--- title: QQCatalyst Reviews meta_title: 'QQCatalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 662 reviews by the users' company size, role or industry to find out how QQCatalyst works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 662 scale: '5' date_modified: '2026-07-18' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # QQCatalyst Reviews **Vendor:** Vertafore **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.4/5.0 **Total Reviews:** 662 ## About QQCatalyst QQCatalyst® is an insurance agency management system from Vertafore ® that provides independent agencies with operational, marketing, and sales pipeline management tools. QQCatalyst empowers agencies to strengthen their client relationships. It makes business management easy so agents can focus on growing their book of business. KEY CAPABILITIES Automation and simplified workflows help with agency marketing, reporting, and data analysis so clients can take priority. By bringing client data together in one central spot, helpful client information is always within reach. As a cloud-based application, QQCatalyst lets agencies manage their data from anywhere and keep it secure. That always-on connection also makes it simple to customize tools with Orange Partner APIs and stay up to date with Vertafore. QQCatalyst’s efficiency-boosting features include: • Agency intelligence. Automate day-to-day functions and marketing to better serve customers and acquire new ones. • Sales pipeline. Keep tabs on the sales process to identify opportunities, track trends, and grow revenue, all in one place. • Productivity monitoring. Get real-time performance data to identify best practices and recognize top performers. • Client and policy management. Get easy access to the client and policy information you need to offer outstanding customer service. Automate email communications and policy updates. • Customizable dashboards. Keep agency activities, client information, and more data at your fingertips. QQCatalyst is part of Vertafore’s best-in-class suite of solutions for small independent agencies. Deep integrations for PL Rating and AgencyZoom ® reduce duplicate data entry and create connections between the AMS and rater to help package policies. These integrations lead to higher client retention and lower quote times. With its ability to help catch problems early, strategize sales, and track producer performance, agencies using QQCatalyst have achieved client retention rates up to 98.7%. ## QQCatalyst Pros & Cons **What users like:** - Users praise the **ease of use** of QQCatalyst, enjoying its convenient navigation and efficient quote management. (87 reviews) - Users highly value QQCatalyst for its **exceptional organization** , significantly improving efficiency and streamlining insurance operations. (31 reviews) - Users find QQCatalyst to be a **simple and easy-to-use tool** that excels in functionality and efficiency. (24 reviews) - Users value the **ease of navigation** and comprehensive tools in QQCatalyst, enhancing their information management experience. (21 reviews) - Users appreciate the **easy data management** of QQCatalyst, making agency organization and client information storage seamless. (20 reviews) - Users value the **client management capabilities** of QQCatalyst, enhancing communication and streamlining agency operations. (18 reviews) - Easy Access (17 reviews) - Intuitive (16 reviews) - Time Saving (16 reviews) - Efficiency (15 reviews) **What users dislike:** - Users face **download issues** , experiencing difficulties in processing and occasional data loss during downloads. (14 reviews) - Users report **slow performance** at times, which can hinder efficiency during urgent tasks. (10 reviews) - Users find the **outdated design** of QQCatalyst unappealing, feeling it lags behind modern platforms in usability. (8 reviews) - Users are frustrated with the **poor reporting** capabilities of QQCatalyst, finding the tools too basic for their needs. (8 reviews) - Users find the **lack of user-friendliness** in QQCatalyst's setup and navigation frustrating, complicating their experience. (7 reviews) - Users express frustration with **pricing issues** , citing restrictive contracts and inflexible seat additions as significant hurdles. (7 reviews) - Users express concerns about **data entry issues** , finding recent policy changes complicate the input process and options insufficient. (6 reviews) - Users find the **commercial policy management lacking** , requiring manual input and causing inefficiencies in quoting. (6 reviews) - Functionality Limitations (5 reviews) - Inefficient Search Functionality (5 reviews) ## QQCatalyst Reviews ### 1. Smart, Real-Time Policy Info **Rating:** 5.0/5.0 stars **Reviewed by:** Grant R. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** I like how smart the system is! The customers' policy info downloads automatically every policy term and we can go in and see what coverages they have without having to go to the carrier website every single time! 2 factor authentication and constant password changes have made that a very long process. When I'm on the phone with the customer, I can't wait 20 minutes to change my password or receive an email - enter code - now you're verified - proceed to re-logging in. Takes too long. It's nice to be able to provide them with accurate information about their policies in real-time with no delay. **What do you dislike about QQCatalyst?** the system feels a little old? every carrier has re-done their website 3 times since QQ. Not saying change is a good thing, usually that makes it worse. Everything is there where it's supposed to be. It works. **What problems is QQCatalyst solving and how is that benefiting you?** When I'm on the phone with the customer, It's nice to be able to provide them with accurate information about their policies in real-time with no delay. I can pull up who I'm talking to and have instant information about their policies and the tasks we did for them dated in notes ### 2. Essential for Insurance Agencies, With Room for Mailroom Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Camryn R. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I use QQCatalyst within my insurance agency, and I love how it provides a safe and confident space to store client information, allowing us to track all policy changes, renewals, and claims easily. It helps us stay organized and on top of all our clients' active policies. I appreciate being able to generate Acord forms requested by carriers, which saves us time. One of the things I like most is how it allows me to quickly see a brief rundown of my client's policies, which is very helpful, especially when I'm on the phone with a client. The initial setup was very easy, thanks to the internal help and support provided. **What do you dislike about QQCatalyst?** I run into issues with the mailroom. That being not always showing consistency on incoming or outgoing threads like the connection breaks. It is run into every so often. So, right now I am handling my coworker's QQ mailroom as she is out on maternity leave, and when I go to their 'Sent Mail' folder, nothing appears. But, they are receiving incoming emails to the inbox. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to organize and track clients' policies, renewals, and claims, saving time with Acord forms. It also provides a quick overview of client policies, essential during calls. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Camryn! We're glad to hear that our product is helping you stay organized, and we understand the importance of a reliable mailroom feature. We appreciate your input and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 3. Simple and Cost-Effective, But Needs Feature Improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Brad W. | Independent Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2020 **What do you like best about QQCatalyst?** I like how simple the platform is to use, and I like the cost. Cost was significantly less than our previous AMS and also was a much more modern interface. **What do you dislike about QQCatalyst?** I think some of the newer features still have some bugs that need to be worked out. It was somewhat of a difficult initial setup but the vast majority of AMS transitions are. **Recommendations to others considering QQCatalyst:** While Vertafore support leaves something to be desired, for the price, I don't think you can do much better than QQ Catalyst. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to easily contact clients and manage their policies, which simplifies our agency operations and workflows. ### 4. Streamlined Management with Room for UX Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Yillian G. | manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2025 **What do you like best about QQCatalyst?