1. [Home](https://www.g2.com/) 2. ... 3. [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) 4. [QQCatalyst Discussions](https://www.g2.com/products/qqcatalyst/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_28fcd9298e3f9c43931987e932243b3c/qqcatalyst%282%29.png "Product Avatar Image") ![Reward for good QQCatalyst reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/39225/medal.svg "Reward for good QQCatalyst reviews") ](/products/qqcatalyst/reviews) [ QQCatalyst ](/products/qqcatalyst/reviews) (727)4.4/5 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%. Show More * * * ### 169 Discussions ### 171 Participants ### 60.0 Nps Score Already have QQCatalyst? ### All QQCatalyst Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is QQCatalyst used for? ](/discussions/what-is-qqcatalyst-used-for) What is QQCatalyst used for? [ Insurance Agency Management Systems ](https://www.g2.com/tags/insurance-agency-management-systems) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.&title=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Elianet U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elianet U.") EU Loading... [Elianet U.](https://www.g2.com/users/8f7039a4-198d-4f0d-a79e-a1f0edff4a12 "Elianet U.") • 23 days ago LNC Insurance Providers LNC Insurance Providers More Options - [ # How are you using reminders in QQCatalyst to stay on top of client tasks? ](/discussions/how-are-you-using-reminders-in-qqcatalyst-to-stay-on-top-of-client-tasks) QQCatalyst feels easy to use and packed with features that make work more convenient and efficient. One standout is being able to set reminders directly in a client’s file to keep important items from slipping through. If you use QQCatalyst, how do you organize and rely on client file reminders... [Read more](/discussions/how-are-you-using-reminders-in-qqcatalyst-to-stay-on-top-of-client-tasks) [ Insurance Agency Management Systems ](https://www.g2.com/tags/insurance-agency-management-systems) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.&title=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 5 years ago More Options - [ # Initial set up is important ](/discussions/37236-initial-set-up-is-important) Setting up carriers [ Insurance Agency Management Software ](https://www.g2.com/tags/insurance-agency-management-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.&title=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Jan L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jan L.") JL Loading... [Jan L.](https://www.g2.com/users/706f4976-0a33-4092-86e4-3876a3786f6f "Jan L.") • over 5 years ago Owner Owner More Options - [ # 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? ](/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) We need a better way to store emails in QQ [ Insurance Agency Management Software ](https://www.g2.com/tags/insurance-agency-management-software) * * * (true)\<0\>0\>Upvotes (false) * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.&title=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • 23 days ago AGENT AGENT More Options - [ # How intuitive do you find QQCatalyst for daily workflows and follow-ups? ](/discussions/how-intuitive-do-you-find-qqcatalyst-for-daily-workflows-and-follow-ups) QQCatalyst has been helpful for centralizing client information, policy details, and tasks, making it easier to stay organized and track follow-ups. At the same time, some features can feel difficult to navigate, and certain processes take several steps, which slows down daily work. For those... [Read more](/discussions/how-intuitive-do-you-find-qqcatalyst-for-daily-workflows-and-follow-ups) [ Insurance Agency Management Systems ](https://www.g2.com/tags/insurance-agency-management-systems) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.&title=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=QQCatalyst+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=QQCatalyst+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%0aAsk+QQCatalyst+questions+and+get+answers+from+expert+users+in+our+QQCatalyst+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/qqcatalyst/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/qqcatalyst.svg "Product Avatar Image") ### Have you used QQCatalyst before? Answer a few questions to help the QQCatalyst community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fqqcatalyst%2Fdiscuss%3Fsmall_ask%3Dqqcatalyst) No ## Top Contributors in QQCatalyst 1 DB Loading... ### [Donna B.](https://www.g2.com/users/771e4f01-59a8-4b7f-ab9a-c1f9ae8f0be4 "Donna B.") 1 pt 2 ![Elianet U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elianet U.") EU Loading... ### [Elianet U.](https://www.g2.com/users/8f7039a4-198d-4f0d-a79e-a1f0edff4a12 "Elianet U.") LNC Insurance Providers 1 pt