--- title: QQCatalyst Reviews meta_title: 'QQCatalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 663 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: 663 scale: '5' date_modified: '2026-07-20' 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:** 663 ## 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. connecting client calls to client falls **Rating:** 5.0/5.0 stars **Reviewed by:** Jessy Y. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** It connects phone calls to client files for you **What do you dislike about QQCatalyst?** That sometimes it does not recognize that their are two of the same clients **What problems is QQCatalyst solving and how is that benefiting you?** they are solving problems that help cpnnect work flow better ### 2. Keeps Client Information Secure and Easily Accessible **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley S. | PL Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about QQCatalyst?** it does a great job of keeping all important client information safe and easily accessible **What do you dislike about QQCatalyst?** There are a few things that don't integrate well with Agency Zoom. **What problems is QQCatalyst solving and how is that benefiting you?** Keeping track of all data, tasks, notes, and files **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Ashley! We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 3. Easy ACORD & COI Document Generation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** The ACORD and COI system that can allow to generate those documents **What do you dislike about QQCatalyst?** Sometimes it slow and can take a few minutes **What problems is QQCatalyst solving and how is that benefiting you?** It help to keep the data base of the clients handy ### 4. Easy to Navigate and Truly User-Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda W. | Agency Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about QQCatalyst?** It is easy to navigate and is user friendly. **What do you dislike about QQCatalyst?** I don't think I dislike anything about qqcatalyst. **What problems is QQCatalyst solving and how is that benefiting you?** They have given us an easy to use system for client information management. ### 5. Easy to Use, always helpful when we have issues **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** Ease of use and always able to chat with someone when I need assistance. **What do you dislike about QQCatalyst?** When logging on the PL rater it does not always take me to the same page **What problems is QQCatalyst solving and how is that benefiting you?** They are helping us keep detailed logs for all of our customers across many different users **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We're glad to hear that you find our product easy to use and that our customer service team is always helpful. We're happy to be a part of your business and appreciate your feedback! ### 6. Efficient for Personal Lines, Needs Improvement for Commercial **Rating:** 5.0/5.0 stars **Reviewed by:** Angela H. **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I like that QQCatalyst helps me keep my business organized by saving all of my files in one place, which is invaluable for every client as it allows me to easily track their information. This feature enhances my ability to take better care of my clients by ensuring I always have up-to-date information on each one. Additionally, the new sticky note feature is something I really appreciate, as it places the most important things front and center on each page, which is particularly beneficial for highlighting key information for my clients. **What do you dislike about QQCatalyst?** I would say the commercial side is not the best. I have to manually put in all of my commercial policies as it's more oriented towards personal lines than commercial insurance. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to organize and track client information, keep everything centralized, and take better care of my clients, enhancing client management and service. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Angela. We appreciate your feedback on commercial lines and use your input to drive our software improvements. Please don’t hesitate to reach out if you need anything in the future. ### 7. The Best Database Platform for Client Work **Rating:** 5.0/5.0 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?** It’s the best database platform I’ve used for my clients. **What do you dislike about QQCatalyst?** Sometime it’s slow on pulling up accounts **What problems is QQCatalyst solving and how is that benefiting you?** They fix the problems pretty quick if issues with the system so I am able to get back to my clients pretty quick **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. ### 8. A solid digital filing cabinet **Rating:** 2.5/5.0 stars **Reviewed by:** Billy V. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** The people are nice when we need help. Honestly I am stuck with the product for now. **What do you dislike about QQCatalyst?** Their contract and terms around new users is complete garbage and shows they really have no interest in helping the majority of the industry. The inability for them to make their product seem like you are using something for 2025 is baffling to me. I generally feel like they know they are going to have you screwed within a year and that is part of the plan. It isalways dissapointing when companies seem to work harder atmaking it so you cannot reasonably leave without paying them. Really, what kind of a company charges you to leave rather than works hard at making you want to stay. **What problems is QQCatalyst solving and how is that benefiting you?