QQCatalyst Reviews & Product Details

I like how organized it is and how much time it saves me when I'm reconciling accounts. I really enjoy the new feature where it shows the commissions percent or amount next to the commissions being paid out to producers. I also like the update where when I reconcile commissions, there is a review page and it's listed in order of the accounts I reconciled amounts to. So that way, if there is an error, it's WAY faster to find and I can cross-reference it and go down the list instead of before where finding an error was extremely time-consuming. I also like that it connects to IVANS for the downloads and it helps keep the system up to date. It comes with all the information I need to make it easier to figure out when there is a discrepancy between what we have in QQ and what came in from the company through IVANS. I've also had no issues when reconciling large amounts, the end total always matches what we have on the report and I haven't experienced calculation mistakes so far. If I run into issues, support has gotten so much faster at getting to my call and they will work with me to resolve my issues I encounter. Review collected by and hosted on G2.com.

The downsides are that many times when an update or upgrade is made to improve certain features, it also creates a ripple effect of creating new issues that I was not experiencing before. For example, before I could edit the commissionable amount through the reconciliation page to zero out, but now if I do that, it will zero out temporarily but when I go back in, it shows a balance due. The only way to fix that is to change the base premium but that's very inconvenient as sometimes I'm not able to do that with certain policies that have cancelled or is not allowed for whatever the reasons. Also, recently, it has been creating double entries for commission amounts due and it didn't use to do that. Another thing is expired policies will not show commissions due if there was not already a balance due prior so having to navigate around that is not pleasant. I also wish there was a save and continue later when reconciling things because there is no option other than to complete it and go back in to "edit" but what it does is it voids it and creates a whole new one. Also, the edoc feature needs some improvement. It's very particular about name matching and because of that, sometimes it won't pop any matches at all and we have to delete the edoc that came in. QQCatalyst experiences glitches often and it creates loading delays or errors. If that can be worked on to reduce the amount of times it glitches, that would be great. Review collected by and hosted on G2.com.

As an insurance agent, what I like best about QQCatalyst is how it helps me stay organized and manage my clients and their insurance information in one centralized place. I regularly use it to keep track of policies, documents, follow-ups, and client activity.

I also appreciate the overall performance of the platform, the value it provides for the investment, and the support and onboarding resources available when needed. The AI and intelligence features are another benefit, helping make certain tasks more efficient and allowing me to spend more time focusing on my clients. Overall, QQCatalyst has helped streamline my workflow, save time, and keep my day-to-day operations more organized.ed it. Review collected by and hosted on G2.com.

One thing I dislike about QQCatalyst is that some features can feel limited or require too many steps to complete simple tasks. I would also like to see more customization options, better integration with other insurance tools, and a more streamlined process for managing documents and client information. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love how QQCatalyst allows me to view all client information on one screen with quick access. I find it easy to navigate the site, making it straightforward to move around. I can easily search for clients by clicking on contacts or by using the search feature. Switching from Applied to QQCatalyst was a positive change for us because it simplifies tasks, allowing us to manage customer information and notes more efficiently. The initial setup was very easy, and that made a big difference. Overall, I rate QQCatalyst a 10 out of 10 for recommendation. Review collected by and hosted on G2.com.

NOTHING AT ALL. I THINK THE SYSTEM IS PERFECT AS IS. Review collected by and hosted on G2.com.

I like that I’m able to add customer information in there. Review collected by and hosted on G2.com.

One thing I dislike about QQCatalyst is that it can feel a little cumbersome and not as intuitive as I would like. It sometimes takes too many steps to find or update the information I need, and I wish the navigation and workflow were more streamlined. Having a more user-friendly interface and fewer clicks to complete common tasks would make it much easier to use. Review collected by and hosted on G2.com.

I like the reports feature in QQCatalyst because I'm all about reports, and it prints everything I need. Plus, I can break it down more if needed. The setup was easy, and it's a straightforward system to learn since it's a fill-in-the-blank kind of program, which I find easier to use. Review collected by and hosted on G2.com.

I find it problematic that when using QQCatalyst for Acord Forms, it doesn't allow you to attach endorsements. It would really help if there was a way to do a certificate, like an Acord 25, and have an option to attach special endorsements, such as a CG 20 10, along with it. This feature would improve the process significantly for those of us on the insurance side. Review collected by and hosted on G2.com.

I like the recent improvements to speed and navigation. Screens load faster, searches feel snappier, and some of the UI updates make it easier to move through client and policy files without the system feeling sluggish. Review collected by and hosted on G2.com.

QQCatalyst could improve by modernizing some of the older screens and reducing the number of clicks required for basic tasks. Certain areas still feel slow when switching between clients or policies Review collected by and hosted on G2.com.

I really like how QQCatalyst is user friendly, especially for insurance brokers like myself. The platform setup makes it efficient to use. The call center and tech support provided are knowledgeable and helpful with any questions we have. This helps us utilize the system more efficiently. The transparency of upcoming or expired policies is a great feature, as it allows us to follow up with clients effectively. The integration with the Ivan system helps us keep our book of business up to date, showing how many premiums and policies we have within the agency. Also, the integration of the CRM and management system working as one is a significant advantage. Overall, it is more organized with more features and clarity than what I used before. Review collected by and hosted on G2.com.

The initial setup of QQCatalyst was not easy at all. It was a difficult process, but the representative was very helpful in getting everything updated. Now I love the system, but in the beginning, it was very challenging. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.