--- title: QQCatalyst Reviews meta\_title: 'QQCatalyst Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 671 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: 671 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- ### QQCatalyst Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users praise the **ease of use** of QQCatalyst, enjoying its convenient navigation and efficient quote management. [(87 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268309&qs=pros-and-cons#reviews) Users highly value QQCatalyst for its **exceptional organization** , significantly improving efficiency and streamlining insurance operations. [(31 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268361&qs=pros-and-cons#reviews) Users find QQCatalyst to be a **simple and easy-to-use tool** that excels in functionality and efficiency. [(24 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268438&qs=pros-and-cons#reviews) Users value the **ease of navigation** and comprehensive tools in QQCatalyst, enhancing their information management experience. [(21 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268301&qs=pros-and-cons#reviews) Users appreciate the **easy data management** of QQCatalyst, making agency organization and client information storage seamless. [(20 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268090&qs=pros-and-cons#reviews) Users face **download issues** , experiencing difficulties in processing and occasional data loss during downloads. [(14 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268601&qs=pros-and-cons#reviews) Users report **slow performance** at times, which can hinder efficiency during urgent tasks. [(10 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268399&qs=pros-and-cons#reviews) Users find the **outdated design** of QQCatalyst unappealing, feeling it lags behind modern platforms in usability. [(8 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268117&qs=pros-and-cons#reviews) Users are frustrated with the **poor reporting** capabilities of QQCatalyst, finding the tools too basic for their needs. [(8 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268673&qs=pros-and-cons#reviews) Users find the **lack of user-friendliness** in QQCatalyst's setup and navigation frustrating, complicating their experience. [(7 mentions)](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=2092168&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of QQCatalyst ##### 1. Ease of Use Users praise the **ease of use** of QQCatalyst, enjoying its convenient navigation and efficient quote management. [ See 87 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268309&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "QQ Catalyst agency management system" What do you like about QQCatalyst? simple to use, rather intuitive - I was able to figure out how to do things within the software with no real training per se. has some good features. ![Camryn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camryn R.") CR Camryn R. Small-Business (50 or fewer emp.) 5.0/5 "Essential for Insurance Agencies, With Room for Mailroom Improvement" What do you like about QQCatalyst? 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 a ##### 2. Organization Users highly value QQCatalyst for its **exceptional organization** , significantly improving efficiency and streamlining insurance operations. [ See 31 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268361&qs=pros-and-cons#reviews) See Related User Reviews ![Camryn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camryn R.") CR Camryn R. Small-Business (50 or fewer emp.) 5.0/5 "Essential for Insurance Agencies, With Room for Mailroom Improvement" What do you like about QQCatalyst? 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 a ![Justin B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Justin B.") JB Justin B. Small-Business (50 or fewer emp.) 5.0/5 "Great Option for Insurance Agency" What do you like about QQCatalyst? It has all the options that you need to get your client's info and files stored and aligned in centralized place. Saves a lot of time having everythin ##### 3. Simple Users find QQCatalyst to be a **simple and easy-to-use tool** that excels in functionality and efficiency. [ See 24 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268438&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "QQ Catalyst agency management system" What do you like about QQCatalyst? simple to use, rather intuitive - I was able to figure out how to do things within the software with no real training per se. has some good features. ![Camryn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camryn R.") CR Camryn R. Small-Business (50 or fewer emp.) 5.0/5 "Essential for Insurance Agencies, With Room for Mailroom Improvement" What do you like about QQCatalyst? 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 a ##### 4. Features Users value the **ease of navigation** and comprehensive tools in QQCatalyst, enhancing their information management experience. [ See 21 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268301&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 3.5/5 "QQ Catalyst agency management system" What do you like about QQCatalyst? simple to use, rather intuitive - I was able to figure out how to do things within the software with no real training per se. has some good features. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "QQ Catalyst: Easy to Use Invoicing and Searchable Notes" What do you like about QQCatalyst? QQ Catalyst is very easy to use and has a large variety of functions. Being able to assign tasks to other agents at my office that can be set far in t ##### 5. Data Management Users appreciate the **easy data management** of QQCatalyst, making agency organization and client information storage seamless. [ See 20 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268090&qs=pros-and-cons#reviews) See Related User Reviews ![Camryn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camryn R.") CR Camryn R. Small-Business (50 or fewer emp.) 5.0/5 "Essential for Insurance Agencies, With Room for Mailroom Improvement" What do you like about QQCatalyst? 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 a ![Nikki W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikki W.") NW Nikki W. Small-Business (50 or fewer emp.) 5.0/5 "The Simplest Tool for Managing Insurance Policies" What do you like 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 t ### 5 Cons or Disadvantages of QQCatalyst ##### 1. Download Issues Users face **download issues** , experiencing difficulties in processing and occasional data loss during downloads. [ See 14 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268601&qs=pros-and-cons#reviews) See Related User Reviews ![Sandra M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sandra M.") SM Sandra M. Small-Business (50 or fewer emp.) 4.0/5 "USER FRIENDLY" What do you dislike about QQCatalyst? THE DOWNLOADS NEEDS TO BE IMPROVED BY DOWNLOADING THE INFORMATION FROM THE OTHER COMPANIES WE ARE USING ![Matt S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matt S.") MS Matt S. Small-Business (50 or fewer emp.) 4.0/5 "Effective for Agency Management with Room for Improvement" What do you dislike about QQCatalyst? The download process could be improved, as it was somewhat difficult due to the way downloads were processed on the old system. ##### 2. Slow Performance Users report **slow performance** at times, which can hinder efficiency during urgent tasks. [ See 10 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268399&qs=pros-and-cons#reviews) See Related User Reviews ![Sam P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sam P.") SP Sam P. Small-Business (50 or fewer emp.) 5.0/5 "QQCatalyst Keeps Our Agency Organized with Time-Saving Workflows and Automation" What do you dislike about QQCatalyst? One thing I dislike about QQCatalyst is that certain parts of the system feel outdated and slower than they should be, especially when switching betwe ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "Easy to use" What do you dislike about QQCatalyst? Sometimes it is slow from time to time and when we are in a rush it slows us down. ##### 3. Outdated Design Users find the **outdated design** of QQCatalyst unappealing, feeling it lags behind modern platforms in usability. [ See 8 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268117&qs=pros-and-cons#reviews) See Related User Reviews ![marianne p.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "marianne p.") MP marianne p. Small-Business (50 or fewer emp.) 4.0/5 "The good, the bad and the ugly" What do you dislike about QQCatalyst? Not an agency friendly contract. Terms are excessively filled with legalese not in step with the staffing challenges in the US. If the software was ![Michelle M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle M.") MM Michelle M. Small-Business (50 or fewer emp.) 5.0/5 "Essential Management Tool with Anticipated Upgrades" What do you dislike about QQCatalyst? I think the system is a little bit antiquated, but we do know there are updates coming that will make the user experience much better. ##### 4. Poor Reporting Users are frustrated with the **poor reporting** capabilities of QQCatalyst, finding the tools too basic for their needs. [ See 8 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=1268673&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "User Friendly" What do you dislike about QQCatalyst? I wish there was a better and easier way to pull reports AD Andrea D. 4.0/5 "Essential for Insurance Management, Needs Smoother Integrations" What do you dislike about QQCatalyst? I wish that the reporting was better. I wish that I could create more - and better - reports. I know a lot about databases and I know how to create re ##### 5. Lack of User-Friendliness Users find the **lack of user-friendliness** in QQCatalyst's setup and navigation frustrating, complicating their experience. [ See 7 mentions ](https://www.g2.com/products/qqcatalyst/reviews?filters%5Bsentiment_snippet%5D=2092168&qs=pros-and-cons#reviews) See Related User Reviews SW Shawnnessy W. Small-Business (50 or fewer emp.) 5.0/5 "Super Friendly, Helpful Support Team" What do you dislike about QQCatalyst? Would like it to be a little more user friendly in the customer file setup and navigation. ![Rob K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rob K.") RK Rob K. Small-Business (50 or fewer emp.) 4.5/5 "Comprehensive CRM with a Slight Learning Curve" What do you dislike about QQCatalyst? It could be a little more user friendly. RC Ralph C. Benefits Advisor Small-Business (50 or fewer emp.) 6/16/2026 "Easy-to-Navigate Cloud Platform with Strong Automation, Integrations, and Reporting" 5/5 What do you like best about QQCatalyst? The interface is generally easy to navigate, and the cloud-based design allows users to access information from virtually anywhere. I also liked the ability to track customer interactions, manage renewals, and automate routine tasks, which can improve efficiency and help agencies stay organized. Another advantage is its integration with other Vertafore products and insurance carrier systems, making it easier to manage policies and client information in one place. The reporting features provide useful insights into agency performance, sales activity, and customer retention. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? On the downside, some users may find the system has a learning curve when first implementing it, especially if they are transitioning from another agency management platform. Customization options can also be somewhat limited compared to larger enterprise CRM systems. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? The biggest problem it helps us with is client management and follow-up. It benefits us by keeping us on track with our clients and making it easier to stay consistent with follow-ups. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-12966718/official_response/edit) Thank you for your review, Ralph! We're thrilled to hear that QQCatalyst is helping you with client management and follow-up, ultimately improving consistency and efficiency in your agency. We understand that transitioning to a new system can present challenges, and we are committed to providing resources to support a smooth implementation process. We appreciate your review and look forward to continuing our partnership. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Small-Business (50 or fewer emp.) 7/9/2025 "Reliable AMS!" 4/5 What do you like best about QQCatalyst? As someone who has used QQCatalyst for over four years, both as a user and now as an agency owner, I appreciate how comprehensive it is. It enables my team to manage both personal and commercial lines efficiently, and I appreciate the way it keeps client information organized and easily accessible. It's user-friendly once you understand its layout! The report-building feature is also useful for tracking renewals, pending tasks, and sales. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? Some parts of the system feel a bit outdated or "old school" in terms of layout and navigation. There’s a learning curve when training new employees, and certain functions (like document organization) could be more modern or intuitive. I’ve never used another AMS to compare directly, but I do feel that while QQ gets the job done, there’s room for improvement. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? QQCatalyst helps streamline my agency’s daily operations by keeping client data, policies, and documents centralized and accessible. It reduces the need for back-and-forth between spreadsheets or paper files, which saves time and helps avoid errors. It also helps with task tracking, renewal reminders. As an agency owner, it gives me more visibility into what my team is working on and helps us stay organized as we grow. Review collected by and hosted on G2.com. Show More Response from Lisa Landes of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-11379764/official_response/edit) We're glad to hear that QQCatalyst is serving as a comprehensive and user-friendly system for your team! We appreciate your review and look forward to continuing our partnership. 6/12/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AM Anne M. Agency Partner Small-Business (50 or fewer emp.) 7/17/2026 "Straightforward AMS with Perfect Agency Zoom Integration and Top-Notch Support" 5/5 What do you like best about QQCatalyst? So much easier to use than our previous AMS. It's pretty straightforward and the integration with Agency Zoom is perfect. Vertafore's support is one of the best in the insurance industry across the board. I wish it were a bit cheaper like everything; I hope this last price increase was the last one for a while. For now it's worth it. I wish it were a bit cheaper like everything; I hope this last price increase was the last one for a while. For now it's worth it. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? Reporting features and email tools are not my favorite. They could be easily fixed. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? Integration with Agency Zoom and the ability to build ACORD/COIs easily are what we like. Housing all of our customer files and easily downloading emails into their file as well. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-13123527/official_response/edit) Thanks for you review of QQCatalyst, Anne. It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We appreciate your review and look forward to continuing our partnership. Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 2/27/2026 "QQCatalyst: Easy to Use, Efficient, and Well-Integrated for Organized Client Management" 5/5 What do you like best about QQCatalyst? What I like best about QQCatalyst is its ease of use and smooth implementation. It’s simple to navigate, didn’t take long to get comfortable with, and we use it every day without issues. It offers the right number of features without feeling overwhelming, integrates well with other platforms, and customer support has been reliable whenever we’ve needed assistance. Overall, it keeps our client and policy management organized and efficient. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? One downside of QQCatalyst is that some processes can feel a bit manual and time-consuming, especially when it comes to updating records or running certain reports. At times, the system can be slightly slow, and customizing reports or workflows isn’t always as flexible as I’d like. While it has strong core features, there’s definitely room for improvement in automation and overall speed. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? QQCatalyst is solving the problem of disorganized client and policy management. Instead of tracking information across spreadsheets, emails, and different systems, everything is centralized in one place. It helps streamline daily workflows by keeping client details, policy information, documents, and activities organized and easy to access. This reduces errors, saves time, and improves follow-ups. Overall, it benefits us by increasing efficiency, improving team collaboration, and making it easier to manage a high volume of accounts without things slipping through the cracks. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-12415868/official_response/edit) Thanks for your review of QQCatalyst. 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 feedback on automation and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   7/17/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Madison H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Madison H.") MH Madison H. Agent/Office Admin Small-Business (50 or fewer emp.) 7/13/2026 "Outdated, slow, lack of customization" 2.5/5 What do you like best about QQCatalyst? It has pre-populated forms based on information input to a policy. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? QQ’s UI feels outdated, and there’s a lack of customizability across invoicing, policy proposals, and tasks. I also wish there were a way to create task templates. It often takes a long time for items to populate (for example, customer search). Invoices are assigned a number, but you can’t search by that number. Another frustration is not being able to see an entire file title because you can’t adjust the width of the fields for files under Customers. Overall, it has the potential to be great, but right now it only does the bare minimum. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? It helps keep our customers and files organized. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-13096619/official_response/edit) Thank you for your feedback, Madison. We understand your frustrations and will take your input into consideration for future updates. We value your business and aim to provide the best experience possible. If there is anything we can do to assist in the meantime, please do not hesitate to reach our support line at 1.800.444.4813. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Damon R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Damon R.") DR Damon R. Small-Business (50 or fewer emp.) 7/14/2026 "Streamlined Client Management with Ease of Use" 3.5/5 What do you like best about QQCatalyst? I like the ease of use with QQCatalyst; it allows us to train employees fairly quickly. QQCatalyst met our need for something less complex and more efficient to use. We are able to use the reports better, as the reporting system and the dashboard with widget are better. Also, it connected with Ivans better than what we were using before. The initial setup was pretty easy too. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? There are a few areas that I would like to see improved. For instance, integrations with some other VoIP software would be nice. It's not just one VoIP, Twilio. So we could connect our own VoIP to it through RingCentral. I would like to see the ability to add sub folders with in folders as well. for example Auto (auto support docs inside a folder and auto application inside). Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? QQCatalyst centralizes our clients and their documents into one database. It's easy to use, helps us train employees quickly, offers better reports, and improves efficiency with fewer layers and better Ivan's integration. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-13108123/official_response/edit) Thank you for taking the time to share your experience with QQCatalyst! 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.   Validated ReviewerIncentivizedSource: Seller invite ![Misty K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Misty K.") MK Misty K. Program Manager Small-Business (50 or fewer emp.) 7/14/2026 "Streamlined Insurance Management, Needs Better Financial Tools" 4/5 What do you like best about QQCatalyst? I really like the ease of doing business with QQCatalyst. It's easy to sign in and access any of my documents, and the more information I put in at the beginning, the easier the system is to use. When I'm doing Accords, whether it's the Accord applications or my certificates, it grabs the information from what I put in, which is super convenient because I don't have to input it repetitively later. The onboarding process was great too, thanks to Noah, who was extremely available and helpful in guiding me through the setup, making everything straightforward. The support was prompt and effective, which made things much easier. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? The only thing I'm missing in QQCatalyst is probably the finance portion. It would be really nice to invoice directly from QQCatalyst instead of going to QuickBooks. It'd also be great to note payments and commissions received for easy reporting. It might be a lack of education on my part, and I should look into it more. But to my knowledge, the finance part is the hardest for me since I have to use QuickBooks alongside QQCatalyst because it can't do what I need it to do. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? I use QQCatalyst to store all my insurance information in one place, avoiding email searches and PDF fillers, and manage certificates and policy renewals efficiently. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-13108092/official_response/edit) Thank you for your review, Misty! We appreciate your feedback on incorporating finance capabilities into QQCatalyst and will take your input into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   Validated ReviewerIncentivizedSource: Seller invite ![William P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "William P.") WP William P. Owner Small-Business (50 or fewer emp.) 11/20/2025 "Efficient Automation and Easy Use with QQCatalyst" 5/5 What do you like best about QQCatalyst? I like the ease of operation of QQCatalyst, as it allows me to adopt it quickly, reduce the learning curve, and gain efficiency from day one. I also appreciate that it is constantly updated, which keeps me up to date with improvements and regulatory changes effortlessly. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? I think the report selections could be improved. There should be more variety or they should give the option to customize the reports one needs. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? I automate and optimize my financial processes, reduce manual tasks and errors, and save operational time. I centralize information in real-time, improve reconciliations, comply with regulations, and scale operations without increasing resources. The updates keep me up to date with improvements and regulatory changes. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-11985522/official_response/edit) Thank you for being a loyal user of QQCatalyst, William. It's our goal to provide an exceptional user experience, so we're glad to hear you find it so easy to use. We appreciate your review and look forward to continuing our partnership. 7/13/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of sellerAI Translated ![Andrew R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew R.") AR Andrew R. Managing Agent Small-Business (50 or fewer emp.) 6/24/2026 "Easy, Fast Access to Detailed Customer and Carrier Data Tracking" 4.5/5 What do you like best about QQCatalyst? My favorite thing about QQ is the ability to enter and track a huge amount of data from customer information to carrier info, commissions, fees, and individual customer information. I find that it's very easy to find what I need quickly. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? I don't like that some data doesn't download directly from the carriers. I also don't like that to quote with carriers, there doesn't seem a way to link to that carrier and save user credentials in QQ. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? QQ is helping us keep our customer information organized and secure. We can quickly find the information we need through the search function. It's also the solution to keeping all production and renewal data in one place where it can be easily obtained. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-13023370/official_response/edit) Thank you for your review of QQCatalyst, Andrew! We're glad to hear that you find our platform easy to use and that it helps you track a large amount of data efficiently. We're happy to be a part of your business and appreciate your feedback! Current UserValidated ReviewerSource: G2 invite on behalf of seller ![Joanne H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joanne H.") JH Joanne H. Small-Business (50 or fewer emp.) 6/24/2026 "Easy CRM with Effective Communication Integration" 4/5 What do you like best about QQCatalyst? I find QQCatalyst very easy to use, which is great for learning more about the product every day and also makes it simple to teach new employees how to use it. Integrating it with our email and texting works very well, ensuring consistency in the customer's profile with communications. It's valuable because all emails and text messages are directly tied to the customer's profile, providing all of the information we need when speaking to the customer. Onboarding new agents has gone smoothly because the current agents demonstrate live functionality, making on-the-job training very effective. New agents acclimate to using QQCatalyst pretty quickly. Review collected by and hosted on G2.com. What do you dislike about QQCatalyst? I would like QQCatalyst to prompt the insurance agent if they want to leave a note in a customer's profile. Often, the insurance agent accesses the profile, reviews information, but they forget to enter their notes. If there was a prompt, that would be extremely beneficial. Review collected by and hosted on G2.com. What problems is QQCatalyst solving and how is that benefiting you? I use QQCatalyst to track customer activity, profiles, policies, and pending customers. It's easy to use and teach to new employees. Integrates well with email and texting, maintaining consistency in customer communication and keeping all information in front of us. Review collected by and hosted on G2.com. Show More Response from Nate McKissick of QQCatalyst [Editedit](https://www.g2.com/survey_responses/qqcatalyst-review-13019892/official_response/edit) Thank you for your review, Joanne! It's great to hear that QQCatalyst is helping you track customer activity and profiles effectively. 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