** They help replace file cabinets but some ill eqeuipped for the present or future. **Official Response from Nate McKissick:** > Hi, Billy! Thank you for your feedback. Rest assured, we take your comments seriously. Our team is always working on enhancing our software based on user feedback. ### 9. Seamless Customer Management with User-Friendly Interface **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about QQCatalyst?** I really like QQCatalyst's user-friendly interface. It makes keeping all my customers organized much easier, and the seamless integration with my voice over IP is a big plus. The setup was very easy, probably because we started using it from the very beginning of our agency. **What do you dislike about QQCatalyst?** Nothing **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to keep all my customers organized and it works in sync with my voice over IP. ### 10. Fast, Easy Quoting Without Extra Data Entry **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** EASE OF QUOTING, DON'T HAVE TO PUT A LOT OF INFO INTO OTHER CARRIERS FOR QUOTE **What do you dislike about QQCatalyst?** SOMETIMES THE INFORMATION IT PROVIDES IS UNRELIABLE **What problems is QQCatalyst solving and how is that benefiting you?** QUOTES A LOT OF CARRIERS OUT ### 11. Easy-to-Use Platform with Absolutely Amazing Support **Rating:** 4.5/5.0 stars **Reviewed by:** Cheryl A. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** The thing I like best about QQCatalyst is the ease of use of platform. I can have several tabs open and be able to go from my Mailroom to the Salesroom to the Dashboard and then to a customer profile easily. The second best thing about QQCatalyst is their support staff. They are absolutely AMAZING!!! Always helpful and knowledgeable. **What do you dislike about QQCatalyst?** I have to manually update the commissions based on certain criteria that may not automatically download to the system. **What problems is QQCatalyst solving and how is that benefiting you?** They are always assisting me with reports and how I can get them to better suit my needs. **Official Response from Nate McKissick:** > Thank you for your review of our product, Cheryl! We're thrilled to hear that you find QQCatalyst easy to use and that our support staff has been amazing! We appreciate your feedback and are constantly working to improve our platform and services. ### 12. Easy to Use, Smooth AgencyZoom Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Santos P. | President & Principal Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about QQCatalyst?** What I like most is how easy it is to use, and how smoothly it integrates with AgencyZoom. **What do you dislike about QQCatalyst?** I wish the carrier creation process would automatically match what’s already in AgencyZoom. **What problems is QQCatalyst solving and how is that benefiting you?** It’s part of my all-in-one solution, together with AgenzyZoom and PL Rateter. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Santos! It's our goal to provide an exceptional user experience, so we're glad to hear you find our product easy to use. We appreciate your input, and please don’t hesitate to reach out if you need anything in the future. ### 13. Easy, Accessible Notes That Keep Policies Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** Very easy and accessible. The organization of the notes is very helpful. We have certain notes for certain policies so it helps to avoid confusion **What do you dislike about QQCatalyst?** I wish it was a little more up to date. I know not all carriers automatically download but it would be nice if it did. Also the appearance of the portal could be nicer **What problems is QQCatalyst solving and how is that benefiting you?** Organization is super easy. The text option is also super helpful. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We understand the importance of an up-to-date system and will take your feedback into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 14. The Simplest Tool for Managing Insurance Policies **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki W. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I use QQCatalyst to manage insurance policies. I really like how it keeps everything together in one place and generates forms, making it super easy to use. The simplicity and organization stand out for me. It's very easy to use and set up, and having everything in front of me helps a lot when talking to insureds. **What do you dislike about QQCatalyst?** I do not have any complaints **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst keeps everything together in one place, generates forms, and is super easy to use. It helps when talking to insureds by having all information in front of you. **Official Response from Nate McKissick:** > Thank you for your review of our product, Nikki. We're delighted that QQCatalyst has met your expectations. We value your business and aim to provide the best experience possible. ### 15. Great experience with our QQ System **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2023 **What do you like best about QQCatalyst?** The ease of using the system and how we access the site from our cellphone **What do you dislike about QQCatalyst?** How it can be difficult to run reports that you have to create yourself **What problems is QQCatalyst solving and how is that benefiting you?