** I use QQCatalyst as our agency management system, and it really helps us by centralizing client and policy information. It makes it easy to manage documents, track renewals, and stay organized. I also like the task management and activity tracking features, which help improve our efficiency and support our daily operations. The initial setup was easy and straightforward, and the support provided during onboarding helped make the transition smooth. **What do you dislike about QQCatalyst?** QQCatalyst works well, but it could be faster and more user-friendly, and have a more modern interface. I would like a more modern dashboard with customizable widgets, so users can quickly see renewals and tasks. A faster global search with better filtering options to quickly locate clients, policies, or documents would also be helpful. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst centralizes client and policy information, making it easy to manage documents, track renewals, and stay organized. I also like the task management and activity tracking features, which help improve our efficiency and support our daily operations. **Official Response from Nate McKissick:** > We're delighted that QQCatalyst has met your expectations, Yillian. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership. ### 5. The good, the bad and the ugly **Rating:** 4.0/5.0 stars **Reviewed by:** marianne p. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** QQ Catalyst has one of the best technical service teams around. They are prompt, knowledgeable and always go above and beyond to educate as well as fix the issue. They are by far the best thing about QQ Catalyst **What do you dislike about QQCatalyst?** Not an agency friendly contract. Terms are excessively filled with legalese not in step with the staffing challenges in the US. If the software was good, you would not require annual contracts to add a seat and you'd provide the ability of agencies to flex to their staffing needs. The handcuffs are outdated. Any software company that needs to lock you in should reevaluate their business practices and determine what they need to do for clients to want to stay. Rather than clients staying as a last resort. **What problems is QQCatalyst solving and how is that benefiting you?** Haven't seen much in regard to this. The system functions but nothing wows me. Would be good if they were more transparent with enhancements and what they are working on **Official Response from Nate McKissick:** > Hi, Marianne. Thanks for taking the time to share your thoughts. We take your feedback seriously and use it to make continuous improvements to our products and services. ### 6. My best friend at work **Rating:** 5.0/5.0 stars **Reviewed by:** Yudith P. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** It helps me to have all my insurance clients' records organized, what I really like about QQCatalyst is that I have all the files in one place. The best thing for me is being able to communicate with my clients via message from the platform and receive the documents right there. The initial installation of QQCatalyst was super fast and I love being able to take notes within the same system, have an account for each worker, and manage the permissions each one has. **What do you dislike about QQCatalyst?** Maybe I would change the format a bit to something newer, like a more current model. **What problems is QQCatalyst solving and how is that benefiting you?** It helps me keep all my clients' files organized, with all the documents in one place. The best part is being able to communicate and receive documents from the platform, as well as being able to save notes for each client and have a history of all the policies. ### 7. Fast and Streamlined, but Data Entry and Duplicate Fixes Take Too Long **Rating:** 3.5/5.0 stars **Reviewed by:** Shelly B. | Commercial Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** I like how streamlined everything is, and how quickly I can find customer information. I also like the onboarding feature because it saves time. Overall, the performance is fast, even when the system is under a heavy load. **What do you dislike about QQCatalyst?** I spend way too much time entering information into the system. It’s hard to correct mistakes during data entry, especially when someone accidentally creates multiple entries for the same contact. I wish more companies offered onboarding, or that there were a way to upload the policy and have QQ automatically populate the information in the policy section. I haven’t used the AI option and honestly didn’t realize there was one. I’d like more information on how it will be integrated into the system. **What problems is QQCatalyst solving and how is that benefiting you?** With regard to commercial renewals and keeping track of dates, QQ makes it easy to see who is due when and for which policies. ### 8. BEST TOOL I HAVE to use here in the company **Rating:** 5.0/5.0 stars **Reviewed by:** sales H. | Employee, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** Everything that QQ has to offer so far has been a great tool for our agency. It’s easy to navigate, very user-friendly, and the support has been amazing. **What do you dislike about QQCatalyst?** Sometimes I dislike it when new updates are released. Things get moved around and sometimes with abusy day I can't review the changes to learn more about them. **What problems is QQCatalyst solving and how is that benefiting you?** it has been helping sending email and COI directly from the platform. I like that I can integrate the files, and the performance is super quick , specially when sending email with files. I am not aware of the cost because it is handle by the agency owner and I habe no access to it, but over all I think pricing is good since we are using the systme for quite sometime now. I have not seen any AI on this platform. ### 9. Long-Term Note Storage for Easy Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Reid J. | Hybrid Insurance Agent & CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about QQCatalyst?** The performance with the ability for it to store notes for years so that we can review if there is a potential error or to make sure we processed everything correctly from our end. **What do you dislike about QQCatalyst?** I wish it integrated text to insureds directly from their QQ page so that we can keep them updated. It also doesn't pull the correct agents info for who wrote a policy or the breakdown of different % of commission if there are bundles vs monoline. Would make tracking smoother **What problems is QQCatalyst solving and how is that benefiting you?** solves the challenge of keeping customer information organized and accessible in one place, making transitions between sales and service agents seamless. Because all client interactions, policy details, notes, and renewal information are documented within the platform, any team member can quickly understand a customer's history without the client having to repeat themselves. ### 10. Quick Access and Efficient Organization with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Diana Carolina H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** I like the speed of consulting information and being able to access all my clients' information from a single platform. By using QQCatalyst, I can access my client's account and see detailed information about their policy, start date, coverages, endorsements, payments, or follow-up notes. Additionally, the initial setup was very easy, user-friendly, and the step-by-step guide helps you navigate the system. **What do you dislike about QQCatalyst?** Sometimes the system unexpectedly shuts down on me, or when I am sending an email with a COI, it cannot be sent due to some error in the system. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to manage customer accounts. It helps me avoid problems by organizing the information. The speed for retrieving data is excellent, but sometimes the system unexpectedly shuts down or there are errors when sending emails with a COI. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We value your opinion and appreciate you taking the time to share your experience. ### 11. Easy-to-Navigate Cloud Platform with Strong Automation, Integrations, and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Ralph C. | Benefits Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** The interface is generally easy to navigate, and the cloud-based design allows users to access information from virtually anywhere. I also liked the ability to track customer interactions, manage renewals, and automate routine tasks, which can improve efficiency and help agencies stay organized. Another advantage is its integration with other Vertafore products and insurance carrier systems, making it easier to manage policies and client information in one place. The reporting features provide useful insights into agency performance, sales activity, and customer retention. **What do you dislike about QQCatalyst?** On the downside, some users may find the system has a learning curve when first implementing it, especially if they are transitioning from another agency management platform. Customization options can also be somewhat limited compared to larger enterprise CRM systems. **What problems is QQCatalyst solving and how is that benefiting you?** The biggest problem it helps us with is client management and follow-up. It benefits us by keeping us on track with our clients and making it easier to stay consistent with follow-ups. **Official Response from Nate McKissick:** > Thank you for your review, Ralph! We're thrilled to hear that QQCatalyst is helping you with client management and follow-up, ultimately improving consistency and efficiency in your agency. We understand that transitioning to a new system can present challenges, and we are committed to providing resources to support a smooth implementation process. We appreciate your review and look forward to continuing our partnership. ### 12. Reliable AMS! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** As someone who has used QQCatalyst for over four years, both as a user and now as an agency owner, I appreciate how comprehensive it is. It enables my team to manage both personal and commercial lines efficiently, and I appreciate the way it keeps client information organized and easily accessible. It's user-friendly once you understand its layout! The report-building feature is also useful for tracking renewals, pending tasks, and sales. **What do you dislike about QQCatalyst?** Some parts of the system feel a bit outdated or "old school" in terms of layout and navigation. There’s a learning curve when training new employees, and certain functions (like document organization) could be more modern or intuitive. I’ve never used another AMS to compare directly, but I do feel that while QQ gets the job done, there’s room for improvement. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps streamline my agency’s daily operations by keeping client data, policies, and documents centralized and accessible. It reduces the need for back-and-forth between spreadsheets or paper files, which saves time and helps avoid errors. It also helps with task tracking, renewal reminders. As an agency owner, it gives me more visibility into what my team is working on and helps us stay organized as we grow. **Official Response from Lisa Landes:** > We're glad to hear that QQCatalyst is serving as a comprehensive and user-friendly system for your team! We appreciate your review and look forward to continuing our partnership. ### 13. Straightforward AMS with Perfect Agency Zoom Integration and Top-Notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Anne M. | Agency Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about QQCatalyst?** So much easier to use than our previous AMS. It's pretty straightforward and the integration with Agency Zoom is perfect. Vertafore's support is one of the best in the insurance industry across the board. I wish it were a bit cheaper like everything; I hope this last price increase was the last one for a while. For now it's worth it. I wish it were a bit cheaper like everything; I hope this last price increase was the last one for a while. For now it's worth it. **What do you dislike about QQCatalyst?** Reporting features and email tools are not my favorite. They could be easily fixed. **What problems is QQCatalyst solving and how is that benefiting you?** Integration with Agency Zoom and the ability to build ACORD/COIs easily are what we like. Housing all of our customer files and easily downloading emails into their file as well. **Official Response from Nate McKissick:** > Thanks for you review of QQCatalyst, Anne. It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We appreciate your review and look forward to continuing our partnership. ### 14. QQCatalyst: Easy to Use, Efficient, and Well-Integrated for Organized Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** What I like best about QQCatalyst is its ease of use and smooth implementation. It’s simple to navigate, didn’t take long to get comfortable with, and we use it every day without issues. It offers the right number of features without feeling overwhelming, integrates well with other platforms, and customer support has been reliable whenever we’ve needed assistance. Overall, it keeps our client and policy management organized and efficient. **What do you dislike about QQCatalyst?** One downside of QQCatalyst is that some processes can feel a bit manual and time-consuming, especially when it comes to updating records or running certain reports. At times, the system can be slightly slow, and customizing reports or workflows isn’t always as flexible as I’d like. While it has strong core features, there’s definitely room for improvement in automation and overall speed. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst is solving the problem of disorganized client and policy management. Instead of tracking information across spreadsheets, emails, and different systems, everything is centralized in one place. It helps streamline daily workflows by keeping client details, policy information, documents, and activities organized and easy to access. This reduces errors, saves time, and improves follow-ups. Overall, it benefits us by increasing efficiency, improving team collaboration, and making it easier to manage a high volume of accounts without things slipping through the cracks. ### 15. Outdated, slow, lack of customization **Rating:** 2.5/5.0 stars **Reviewed by:** Madison H. | Agent/Office Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** It has pre-populated forms based on information input to a policy. **What do you dislike about QQCatalyst?** QQ’s UI feels outdated, and there’s a lack of customizability across invoicing, policy proposals, and tasks. I also wish there were a way to create task templates. It often takes a long time for items to populate (for example, customer search). Invoices are assigned a number, but you can’t search by that number. Another frustration is not being able to see an entire file title because you can’t adjust the width of the fields for files under Customers. Overall, it has the potential to be great, but right now it only does the bare minimum. **What problems is QQCatalyst solving and how is that benefiting you?** It helps keep our customers and files organized. ### 16. Streamlined Client Management with Ease of Use **Rating:** 3.5/5.0 stars **Reviewed by:** Damon R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** I like the ease of use with QQCatalyst; it allows us to train employees fairly quickly. QQCatalyst met our need for something less complex and more efficient to use. We are able to use the reports better, as the reporting system and the dashboard with widget are better. Also, it connected with Ivans better than what we were using before. The initial setup was pretty easy too. **What do you dislike about QQCatalyst?** There are a few areas that I would like to see improved. For instance, integrations with some other VoIP software would be nice. It's not just one VoIP, Twilio. So we could connect our own VoIP to it through RingCentral. I would like to see the ability to add sub folders with in folders as well. for example Auto (auto support docs inside a folder and auto application inside). **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst centralizes our clients and their documents into one database. It's easy to use, helps us train employees quickly, offers better reports, and improves efficiency with fewer layers and better Ivan's integration. ### 17. Streamlined Insurance Management, Needs Better Financial Tools **Rating:** 4.0/5.0 stars **Reviewed by:** Misty K. | Program Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** I really like the ease of doing business with QQCatalyst. It's easy to sign in and access any of my documents, and the more information I put in at the beginning, the easier the system is to use. When I'm doing Accords, whether it's the Accord applications or my certificates, it grabs the information from what I put in, which is super convenient because I don't have to input it repetitively later. The onboarding process was great too, thanks to Noah, who was extremely available and helpful in guiding me through the setup, making everything straightforward. The support was prompt and effective, which made things much easier. **What do you dislike about QQCatalyst?