Tracking and reporting various financials 310 reviewers of QQCatalyst have provided feedback on this feature.
Contact Management
Storing and organizing client contact information This feature was mentioned in 349 QQCatalyst reviews.
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal This feature was mentioned in 318 QQCatalyst reviews.
Sales Tools
Organizing sales representatives' pipelines and tracking the sales process 326 reviewers of QQCatalyst have provided feedback on this feature.
Reporting & Dashboards
Based on 353 QQCatalyst reviews. Compiling visual representations of various types of data
Payment Processing
As reported in 292 QQCatalyst reviews. Processing credit card and bank payments
Email Integration
As reported in 339 QQCatalyst reviews. Accessing and sending emails via the platform
Task Management
As reported in 342 QQCatalyst reviews. Assigning tasks to employees in order to organize and track productivity
Insurance Documentation (4)
Claims Management
Organizing and processing customers' insurance claims This feature was mentioned in 305 QQCatalyst reviews.
Policy Management
Based on 351 QQCatalyst reviews. Maintaining policy and customer information
Invoicing & Receipts
Creating and organizing insurance invoices and payment receipts 314 reviewers of QQCatalyst have provided feedback on this feature.
Electronic Signatures
Based on 304 QQCatalyst reviews. Sending electronic documents to clients to sign and return electronically
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