** The ease to do business easier and quicker and more effectively **Official Response from Jenny Spear:** > Hi, Thank you for leaving feedback on QQCatalyst. Our goal is to provide the best possible customer experience, and to help save you time – We are so happy to hear that this has been your experience. Please email Marketing@Vertafore.com if there is anything we can assist you with! ### 16. Effortless Insurance Management with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** tracy t. **Reviewed Date:** December 02, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst incredibly easy to use, which makes my day-to-day operations smoother and more efficient. The software allows me to pull up client profiles quickly, saving valuable time and ensuring I have all the information I need at my fingertips. I also appreciate how easy it is to navigate through multiple policies, which simplifies what could otherwise be a complicated process. The initial setup was very easy, which speaks to the user-friendly design and accessibility of the software. Additionally, QQCatalyst integrates seamlessly with other tools I use, such as Agency Zoom and PL Rater, enhancing my workflow by combining different functionalities under one efficient system. **What do you dislike about QQCatalyst?** I find the customer search recognition in QQCatalyst problematic. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me pull up client profiles quickly and is easy to navigate through multiple policies, enhancing my efficiency. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Tracy. It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We understand your frustrations with the customer search recognition and will pass your feedback along to our team. Please don’t hesitate to reach out if you need anything in the future.   ### 17. All the Info in One Place and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Ernie H. | Insurance agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** A lot of info in one place, Easy to use. **What do you dislike about QQCatalyst?** having to enter the insurance activation in multiple places **What problems is QQCatalyst solving and how is that benefiting you?** Tracking all my customers. ### 18. Works for our agency! **Rating:** 4.0/5.0 stars **Reviewed by:** Beth P. | Actor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about QQCatalyst?** The ability to sort and use their reports is always convenient. **What do you dislike about QQCatalyst?** The there is no continuity between the carriers to download the same way or the same things. Often I have to make corrections or do things to force a download **What problems is QQCatalyst solving and how is that benefiting you?** Allowing me to sort business by agent for 'credit' for leads, etc. **Official Response from Jenny Spear:** > Hi Beth, Thank you for your review of QQCatalyst! It's our goal to provide a great user experience, so we're glad to hear you find it easy to use. We're glad to be a part of your business and appreciate your feedback! ### 19. Invaluable for Secure, Shared Paperless Client Records **Rating:** 4.5/5.0 stars **Reviewed by:** GLENN A. | EXECUTIVE PRODUCER, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about QQCatalyst?** IT IS INVALUABLE IN KEEPING PAPERLESS RECORDS OF ALL OF OUR INSURANCE CLIENTS SAFE IN A SYSTEM THAT ALL OF OUR PRODUCERS HAVE ACCESS TO. THE EASE OF USE AND CUSTOMER SUPPORT IS OUTSTANDING. THE IMPLEMENTATION AND INTEGRATION WAS VERY EASY. **What do you dislike about QQCatalyst?** THE ONLY DOWNSIDE OF QQ CATALYST IS THAT NOT EVERY CARRIER WE USE IS UPLOADED TO THE SYSTEM AND WE HAVE TO UPDATE THAT INFORMATION MANUALLY. **What problems is QQCatalyst solving and how is that benefiting you?** THE QQ CATALYST SYSTEM HELPS US BE MORE PROACTIVE WITH OUR CLIENTS WICH INTURN HELPS OUR RETENTION RATES. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Glenn! We're thrilled to hear our product works so well for your agency, and we appreciate your feedback on carrier availability. We will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future! ### 20. QQCatalyst: User-Friendly and Amazing for Fast Access, Files, and ACORD Forms **Rating:** 5.0/5.0 stars **Reviewed by:** Jim M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about QQCatalyst?** QQCatalyst is very user friendly and allows my agency to quickly access information, store client files, send acord forms, it's absolutely amazing. **What do you dislike about QQCatalyst?** I can't think of anything I do not like. **What problems is QQCatalyst solving and how is that benefiting you?** Certificate of Insurance renewals. **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. ### 21. Timely Task Reminders Right When You Need **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** task reminders that pop up when you need them to **What do you dislike about QQCatalyst?** how you can not text commercial customer accounts **What problems is QQCatalyst solving and how is that benefiting you?** TEXTING AND COMMUNICATING WITH CUSTOMERS ### 22. Intuitive and with Excellent Support, but the Interface Could Improve **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** I like the way I can use QQCatalyst, as it is quite intuitive. This allows me to manage user management tasks efficiently and without complications, which is crucial for my business. Additionally, I highly value the Sales Room within QQCatalyst, as it provides me with a clear view of how policies and quotes are progressing through the Pipelines. This precise tracking helps me have greater control over my workflow, something that is truly invaluable. The initial setup was not difficult and I could always count on the support of the development team. **What do you dislike about QQCatalyst?** I think the visual interface can be improved a bit. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to manage users efficiently and gain greater control over my workflow thanks to the Sales Room and Pipelines. **Official Response from Nate McKissick:** > We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority. We appreciate your feedback about the interface and will pass it on to our team. Please don’t hesitate to reach out if you need anything in the future.   ### 23. Effortless Client Organization and Financial Management **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda G. **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I appreciate how QQCatalyst organizes all my clients effectively. It separates them into different categories, which helps me keep my book of business structured and manage my finances efficiently. The sales report feature is particularly valuable as it helps me focus on the clients that require more attention and enables me to maintain strong client relationships without constantly relying on office resources. Additionally, I found the initial setup of QQCatalyst to be super easy, which made the transition smooth and hassle-free. Overall, everything with QQCatalyst is good so far, and it's a tool I feel very enthusiastic about recommending to others. **What do you dislike about QQCatalyst?** nothing **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst organizes my clients by categories, which helps manage my book of business and finances efficiently. The sales report feature is especially useful to focus on clients who need attention, ensuring minimal client loss. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Amanda! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 24. QQCatalyst Makes Downloads and Policy Entry Fast and Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about QQCatalyst?** I have used other programs and prefer QQCatalyst due to its ease of use. The downloads work wonderfully and when I have to manually enter policies, the flow of data entry has saved me lots of time as compared to other programs. **What do you dislike about QQCatalyst?** I personally have not found anything that I dislike about QQCatalyst. **What problems is QQCatalyst solving and how is that benefiting you?** I love the reports, they are easy to run and available immediately for download. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. It's our goal to provide an exceptional user experience, so we're glad to hear you find our product easy to use and that it has saved you time with policy entry. We genuinely care for our customers and are delighted to know that our dedication shows. ### 25. Ease of Use with Minor Download Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst really helpful for organization because of its ease of use. The reports section stands out as a valuable feature since it allows me to run cross-selling lists to generate additional business. The initial setup was pretty easy, and their support is very helpful. **What do you dislike about QQCatalyst?** The downloads are finicky sometimes. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps with organization and is easy to use. The reports section allows me to run cross-selling lists to generate additional business. **Official Response from Nate McKissick:** > Thanks for your review! It's our goal to provide an exceptional user experience, so we're glad to hear you find QQCatalyst easy to use. We appreciate your review and look forward to continuing our partnership. ### 26. PERFECT FOR SMALL AGENCY **Rating:** 5.0/5.0 stars **Reviewed by:** Christa M. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about QQCatalyst?** I appreciate how easy QQCatalyst is to use. It provides everything I need to manage my agency effectively. What I like most is the ability to create Acord forms that can be saved and edited whenever necessary. **What do you dislike about QQCatalyst?** There have been some recent changes to the commercial policy details that have made entering a policy more challenging. I would appreciate having improved options when selecting a policy type, so that it better matches the specific policy we are entering and includes all the necessary coverage options. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst allows our agency to keep all correspondence organized in a single location. I really value that it is web-based, as this means I can access the system even when I am not in the office, which is extremely convenient. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Christa! We're thrilled to hear that QQCatalyst works so well for your agency. Reviews like this make us excited to come to work each day! ### 27. Catalyst for Business Growth and Effective Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Juan C R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** QQCatalyst is favorable and helps us with the growth of our business. It allows us to consolidate all customer information, facilitates direct communication with them, and offers us very effective statistics and reporting tools. The initial setup was very easy, especially with the help of a spectacular team. **What do you dislike about QQCatalyst?** So far, there is nothing I don't like **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst facilitates communication with the client and the management of information, helping us grow the business and making our life easier. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Juan! We're thrilled to hear that QQCatalyst works so well for your agency. Reviews like this make us excited to come to work each day! Please don’t hesitate to reach out if you need anything in the future.   ### 28. Efficient but Needs Improved Customization **Rating:** 4.5/5.0 stars **Reviewed by:** Tiana K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** I like the ability to find things in QQCatalyst, especially when it comes to accessing files and past accords. This helps me take current information for remarketing renewals effectively. **What do you dislike about QQCatalyst?