** The only thing I'm missing in QQCatalyst is probably the finance portion. It would be really nice to invoice directly from QQCatalyst instead of going to QuickBooks. It'd also be great to note payments and commissions received for easy reporting. It might be a lack of education on my part, and I should look into it more. But to my knowledge, the finance part is the hardest for me since I have to use QuickBooks alongside QQCatalyst because it can't do what I need it to do. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to store all my insurance information in one place, avoiding email searches and PDF fillers, and manage certificates and policy renewals efficiently. ### 18. Efficient Automation and Easy Use with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** William P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I like the ease of operation of QQCatalyst, as it allows me to adopt it quickly, reduce the learning curve, and gain efficiency from day one. I also appreciate that it is constantly updated, which keeps me up to date with improvements and regulatory changes effortlessly. **What do you dislike about QQCatalyst?** I think the report selections could be improved. There should be more variety or they should give the option to customize the reports one needs. **What problems is QQCatalyst solving and how is that benefiting you?** I automate and optimize my financial processes, reduce manual tasks and errors, and save operational time. I centralize information in real-time, improve reconciliations, comply with regulations, and scale operations without increasing resources. The updates keep me up to date with improvements and regulatory changes. **Official Response from Nate McKissick:** > Thank you for being a loyal user of QQCatalyst, William. It's our goal to provide an exceptional user experience, so we're glad to hear you find it so easy to use. We appreciate your review and look forward to continuing our partnership. ### 19. Easy, Fast Access to Detailed Customer and Carrier Data Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew R. | Managing Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about QQCatalyst?** My favorite thing about QQ is the ability to enter and track a huge amount of data from customer information to carrier info, commissions, fees, and individual customer information. I find that it's very easy to find what I need quickly. **What do you dislike about QQCatalyst?** I don't like that some data doesn't download directly from the carriers. I also don't like that to quote with carriers, there doesn't seem a way to link to that carrier and save user credentials in QQ. **What problems is QQCatalyst solving and how is that benefiting you?** QQ is helping us keep our customer information organized and secure. We can quickly find the information we need through the search function. It's also the solution to keeping all production and renewal data in one place where it can be easily obtained. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Andrew! We're glad to hear that you find our platform easy to use and that it helps you track a large amount of data efficiently. We're happy to be a part of your business and appreciate your feedback! ### 20. Easy CRM with Effective Communication Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Joanne H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst very easy to use, which is great for learning more about the product every day and also makes it simple to teach new employees how to use it. Integrating it with our email and texting works very well, ensuring consistency in the customer's profile with communications. It's valuable because all emails and text messages are directly tied to the customer's profile, providing all of the information we need when speaking to the customer. Onboarding new agents has gone smoothly because the current agents demonstrate live functionality, making on-the-job training very effective. New agents acclimate to using QQCatalyst pretty quickly. **What do you dislike about QQCatalyst?** I would like QQCatalyst to prompt the insurance agent if they want to leave a note in a customer's profile. Often, the insurance agent accesses the profile, reviews information, but they forget to enter their notes. If there was a prompt, that would be extremely beneficial. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to track customer activity, profiles, policies, and pending customers. It's easy to use and teach to new employees. Integrates well with email and texting, maintaining consistency in customer communication and keeping all information in front of us. **Official Response from Nate McKissick:** > Thank you for your review, Joanne! It's great to hear that QQCatalyst is helping you track customer activity and profiles effectively. Please don’t hesitate to reach out if you need anything in the future.   ### 21. Very robust, and can do anything! **Rating:** 4.5/5.0 stars **Reviewed by:** Michael B. | Insurance Agent/Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about QQCatalyst?** I love being able to add notes and to be able to drop policy documents into QQ Catalyst. Makes it unnecessary to have a separate share folder. I also like that it generates Acord forms with all the policy info prefilled, especially for commercial policies. **What do you dislike about QQCatalyst?** I wish that it would bridge info automatically from PL Rating without the extra steps, because downloads take a day to a few days, id rather not have to re-type all of the insureds info. **What problems is QQCatalyst solving and how is that benefiting you?** Solves having to take massive notes and create file folders for clients. I can save word documents under their name and refer back to them when they call in. It definitely increases productivity and increases speed, and efficiency. ### 22. Useful, But Outdated, Slow, and Inefficient **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about QQCatalyst?** QQCatalyst helps keep everything in one place, which is probably the best part. I can quickly find customer information, policy details, documents, notes, and prior activity without having to search all over the place like it’s a government treasure hunt. **What do you dislike about QQCatalyst?** I do not like the new reporting process because it requires too many steps and takes too much time. There was absolutely nothing wrong with the previous report process, and the new process feels less efficient. The download link opens on a separate page, and when multiple reports are downloaded, the list only shows the date and time instead of identifying each report, which makes it confusing and inefficient. I also dislike how often the system slows down or takes a long time to load, even with fast internet. The overall layout and appearance also feels very outdated. If I had been employed with my agency before Catalyst was chosen, the outdated appearance alone would have made me hesitant to choose it. For what agencies pay for this software, I believe it should be more modern, reliable, efficient, and user-friendly. Overall, the entire system needs to be updated to better compete with other software options. Honestly, if I were Vertafore, I would consider combining the best features of QQCatalyst and AMS360 into one stronger CRM platform while keeping the price within an affordable median range. I believe that would make the system more appealing and could attract many more customers. **What problems is QQCatalyst solving and how is that benefiting you?** At this time, I cannot say that I have noticed QQCatalyst solving many new problems in a meaningful way. The system does help keep client information, policy details, documents, notes, and activity history in one place, which is beneficial for daily agency operations. However, many of the recent updates feel more like basic improvements that should have already been part of the system rather than true solutions to current agency workflow problems. For example, one recent update stated that “email setup options have been refreshed with up-to-date email providers.” While that may be useful, in 2026, having current email provider options should be a standard feature, not something that feels like a major improvement. Updates like that seem more overdue than innovative. The areas that would benefit our agency most are faster system performance, a more modern layout, fewer steps for reporting, better organization of downloads, and a more efficient overall workflow. Overall, QQCatalyst does provide a central place to manage customer and policy information, but I would like to see updates that solve actual day-to-day problems for agency users instead of changes that feel routine, overdue, or behind compared to other software options. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We appreciate your feedback and will take it into consideration for future updates! Input from customers like you helps drive our software improvements. ### 23. Reliable All-in-One Solution with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Gerald G. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst incredibly helpful because it combines multiple functions like AMS, texting, and e-signature all in one place, so there's no need to have different products. The customer service and training are second to none. Plus, the initial setup was very simple, which made getting started a breeze. **What do you dislike about QQCatalyst?** I've had issues with the print function in QQCatalyst. It fails sometimes, which means I have to save and re-save files. This bug in the print function definitely needs fixing. **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst consolidates agency management, texting, and e-signature into a single product, eliminating the need for multiple tools. ### 24. QQ Catalyst: Easy to Use Invoicing and Searchable Notes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** QQ Catalyst is very easy to use and has a large variety of functions. Being able to assign tasks to other agents at my office that can be set far in the future, and the invoice/bill generator is very helpful. I like how notes are searchable, and that you can group files into folders. **What do you dislike about QQCatalyst?** When I am working on filling out an acord, it would be nice to still have access to their QQ profile to pull up info. Having to save it over and over to use QQ, especially if I get a call in the middle of working on an Acord is cumbersome. Or if I didn't have to rename the acord every time it saves, when I'm just going to reopen it again in a minute. **What problems is QQCatalyst solving and how is that benefiting you?** It is very important that our agency keep track of all our transactions. QQ being accessible to all our agents and CSR staff helps keep workflow smooth. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We're pleased to hear you find it so easy to use. We appreciate your feedback and will take your suggestion into consideration for future updates. We're happy to be a part of your business and appreciate your valuable input on our software! ### 25. Mostly Seamless experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about QQCatalyst?** QQ is very user-friendly, and everything is in one place. My favorite part is the texting feature. I also really like the ability to add logos, and the email feature is great as well. Reports are easy to run, and you can create your own. **What do you dislike about QQCatalyst?** After using the system for several years, learning how to navigate it better, and seeing some much-needed updates, I can’t say there’s anything I dislike about it. The only thing I’d like to see improved is the policy information you have to enter. For example, with Mobile Home policies there are only a few coverage options, and for Farm and Ranch and cattle grazing I’d like to be able to set them up more like General Liability policies. That way, I could create a COI without having to re-enter the information every time or choose another line of business. **What problems is QQCatalyst solving and how is that benefiting you?** It puts everyone and everything in one spot, and that benefits everyone! **Official Response from Jenny Spear:** > Hi Jessaka, Thank you for leaving your feedback on QQCatalyst. We are happy to hear that you are enjoying the texting feature and finding the system easy to use. Our goal is to organize all We aim to organize all your data in one place – we're glad to hear that you are also seeing this your data in one place – we're glad to hear that you are seeing this as well! Thank you for sharing your thoughts on downloads and emails. We take your feedback seriously and use it to make continuous improvements to our products and services. At your earliest convenience, please email marketing@vertafore.com so we can learn more about your situation. We look forward to working with you more! ### 26. Easy to Use, but Needs AI and Drag-and-Drop Upgrades for Commercial Agents **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about QQCatalyst?** QQ IS EASY TO USE, AND I CAN GO THROUGH THE SYSTEM QUICKLY. **What do you dislike about QQCatalyst?** THERE IS QUITE A BIT TO BE HONEST. THE PLATFORM NEEDS TO BE ALIGNED WITH AI A LOT BETTER. IT'S WAY BEHIND. YOU SHOULD BE ABLE TO DRAG AND DROP AND LET THE SYSTEM PRE-FILL. THERE ARE SIMPLE ITEMS THAT CAUSE A HUGE PAIN FOR AGENTS. YOU CANNOT INPUT A LIMIT FOR MOTOR CARGO. THE TRUCKING POLICY TAB IS USELESS. YOU CANNOT INPUT ANYTHING. WHEN YOU ADD VEHICLES AND ADD AN ACORD. YOU HAVE TO MANUALLY CLICK ON LIABILITY, UNINSURED, AND OTHER COVERAGES. OVERALL, THE SYSTEM NEEDS A MAJOR UPGRADE AND LACKS MANY SIMPLE, MUST-HAVE FEATURES FOR COMMERCIAL AGENTS. **What problems is QQCatalyst solving and how is that benefiting you?** THE EASINESS OF THE SYSTEM. BUT IT'S LAGGING BEHIND IN MAJOR CATEGORIES. I ACTUALLY HAVE TO USE FOLDERS ON MY COMPUTER BECAUSE IT DOESN'T LIVE UP TO WHAT IT COULD BE. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about QQCatalyst! We are constantly working on improving our platform and will take your suggestions into consideration for future upgrades. ### 27. Effortless Insurance Management with QQCatalyst **Rating:** 4.5/5.0 stars **Reviewed by:** Alyssa S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about QQCatalyst?** I like QQCatalyst for its ease of use, which makes our work more efficient by saving us time and increasing our availability to quote. I also appreciate the helpful customer support. The transition from EzLynx to QQCatalyst was smooth because it was easier to use, and I found the initial setup to be very easy. **What do you dislike about QQCatalyst?** Tracking phone calls. We just put everything in notes but it would be nice if there was a certain way to log calls. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst keeps everything together, making things easier to find. It saves us time, providing more availability to quote. **Official Response from Nate McKissick:** > Hi, Alyssa. Thank you for your review of QQCatalyst. We appreciate your feedback about the files tab and will take it into consideration for future improvements. We appreciate your review and look forward to continuing our partnership. ### 28. QQ Catalyst agency management system **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** simple to use, rather intuitive - I was able to figure out how to do things within the software with no real training per se. has some good features. I believe it was easy to implement and integrate with our old Applied system. the search feature is robust - you can search clients by a variety of fields such as name, address, policy number, etc **What do you dislike about QQCatalyst?** difficult to get a real person for customer support. crashes more than I think it should. cannot copy policies from one customer to another. for Commerical cannot turn a monoline policy into a package and vice versa upon renewal or rewrite. sometimes the drag & drop function doesn't work **What problems is QQCatalyst solving and how is that benefiting you?** we use QQ Catalyst as our agency managment system. no other comments at this time **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. We apologize for any difficulties you've experienced in reaching our customer support. We value your business and aim to provide the best experience possible. ### 29. QQCatalyst Makes Editing Fields, Users, and Policy Files Effortless **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about QQCatalyst?** We use it in the insurance agency sector and we tried to move to another product, but it was based on a legacy system. We moved back to QQCatalyst and compared to the other system, QQ is so easy to manipulate, edit information fields, add users, delete unwanted info, and add policy files. The interface is self explanatory and clear. It might look a little outdated, but I'm tired of trying to figure out where things are when using a super simplified menu. **What do you dislike about QQCatalyst?