency performance, but Canopy Connect's overall reporting capabilities are not as prominently mentioned, suggesting a possible gap in analytics.
Users say that while both products cater to small businesses, Canopy Connect's higher G2 rating of 4.9 compared to QQCatalyst's 4.3 reflects a stronger overall user satisfaction, particularly in the areas of product direction and meeting requirements.
Pricing
Entry-Level Pricing
Canopy Connect Insurance Data Intake
Agency Starter
$100.00
Per Month
For individual insurance agency owners and producers with small teams selling primarily personal P&C.
All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more.
5 users included (+$15/user)
Up to 50 personal lines data pulls per month (+$3/additional pull)
Email is still iffy. We are saving our Outlook emails and adding them as files at this time. When will email be updated and working?
2 Comments
DB
SOOOO glad I'm not the only one! File importation and retention is also completely unreliable! If the email was fixed (some issues I've had for ongoing 2yrs)...Read more
What is QQCatalyst used for?
1 Comment
LM
I LOVE QQCatalyst!!! It is the Best. We had Epic before and it is easier.Read more
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