** {"I need to learn more about custom reports.","Transfer from old system was difficult."} **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me manage customer information, find documents, and access past info quickly, which is great for remarketing renewals. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Tiana! We're glad to hear that you find our software efficient for accessing files and past accords. We're happy to be a part of your business and appreciate your feedback! ### 29. Effortless, Comprehensive, and Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie C. **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst amazing due to its user-friendly nature; it's exactly the ease of use that I need for my business operations. I love how it efficiently solves the problem of accessing each client's separate policy, which saves me time and effort. The reports system in QQCatalyst is particularly impressive, as it allows me to generate separate reports for all the necessary aspects seamlessly. The entire system's setup is as easy as it can be, making the initial transition smooth and hassle-free. Overall, QQCatalyst offers incredible ease and effectiveness for managing processes, providing an amazing user experience that leaves no room for improvements, and I highly recommend it with a perfect score. **What do you dislike about QQCatalyst?** Nothing **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst simplifies accessing individual client policies and offers an easy-to-use report system, enhancing business efficiency. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Melanie! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We genuinely care for our customers and are delighted to know that our dedication shows. ### 30. Easy to Use and price saving **Rating:** 4.5/5.0 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?** Easy to use so far. Still getting to know **What do you dislike about QQCatalyst?** Still learning, so i don't know anything at the moment **What problems is QQCatalyst solving and how is that benefiting you?** Price saving over the old system **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst! We're pleased to hear that you find QQCatalyst easy to use. If you have any questions as you continue to learn the system, please don't hesitate to reach out to our support team for assistance. ### 31. QQCatalyst has changed my business forever **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2024 **What do you like best about QQCatalyst?** It’s helped me organize my business better than any other software I’ve used. **What do you dislike about QQCatalyst?** Maybe make it easier to send attachments to customers. **What problems is QQCatalyst solving and how is that benefiting you?** Solving the problem I have with physical paperwork. **Official Response from Jenny Spear:** > Hi there, Thank you so much for your kind words! We're thrilled to hear that [product] works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 32. Clear Policy Tracking, but QuickBooks Integration Needs Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about QQCatalyst?** Keeps track of policies in a clear manner. **What do you dislike about QQCatalyst?** Does not integrate with Quickbooks unless all accounts are new. **What problems is QQCatalyst solving and how is that benefiting you?** It does a good job of tracking policies and commissions. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about QQCatalyst. We appreciate your input and will take it into consideration for future updates. Hearing from customers like you helps us grow and evolve. ### 33. Simple and Reliable Management Solution **Rating:** 5.0/5.0 stars **Reviewed by:** john r. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst to be a simple platform and easy to use, which is really important for me in a management system. I like its reliability, and I value the file attachments and documenting features. **What do you dislike about QQCatalyst?** I don't use the reconciling feature; it's all done manually. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst is a simple platform that's easy to use and reliable for management. **Official Response from Nate McKissick:** > Thanks for your feedback, John! We're glad to hear that you find QQCatalyst to be simple, easy to use, and reliable. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 34. Yep, Easy to Read, Simple to Use, and Works Smoothly with AZ **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** How easy it is to read, ease of use how it works with AZ **What do you dislike about QQCatalyst?** SmartFlows , not even sure what its about **What problems is QQCatalyst solving and how is that benefiting you?** Dont really know of any off hand **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. ### 35. Keeps everyone in the office aligned using sticky notes and notes all in one place. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about QQCatalyst?** I like that it lets you put tasks and sticky notes on an insured's file so everyone in the office knows what is going on. **What do you dislike about QQCatalyst?** It is hard to get used to and learn at first. **What problems is QQCatalyst solving and how is that benefiting you?** It is helping our office by letting us put notes on insured's files so everyone knows what is going on. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We're glad to hear that QQCatalyst is helping your office stay aligned and organized with tasks and sticky notes on insured's files. We're happy to be a part of your business and appreciate your feedback! ### 36. Everything in One Place—Easy and Very Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Summer L. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** Everything being all in one place is so easy **What do you dislike about QQCatalyst?** I haven't noticed a downside thus far ! It's been very helpful **What problems is QQCatalyst solving and how is that benefiting you?** Finding the things I need! **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We're happy to hear that our platform has been beneficial for you. We appreciate your review and look forward to continuing our partnership. ### 37. User-Friendly with Centralized Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst very user-friendly. I really like having everything in one location, which makes managing customer search, payments, notes, and tasks much easier. The notes and task functions work especially well for me. **What do you dislike about QQCatalyst?** The email functionality in QQCatalyst doesn't work well for me because it's not syncing. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst is user-friendly and consolidates customer search, payments, notes, and tasks into one location. **Official Response from Nate McKissick:** > Thank you for your review! We're glad to hear that you find QQCatalyst user-friendly and that the centralized features are making managing customer search, payments, notes, and tasks easier for you. We're happy to be a part of your business and appreciate your feedback! ### 38. Effortlessly Manages Insurance with Great Usability **Rating:** 4.0/5.0 stars **Reviewed by:** gerladine p. | Insurance Agent **Reviewed Date:** January 27, 2026 **What do you like best about QQCatalyst?** I like QQCatalyst for its ease of use. The reminders feature and the ability to add widgets to the dashboard enhance its usability significantly. We also received helpful support from Vertafore's technicians during the initial setup. **What do you dislike about QQCatalyst?** When showing the list of renewals, being able to go directly to the client when you click on the client would be much easier than having to type in the name of the client. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for insurance needs, including quoting and time management. It's easy to use, especially with dashboard widgets and reminders. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Gerladine! It's our goal to provide an exceptional user experience, so we're glad to hear that you find our software easy to use. We value your business and aim to provide the best experience possible. ### 39. Easy to Navigate, Customer Lookup Is a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** Easy to navigate and customer look up is a breeze **What do you dislike about QQCatalyst?** I have not found anything I am unhappy with. **What problems is QQCatalyst solving and how is that benefiting you?** Communication with customers **Official Response from Nate McKissick:** > We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future. ### 40. Simple and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about QQCatalyst?** Ease of use, training available, customer service **What do you dislike about QQCatalyst?** not all widgets are available automatically and require setup before use **What problems is QQCatalyst solving and how is that benefiting you?** It keeps out client information organized **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We are grateful for your input. We understand your frustration about widgets requiring setup. Please know that hearing from customers like you helps us grow and evolve. ### 41. Effortless Policy Management with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Mattea M. **Reviewed Date:** January 27, 2026 **What do you like best about QQCatalyst?** I appreciate the simplicity of use of QQCatalyst, which makes it really convenient for my work at the insurance agency. The text messaging feature is also really helpful because it files all messages under the client for future reference, which is great for keeping track of communications. The initial setup of QQCatalyst was very easy, which was a big plus for me. **What do you dislike about QQCatalyst?** Nothing at the moment **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for tracking policies, renewals, and billing. Its simplicity and text messaging feature, which files messages under the client for reference, are great. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Mattea! We appreciate you taking the time to share your experience with QQCatalyst. We're happy to be a part of your business and appreciate your feedback! ### 42. Easy Client Management and Reporting Made Simple **Rating:** 4.0/5.0 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?** Easy to maintain and organize clients and run reports. **What do you dislike about QQCatalyst?** The search bar feels very strict. I wish it had a better search function, especially when I’m typing names that are similar to the client I’m trying to find. **What problems is QQCatalyst solving and how is that benefiting you?** It solves our need to organize and maintain our client information. Since we have many clients, it’s very useful to ensure that everything about each client is easy for us to access and keep up to date. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We appreciate your feedback about the search bar and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 43. Effortless, Reliable Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Pamela L. **Reviewed Date:** January 27, 2026 **What do you like best about QQCatalyst?