** I cannot find any at this time. I am so thrilled with QQ in comparison with the product we left, that I have no complaints. **What problems is QQCatalyst solving and how is that benefiting you?** It keeps all the information in one place simplifying service requests as required by a customer service insurance rep. ### 30. Simple to use & train on **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda A. | Office Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about QQCatalyst?** They've added a feature called sticky notes, which has certainly helped us notate important information on client accounts. **What do you dislike about QQCatalyst?** The reporting feature has decreased in ease of use. Previously, the pop-up window for creating a report would remain open even after the report downloaded to my computer, allowing me to view the report and make minor adjustments to the report criteria (such as date range or producer). Now, the pop-up window disappears, requiring me to input every custom criteria over and over. It is truly several steps back in my opinion. **What problems is QQCatalyst solving and how is that benefiting you?** A one-place information system to log both customer contact information, as well as internal note on client interactions. **Official Response from Jenny Spear:** > Hi Amanda, Thank you for your review of QQCatalyst! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. Please don’t hesitate to reach out if you need anything in the future.   ### 31. Wonderful App **Rating:** 5.0/5.0 stars **Reviewed by:** Gina B. | Administrative Assistant/Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** Keeping all of our clients’ information in one easy-to-find place makes this a product we use every day. **What do you dislike about QQCatalyst?** Need to have a way to port from Carriers to QQ easily. Mis spelling a persons name by a letter should not be a "cannot find" issue. There should be a way that QQ can recognize similar names and give you choices. **What problems is QQCatalyst solving and how is that benefiting you?** QQ keeps all our clients in one place that are easily accessed. The information that is available without having to go search in the carrier site is helpful. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Gina! We value your opinion and appreciate you taking the time to share your experience. ### 32. User-Friendly System with Strong Functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah T. | Licensed CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** I like everything about QQCatalyst. The system is very user-friendly. I find the search feature easy, and the files are well-formatted and easy to handle. It's extremely important and useful as our master file. **What do you dislike about QQCatalyst?** The file system could be improved. If files are saved prior to policy issue, they need to be manually placed at the policy level one by one. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst is our master file, making it extremely important and useful. I find it very user-friendly, with easy search and well-formatted files. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Deborah! We're grateful for your input on QQCatalyst. Please don’t hesitate to reach out if you need anything in the future.   ### 33. Customer and Quote Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about QQCatalyst?** I like that QQCatalyst is fairly intuitive and easy to use. Searching for customers is quick and easy. I like the you can bridge quotes to PL rater as well. The system is pretty quick and and organizes information well for ease of access. **What do you dislike about QQCatalyst?** The biggest issue with QQCatalyst, in my experience, is the system alerts—specifically the reminders. A reminder pops up once, and if you don’t manually reset the reminder date, it won’t remind you again. That makes it easy to miss tasks, so I end up using a different system to manage open tasks because of this. It would be great if there were an option to set up recurring reminders. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps us manage our customers, their policies, and their information for easy but secure access. **Official Response from Nate McKissick:** > Thank you for your feedback! It's our goal to provide an exceptional user experience, so we're glad to hear that you find QQCatalyst intuitive and easy to use. We appreciate your review and look forward to continuing our partnership. ### 34. A Valuable Tool for Insurance Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Iris B. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** ⭐⭐⭐⭐⭐ Excellent experience with QQCatalyst! Their team is professional, attentive, and always provides timely support. They make the process simple and efficient. I highly recommend their service. **What do you dislike about QQCatalyst?** Nothing significant. Overall, my experience has been very positive, and the support team has been responsive and helpful. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps streamline agency management by keeping client information, policies, and workflows organized in one place. It improves efficiency, saves time, and makes it easier to provide faster and more accurate service to clients. ### 35. Insurance Agency Easy to set-up a new book of business and keep operating with no problems at all! **Rating:** 5.0/5.0 stars **Reviewed by:** Meghan T. | Managing Member, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about QQCatalyst?** Issuing certificates of insurance during renewals is much faster now, which makes the whole renewal process feel smoother and less time-consuming. Automated emails makes your customers feel more connected with you. **What do you dislike about QQCatalyst?** I probably am not using the system correctly but I wish my emails were all managed thru QQCatalyst. I correctly use Microsoft 365 Outlook separate app. **What problems is QQCatalyst solving and how is that benefiting you?** Email & communication with clients is much improved. I have set up email templates that get sent out automatically to every new customer, every new quote, new policy, renewal reminders and cross sale opportunities. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Meghan! We will pass your feedback on an integrated email system to our team. Your input drives our software improvements. ### 36. QQCatalyst Streamlines Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about QQCatalyst?** What I like best about QQCatalyst is the remarkable efficiency it brings to our daily operations. The interface is intuitive, which has significantly reduced the time spent on administrative tasks. Specifically, the automated workflows and streamlined policy management features allow our team to process renewals and endorsements much faster than before. By centralizing our client data, QQCatalyst has removed the need for manual record-keeping across multiple platforms, creating a more cohesive and productive workflow that directly impacts our bottom line. Key Efficiency Benefits: * **Centralized Database:** Having all client information and policy history in one location eliminates time wasted searching through disparate files. * **Automated Workflows:** Recurring tasks are handled systematically, ensuring no steps are missed and significantly speeding up turnaround times for clients. * **Intuitive UI:** The platform's layout is user-friendly, meaning new team members can get up to speed quickly without extensive training. * **Integrated Reporting:** Generating performance reports is nearly instantaneous, providing us with real-time insights that help us make informed business decisions on the fly. **What do you dislike about QQCatalyst?** DIFFICULTY ENTERING INFORMATION FOR EACH CARRIER **What problems is QQCatalyst solving and how is that benefiting you?** EFFICIENCY FOR QUOTING CUSTOMERS AND SAVING TIME ### 37. Efficient Organization, Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** I like how QQCatalyst acts like a filing cabinet for all our customers, without the need for physical papers. I appreciate being able to put all notes, emails, and files in one place. Another thing I enjoy is the integration with PL Rater, which allows QQCatalyst to easily bridge over. If we're requoting a customer, we can just click on the bridge button in QQCatalyst and it will automatically requote the customer. The initial setup was pretty easy, actually easier than previous switches from other software. **What do you dislike about QQCatalyst?