Tracking and reporting various financials This feature was mentioned in 310 QQCatalyst reviews.
Contact Management
Storing and organizing client contact information 349 reviewers of QQCatalyst have provided feedback on this feature.
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal 318 reviewers of QQCatalyst have provided feedback on this feature.
Sales Tools
Based on 326 QQCatalyst reviews. Organizing sales representatives' pipelines and tracking the sales process
Reporting & Dashboards
Based on 353 QQCatalyst reviews. Compiling visual representations of various types of data
Payment Processing
Processing credit card and bank payments This feature was mentioned in 292 QQCatalyst reviews.
Email Integration
Based on 339 QQCatalyst reviews. Accessing and sending emails via the platform
Task Management
Based on 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 305 reviewers of QQCatalyst have provided feedback on this feature.
Policy Management
Maintaining policy and customer information This feature was mentioned in 351 QQCatalyst reviews.
Invoicing & Receipts
Creating and organizing insurance invoices and payment receipts This feature was mentioned in 314 QQCatalyst reviews.
Electronic Signatures
Sending electronic documents to clients to sign and return electronically 304 reviewers of QQCatalyst have provided feedback on this feature.
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.