** I appreciate that QQCatalyst is very easy to use and saves all my information, which is great for referencing. It allows me to upload important documents for future references, aligning with all of our agency requirements. The initial setup was very smooth and easy to understand, making it hassle-free to get started. **What do you dislike about QQCatalyst?** I haven't ran across anything with QQ that I dislike **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst saves all our information, making it easy for referencing, and allows us to upload important documents. It's very easy to use, handling all our agency requirements efficiently. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Pamela! We're thrilled to hear that you find QQCatalyst easy to use and reliable for managing your agency. We're happy to be a part of your business and appreciate your feedback! ### 44. Effortless Client Management with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Harold B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst perfect for my management tasks, especially with non-payment and renewal notices. I like how it makes managing my clients easy. The initial setup was perfect, and I would definitely recommend it to others. **What do you dislike about QQCatalyst?** Ivans **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for non-payment notices and renewal notices, and it eases managing my clients. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Harold! We're thrilled to hear that QQCatalyst has been instrumental in streamlining your client management tasks. Please don’t hesitate to reach out if you need anything in the future. ### 45. Efficient CRM with Easy Setup but Compatibility Issues **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandra C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about QQCatalyst?** I use QQCatalyst for CRM, particularly appreciating the CRM flows that help boost our efficiency levels. I also found the initial setup process to be very easy. **What do you dislike about QQCatalyst?** I find compatibility to be an issue. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for CRM and data management, helping with file storage and boosting our efficiency levels. **Official Response from Nate McKissick:** > Hello, Alexandra! Thank you for your review of QQCatalyst! We're glad to hear that you find our product has helped boost your efficiency levels with its CRM flows and easy setup. We appreciate your review and look forward to continuing our partnership. ### 46. Effortlessly Organizes and Manages CRM Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Yides H. | VP and Chief Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about QQCatalyst?** I like QQCatalyst because it helps keep everything organized. I appreciate that files and data are saved efficiently, which helps me know the facts of clients. It was very easy to set up and sync everything, making the process straightforward. **What do you dislike about QQCatalyst?** This is amazing and easy to use **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps keep everything organized, saves files and data, tracks renewals and account names, helping me know the facts of clients. **Official Response from Nate McKissick:** > Hello, Yides! Thank you for taking the time to share your experience with QQCatalyst! We're thrilled to hear that QQCatalyst has been able to help keep everything organized and efficient for you. Our goal is to make the provide a product that is straightforward and easy to use. We appreciate your review and look forward to continuing our partnership. ### 47. Comprehensive Data Management for Multi-Line Agency **Rating:** 4.0/5.0 stars **Reviewed by:** John F. | Senior Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** I like the amount of support you can receive. Even after implementation, there is a simple to use chat for support. If there is someone available they will respond immediately, if not your chat becomes an email which is sent to the team and usually responded to within 24 hours. We are a mono-line agency and have found it difficult to make changes to the standard database and interface to reflect our specialized needs. However, the capabilities of QQCatalyst are extensive for a multi-line agency. Many tools to automate processes, and make your information available and workable. The variety of reports available is truly comprehensive, the integration with automated email looks robust. The search function is powerful. The integration with other programs like Quickbooks, and a marketing function will increase your agency's ability to reach new customers and support existing ones. **What do you dislike about QQCatalyst?** The program is expensive and comprehensive beyond most agency needs. Someone who likes to fiddle with computers would find many things which can be automated, but that can turn into a full-time job. We had difficulty importing all our required documentation into the program. Uploading our customer base was easy, getting every document properly uploaded is time consuming and not easy. We also find it difficult to adapt the program to our specific needs. While most of the requirements for a traditional multi-line agency are addressed, the specifics of our line of business are not well addressed; and there are few options available to customize it to our needs. We found we had to have another associated program Agency Zoom to assist our producers with tracking sales. Agency Zoom is a good program for current year policy management, but the focus is on sales, not renewals or data management for the long-term. The Agency Zoom license is less expensive, so we have more people working within that program and a few administrators and service representatives working in QQ Catalyst. We do use both programs every day as they are an essential customer management tool. **What problems is QQCatalyst solving and how is that benefiting you?