** I wish there was complete 2-way communication between QQCatalyst and Agency Zoom. If we save something like a note to Agency Zoom and sync with QQ, it saves in QQ, but files do not. Also, if we make a note in QQ, it does not sync with Agency Zoom. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for our agency-customer database, organizing notes, emails, files. It's like a paperless filing cabinet. It bridges with PL Rater for easy customer requotes. ### 38. Friendly Support and Effective Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Yanni A. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** I like that the support people at QQCatalyst are very friendly, which makes interacting with them pleasant. I find the ability to make tasks and sticky notes very useful and helpful because they help me stay on task and remember specific information about certain clients. Also, I'd rate the initial setup of QQCatalyst quite highly, at a 9 out of 10, indicating it was quite straightforward and easy for me. I am also quite likely to recommend QQCatalyst to others, giving it a perfect score of 10. **What do you dislike about QQCatalyst?** The fact I can't remove the voided invoices is a bit of a nuisance. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for organizing files. The tasks and sticky notes are very useful in keeping me on task and remembering specific information about clients. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Yanni! We're glad to hear that you find our support team friendly and that the task management features are helpful for you. We appreciate your review and look forward to continuing our partnership. ### 39. User-Friendly Catalyst for Agency Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen W. | Office Manager, Senior Sales Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** I use QQCatalyst for agency management and customer information, and it takes the difficulty out of work. The system is simple, navigation is easy, and if there's ever a problem, the team is super easy to get a hold of. I've worked in agencies with other management systems, and QQCatalyst is by far my favorite because they are so much more user-friendly. Texting from the agency is one of my favorites, and I like the emails we can send. I also commonly pull reports with ease. The initial setup was very easy. **What do you dislike about QQCatalyst?** I dont have any complaints. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst takes the difficulty out of work with simple navigation and easy communication. I enjoy the ease of texting and sending emails from the agency, and I can pull reports effortlessly. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Kristen! We're thrilled to hear that our product has made agency management and customer information easier for you. Please don’t hesitate to reach out if you need anything in the future.   ### 40. Streamlined, User-Friendly Tool Worth Bringing to a New Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Alyson C. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about QQCatalyst?** I find it very streamlined and user-friendly. I used it at my previous agency, and when I moved to a new one, I had them implement the system there as well. **What do you dislike about QQCatalyst?** The only thing I don’t like about QQ is that I can’t seem to get the commissions to calculate correctly. Some carriers offer different percentages based on package deals and similar arrangements, so I’m constantly having to go back in and manually enter corrections. **What problems is QQCatalyst solving and how is that benefiting you?** It helps me keep everything neat and organized. I find it detailed and easy to follow, which makes it simple to stay on track. You really can’t beat the price, and having a support line available with this system is a big plus. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Alyson! We're thrilled to hear that our product has been beneficial for you in keeping your work organized. We value your opinion and appreciate you taking the time to share your experience. ### 41. Facilitate Agency Management with Effective Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** I like the reports and notifications from QQCatalyst, as they make work easier by allowing the use of features like expired policies for calls and working on renewals. Additionally, it helps me adjust renewals to know the percentage of premium opportunities. I also found that the initial setup of QQCatalyst was very easy and straightforward. **What do you dislike about QQCatalyst?** Sometimes it doesn't let me send emails, it only lets me send text messages to clients. I would like all registered emails to be used for sending payment and renewal reminders. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst as my main database. The reports and notifications make my work easier by helping me with policies that are about to expire and renewal adjustments, improving my ability to manage renewals and adjust premiums. **Official Response from Nate McKissick:** > Thanks for your review, Alicia. We're glad to hear that you are enjoying the reports and notifications in QQCatalyst, and that the initial setup was easy for you. Please don’t hesitate to reach out if you need anything in the future.   ### 42. My experience with QQ Catalyst has been great. it is very user-friendly. **Rating:** 4.5/5.0 stars **Reviewed by:** Alex H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** What I like best about QQ Catalyst is its intuitive, user-friendly interface that makes managing client information, policies, and documents seamless and efficient. **What do you dislike about QQCatalyst?** What I dislike about QQ Catalyst is that it can occasionally be slow to load certain pages or reports, which can interrupt workflow during busy times. **What problems is QQCatalyst solving and how is that benefiting you?** QQ Catalyst is helping solve the problem of organizing and managing client data, policies, and communications in one centralized platform, which benefits me by saving time, reducing errors, and improving overall efficiency in servicing our clients. **Official Response from Lisa Landes:** > We're thrilled to hear that you find QQCatalyst to be user-friendly and efficient for managing client information and policies. Thank you for leaving a review, Alex! ### 43. Organize Your Insurance Operations with Ease **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer N. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** I like QQCatalyst for keeping all my clients in one place and helping me organize my day. I like being able to add tasks for the day and seeing all my dashboards on the main screen. Adding tasks helps me keep organized, and seeing the dashboard helps me quickly check on issues. The initial setup was easy. **What do you dislike about QQCatalyst?** I wish running reports was easier and creating my own reports was easier as well. When I try to create my own reports it never comes out how I need it to come out. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me keep all my clients in one place and organize my day. Adding tasks keeps me organized, and seeing the dashboard helps me quickly identify issues to address. **Official Response from Nate McKissick:** > Thank you for your review, Jennifer! We're glad to hear that QQCatalyst is helping you keep your clients organized and your day on track. We appreciate your review and look forward to continuing our partnership. ### 44. QQCatalyst Keeps Our Agency Organized with Time-Saving Workflows and Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Sam P. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about QQCatalyst?** What I like most about QQCatalyst is how smoothly it keeps everything organized. It makes it easy to manage clients, track policies, and handle renewals without feeling overwhelmed or bogged down. The workflows and automation tools save time and help reduce errors, which makes a real difference in day-to-day efficiency. Overall, it provides a cleaner, more streamlined way to manage agency operations. **What do you dislike about QQCatalyst?** One thing I dislike about QQCatalyst is that certain parts of the system feel outdated and slower than they should be, especially when switching between screens or loading client files. Some workflows also take too many clicks, which makes otherwise simple tasks take longer than necessary. It does get the job done, but the interface could be more modern and streamlined to improve overall efficiency and make day-to-day use feel smoother. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps solve the challenge of keeping client information, policies, and documents organized in one place. Rather than juggling spreadsheets, emails, and multiple separate systems, everything is centralized and easy to find when I need it. Features like automated downloads, task reminders, and renewal tracking help reduce the risk of missing important deadlines. Overall, it saves time, cuts down on manual work, and makes day-to-day agency operations run more smoothly. **Official Response from Nate McKissick:** > Hi, Sam. Thanks for your review of our product! We're thrilled to hear that QQCatalyst is helping to keep your agency organized and efficient with its time-saving workflows and automation tools. We appreciate your review and look forward to continuing our partnership. ### 45. User-Friendly but Lacking Robust Reporting **Rating:** 2.5/5.0 stars **Reviewed by:** Jessivah . | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about QQCatalyst?** All of my agents find QQCatalyst to be very user-friendly, and they feel a lot of comfort in using the system. It allows productivity to be at its max because the system is user-friendly, enabling my agents to help customers efficiently. Furthermore, the tool helps by reducing the waiting time for customer calls. One feature that the agents particularly like is the sticky notes function, which pops up to show who was working on a task and the last notes on it, contributing to a more diverse experience. **What do you dislike about QQCatalyst?** QQCatalyst doesn't provide the top-tier reports that I need, especially for accounting. It is not accounting-ready or production-ready for the volume of clients we service. The key issue is with the reports; we're unable to see our production and revenue accurately. There's a lot of duplicate data in the system, which affects accuracy. When carriers download statements, the system shows it as a new policy instead of a rewrite. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst serves as a data warehouse for storing customer information. It is user-friendly, enhancing productivity by allowing agents to assist customers efficiently and reducing call wait times. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about QQCatalyst, Jessivah. We understand the importance of robust reporting and accurate data, and we will take your feedback into account for future updates. We value your business and aim to provide the best experience possible. Please don’t hesitate to reach out if you need anything in the future. ### 46. Convenient File Organization with Minor Annoyances **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst very convenient and easy to use. I like that it helps in saving files and details for clients, including personal information and sticky notes. It keeps information organized so I don't have to save it to my desktop or in random files on my computer. Everything is within QQCatalyst, making it organized and more modern. **What do you dislike about QQCatalyst?** I guess the way that when a file randomly gets dragged over QQCatalyst (even if I don't want to save that file), the entire screen will show 'upload file' and I will have to drag a random file for that to disappear then delete it. It's more of an annoyance. Maybe fix that. When I have multiple files open on my screen and a file gets dragged across the screen, I would like for that 'drag file to upload' to not show up when my intention is to not upload a file. The initial setup was not easy; it was very disorganized years ago, but it has become more modern and convenient now. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me keep information organized without needing to save files on my desktop. It stores client details and notes conveniently. **Official Response from Nate McKissick:** > Hello, Lauren! Thank you for your review of QQCatalyst! It's our goal to provide an exceptional user experience, so we're glad to hear you find our product easy to use. We're happy to be a part of your business and appreciate your feedback! ### 47. Effortless CRM with Smart Flows **Rating:** 5.0/5.0 stars **Reviewed by:** Juan C. | Agency Owner/Main Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst to be a nice and neat CRM that's easy to use. I really like the smart flows feature, which makes it easy to find customers and manage their profiles by adding policies and generating renewal reports. The initial setup was very easy, thanks to the helpful tech support. Overall, QQCatalyst makes organizing clients much simpler and more efficient for my insurance agency. **What do you dislike about QQCatalyst?** Texting will be better using the office number instead of using a system provided number **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst helps with client organization using smart flows, making it easy to find customers, add policies, and generate renewal reports. It's a nice and neat CRM that's easy to use. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Juan! It's fantastic to know that QQCatalyst helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback! ### 48. Great product and works well... Thin and Fast screen times **Rating:** 5.0/5.0 stars **Reviewed by:** Paul L. | Principle, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about QQCatalyst?** Thin product with fast screen times.. Simple uploads and good acord functionality **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** External workflow management with Agency Zoom Enrollment into DocuSign better customer service and agency standardization faster access to customer's data with phone number search prior to answering the phone ### 49. System works well, user friendly. I like that they're constantly trying to make improvements. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about QQCatalyst?** Like being able to have multiple locations for customers addresses and search policies based on location. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** Love that we can Text our customers, it has really solved being able to communicate with them. ### 50. Robust Management System with Excellent Customer Support **Rating:** 4.5/5.0 stars **Reviewed by:** Michael B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** I use QQCatalyst as a management system, and it helps manage my clients all in one spot, which is fantastic. It integrates well with different platforms, and their Orange partners are good. I really appreciate the customer service; they are pretty good at getting on and helping out, so I haven't had any real issues. Also, I would definitely tell people to take a look at it, rating it in the eight to nine range. **What do you dislike about QQCatalyst?** I don't use the renewal part of their platform or any type of metrics or analytics through them. I use third-party companies that integrate with them. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to manage my clients all in one spot, and it integrates well with platforms. **Official Response from Nate McKissick:** > Hello, Michael! Thanks for providing us with your feedback. We're thrilled to hear that you find QQCatalyst to be a robust management system with excellent customer support. Reviews like this make us excited to come to work each day! ## QQCatalyst Discussions - [What is QQCatalyst used for?](https://www.g2.com/discussions/what-is-qqcatalyst-used-for) - 1 comment, 1 upvote - [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?](https://www.g2.com/discussions/37121-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, 1 upvote - [View QQCatalyst pricing details and edition comparison](https://www.g2.com/products/qqcatalyst/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-18+22%3A42%3A57+-0500&secure%5Bsession_id%5D=580f670e-8c3e-438a-9ec4-783bd7c65c97&secure%5Btoken%5D=063387826567d26e454d6e1053fabee04db573a3b7f502f8aa54c927d114bdc0&format=llm_user) ## QQCatalyst Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS](https://www.g2.com/products/ams-ams/reviews) - [Formstack Forms](https://www.g2.com/products/formstack-forms/reviews) - [Formstack Sign](https://www.g2.com/products/formstack-sign/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Ivans Exchange](https://www.g2.com/products/ivans-exchange/reviews) - [Levitate](https://www.g2.com/products/levitate/reviews) - [Lightspeed365](https://www.g2.com/products/lightspeed365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [SAS/OR](https://www.g2.com/products/sas-or/reviews) - [TurboRater](https://www.g2.com/products/zywave-turborater/reviews) - [Weave](https://www.g2.com/products/weave-weave/reviews) ## QQCatalyst Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top QQCatalyst Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,679 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (701 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)