** Storing historical documentation. Managing the database of current and prior clients. Expected to automate communication with clients over the lifespan of their relationship with our agency. **Official Response from Lisa Landes:** > John - We understand your concerns about the cost and the difficulty in customizing the program to your specific needs. And we appreciate your feedback and will continue to work on improving the user experience and customization options for different types of agencies. Thank you so much for your positive comments and detailed feedback for other's interested in learning more about QQCatalyst. ### 48. Good system - great potential **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda F. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** It's an easy system to use, and we all use it daily. I have only contacted customer support a few times, but each time, they have been great to work with and don't make me feel like my questions are stupid. I like that I can pull reports and change the information categories that I want to show. I also like that I can go into each customer profile and see a log of everything. **What do you dislike about QQCatalyst?** I wish that I could see text message responses from customers in the log, not just in the text messages tab. I generally go to the log first when I am looking for information on what is happening with customer. It shows our outgoing text messages, but does not show their responses. It would be nice if there was an option to leave someone in the system (such as an additional contact or insured) but be able to mark them as deceased, and have it show next to their name (kind of how it shows sibling, or ther relations). Some profiles it only allows us to select "Child" instead of "Son" or "Daughter", but it's not consistent. It would be nice to be able to select more than one type of status when pulling a claims report. Sometimes I would like to be able to pull all "open" and "other" status claims at the same time on the same report, rather than pulling just "open" or "closed" claims, etc. It will let me pull multiple office locations at a time, but I cannot select more than once status at a time. **What problems is QQCatalyst solving and how is that benefiting you?** They are working on the claims management area, and that will be really beneficial to us once it's fully functioning. Previously, we were using multiple printouts and an excel sheet to track claims. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Amanda! We appreciate your input and will take it into consideration for future updates. Hearing from customers like you helps us grow and evolve. ### 49. Effortless Quoting and Simplicity with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** mckenzie w. **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst very easy to use, which greatly simplifies the process of quoting. The software enhances my workflow by making quoting quick and simple, eliminating unnecessary complexities and saving valuable time. I appreciate the simplicity of QQCatalyst's interface, which allows me to navigate its features with ease. The initial setup was also easy, reflecting the overall usability of the software. This ease of use significantly contributes to my overall satisfaction with QQCatalyst, making it an essential tool for my needs. **What do you dislike about QQCatalyst?** I find the carrier bridge problematic because sometimes passwords don't get saved, which can be quite frustrating and inefficient. **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst very easy to use; it simplifies and speeds up the quoting process, making it quick and simple. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Mckenzie! We appreciate your feedback on the carrier bridge process and will let our team know of your experience. We're happy to be a part of your business and appreciate your feedback! ### 50. Comprehensive CRM with a Slight Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Rob K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** I like all the different options and features that QQCatalyst offers, which make my workflow easier and quicker. It's nice to have all of these features under one program instead of having them in separate programs. **What do you dislike about QQCatalyst?** It could be a little more user friendly. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps keep records of all my customers and prospects, making workflows easier and quicker by having different features under one program instead of using separate ones. **Official Response from Nate McKissick:** > Thank you for your review, Rob! We're pleased that QQCatalyst is making your workflow easier and quicker. We understand the importance of a user-friendly platform and will take your input into consideration for future updates. We appreciate your business! ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+03%3A25%3A36+-0500&secure%5Bsession_id%5D=ec308dfd-e3fd-4332-8c2a-5c9fd15ceb4c&secure%5Btoken%5D=0d3c553ef3ed2abc7d00d43b81a1144c6ecb1354d0fa16d636306345de4f4d25&format=llm_user) ## QQCatalyst Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS](https://www.g2.com/products/ams-ams/reviews) - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - [Evolution](https://www.g2.com/products/atlanta-based-systems-evolution/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) - [QuoteRush](https://www.g2.com/products/quoterush/reviews) - [Revolution FTO](https://www.g2.com/products/revolution-fto/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 (1,680 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)