--- title: QQCatalyst Reviews meta_title: 'QQCatalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 666 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: 666 scale: '5' date_modified: '2026-07-21' 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:** 666 ## 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. 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. ### 2. 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! ### 3. 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! ### 4. Easy to Navigate, but Some Features Like Proposals Need Clearer Guidance **Rating:** 3.5/5.0 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?** Simple format and easy to navigate to where you want to go. **What do you dislike about QQCatalyst?** It is not super clear as to how you do certain functions such as creating a proposal. **What problems is QQCatalyst solving and how is that benefiting you?** QQ helps me keep all my client data in one place, which makes it much easier to stay organized. **Official Response from Nate McKissick:** > Thank you for your feedback! We're glad to hear that you find QQCatalyst easy to navigate. We understand the importance of clear guidance for all features and will take your feedback into consideration for future updates. We value your business and aim to provide the best experience possible. ### 5. Easy, Pleasant Experience for Entering Information **Rating:** 4.5/5.0 stars **Reviewed by:** Philip P. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** Nice to work and input information. Straight and simple. **What do you dislike about QQCatalyst?** No comment on any dislike and or issue that I have encountered. **What problems is QQCatalyst solving and how is that benefiting you?** I can edit and adjust minor mistakes of inputting information of clients. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Philip! It's our goal to provide an exceptional customer experience, so we're glad to hear you find it so easy to use. We appreciate your feedback and look forward to continuing our partnership! ### 6. QQCatalyst has streamlined our agency’s workflow and made client management much more efficient. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about QQCatalyst?** At Liberty Bell Insurance, QQCatalyst has become an essential part of our daily operations. The platform’s cloud-based accessibility allows our team to manage policies, clients, and renewals from anywhere, which has been a huge time-saver. Its automation and carrier integrations streamline workflows and reduce manual errors, making it much easier to stay organized. We’ve found QQCatalyst intuitive, reliable, and ideal for independent agencies that want efficiency without sacrificing service quality. It’s a strong choice for growing agencies looking to modernize and scale smoothly. **What do you dislike about QQCatalyst?** While QQCatalyst is reliable and easy to use, the reporting tools could be more customizable, and the system can feel a bit slow during peak hours. Customer support is helpful but sometimes takes time to respond on complex issues. **What problems is QQCatalyst solving and how is that benefiting you?** Overall, QQCatalyst has streamlined our agency’s workflow and made client management much more efficient. **Official Response from Nate McKissick:** > Thank you for being a loyal user of QQCatalyst! We understand the importance of customizable reporting tools and system performance, and your input is very important to us. We appreciate your review and look forward to continuing our partnership. ### 7. Clarity and Ease with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel P. **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst to be a great experience, particularly for managing customer relations and policy management in the insurance sector. I appreciate the clarity the system provides; everything is very clear, which simplifies my workflow significantly. The clear view on policy coverage is especially beneficial, offering me visibility and ease of access to essential information. Compared to our previous system, Advisers, I find QQCatalyst to be clearer and easier to work with, making it a more efficient tool for my tasks. This clear and easy-to-navigate interface has enhanced my productivity, and I am highly likely to recommend QQCatalyst to others. **What do you dislike about QQCatalyst?** nothing **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for clear customer relations and policy management operations, offering an easy-to-understand interface. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Rachel! It's fantastic to know that QQCatalyst helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 8. QQ Brings Simplicity and Consistency to Our Workflow **Rating:** 5.0/5.0 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?** My favorite part about QQ is how it has helped with our workflow, creating simplicity and consistency. **What do you dislike about QQCatalyst?** I don't like that some of the MGA and companies aren't in the system. **What problems is QQCatalyst solving and how is that benefiting you?** Using the acord forms has greatly improved. Love having certain tools available when completing a form. **Official Response from Nate McKissick:** > Thank you for your feedback of QQCatalyst! We're glad to hear that our product has brought simplicity and consistency to your workflow. We're happy to be a part of your business and appreciate your input! ### 9. Super Friendly, Helpful Support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Shawnnessy W. | Owner-Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** Support staff are super friendly and very helpful. **What do you dislike about QQCatalyst?** Would like it to be a little more user friendly in the customer file setup and navigation. **What problems is QQCatalyst solving and how is that benefiting you?** Agency management system. Access to acord forms. **Official Response from Nate McKissick:** > Hello, Shawnnessy! Thank you for your review of QQCatalyst. We understand the importance of a user-friendly system and will take your input into consideration for future updates. We're happy to be a part of your business and appreciate your feedback! ### 10. User-Friendly and Essential for Insurance Agencies, But Costly for Growing Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Nealofar M. | Population Health Coordinator , Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2026 **What do you like best about QQCatalyst?** QQCatalyst is very user-friendly and helps keep our team organized. The initial setup was very easy. **What do you dislike about QQCatalyst?** I wish we could have more users without the added expense. It would be great if it were more cost-friendly for growing teams. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for keeping track of business policies and renewals in our insurance agency. It's very user-friendly and helps keep our team organized. **Official Response from Nate McKissick:** > We appreciate your feedback on QQCatalyst, Nealofar! It's our goal to provide an exceptional user experience, so we're glad to hear you find our software easy to use. We're happy to be a part of your business and appreciate your review! ### 11. Effortless Agency Management, Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony C. **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst extremely easy to use, which is a significant advantage for managing my agency. The website setup is particularly user-friendly, making it straightforward to navigate and manage client information efficiently. The initial setup was also very easy, which ensured a smooth transition and minimal downtime. Overall, the ease of use and intuitive design of QQCatalyst positively contribute to my workflow, simplifying the management processes significantly. **What do you dislike about QQCatalyst?** I find setting up all things commission-related on QQCatalyst challenging. It seems like this aspect could be more intuitive or better documented, making it easier to manage commissions efficiently. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to manage client information effortlessly. Its user-friendly website setup makes my agency management easy and efficient. **Official Response from Nate McKissick:** > Hello, Anthony. Thank you for your feedback! We're thrilled to hear that QQCatalyst works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 12. Streamlined Document Management, Needs Better Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Carla M. | Commercial Specialist **Reviewed Date:** January 29, 2026 **What do you like best about QQCatalyst?** I like QQCatalyst for the record keeping. Being able to keep all documentation and forms in the files is valuable to me. The initial setup was very easy for my team, which made the transition from paperless or paper files to QQCatalyst smooth. **What do you dislike about QQCatalyst?** The reporting features. May need more training on my end. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst solves the problem of filling out accord forms by making them prefillable. It enhances record keeping by allowing me to keep all documentation and forms in the files. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Carla! We're glad to hear that you find our software valuable for record keeping, and that the initial setup was smooth for your team. We value your opinion and appreciate you taking the time to share your experience. ### 13. Effortless Setup, Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Jose D. **Reviewed Date:** February 10, 2026 **What do you like best about QQCatalyst?** I like QQCatalyst for its organized way to create, gather, and visualize information from our clients. I also appreciate their customer service and found the initial setup to be extremely easy. **What do you dislike about QQCatalyst?** I don't think the interface and marketing aspects are very user-friendly. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for organizing our insurance client's database, helping us manage information and communications effectively. It's great for creating, gathering, and visualizing client information in an organized way, improving our overall efficiency. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Jose. We value your opinion and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.   ### 14. Client Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly D. | Insurance Agent/Executive Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** User friendly. Text features, easy to email clients and attach files. **What do you dislike about QQCatalyst?** Mass Marketing was flagged as SPAM for us. **What problems is QQCatalyst solving and how is that benefiting you?** time management. QQ makes it easy to manage client accounts. **Official Response from Nate McKissick:** > Hello, Kelly! We're delighted that QQCatalyst has met your expectations. We value your business and aim to provide the best experience possible. Please don’t hesitate to reach out if you need anything in the future.   ### 15. Efficient and Clear for Insurance Needs **Rating:** 5.0/5.0 stars **Reviewed by:** sara l. **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** I really appreciate how QQCatalyst sorts everything neatly, which significantly organizes my insurance business operations. The speed of QQCatalyst is another major benefit; it ensures that tasks are completed swiftly, minimizing wait times and increasing overall efficiency. This fast performance, combined with system clarity, means that everything is processed more swiftly and accurately. Moreover, I feel very confident with the overall functionality as I mentioned that everything is great with QQCatalyst, which speaks volumes about my satisfaction. My confidence in the product is evident by my high likelihood to recommend QQCatalyst to others with a score of 10. **What do you dislike about QQCatalyst?** nothing **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst organizes everything neatly, enhancing clarity and speed in my insurance business operations. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Sara! We're thrilled to hear that QQCatalyst is so easy for you to use. We genuinely care for our customers and are delighted to know that our dedication shows. Please don’t hesitate to reach out if you need anything in the future.   ### 16. Effortless Agency Management with Room for AI Enhancement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** I really like the ease of use of QQCatalyst. Using the system is not complicated, and it is relatively self-explanatory. Setting it up was very easy, which has made managing it straightforward. **What do you dislike about QQCatalyst?** I would like to see more AI integrations. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me stay organized with my clients and their policies. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our product easy to use. Please don’t hesitate to reach out if you need anything in the future. ### 17. User-Friendly and Intuitive—Simplifies Policy Management and Renewals **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer Z. | Insurance Account Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about QQCatalyst?** What I like best about QQCatalyst is how user-friendly and intuitive it is. It makes managing policies, tracking renewals, and staying on top of client details so much simpler, which saves me time and reduces mistakes. **What do you dislike about QQCatalyst?** I dislike nothing about QQCATALYST I love everything about it **What problems is QQCatalyst solving and how is that benefiting you?** managing policies, tracking renewals, and staying on top of client details **Official Response from Nate McKissick:** > Thank you so much for your kind words, Jennifer! It's fantastic to know that QQCatalyst helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 18. Easy to Use, with a Support Team That’s Great to Work With **Rating:** 4.0/5.0 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?** It’s very easy to use, and the support team is just as easy to work with. **What do you dislike about QQCatalyst?** I do not think that there are any downsides to using QQ **What problems is QQCatalyst solving and how is that benefiting you?** They make things easy by providing a declaration sheet for us. **Official Response from Nate McKissick:** > We're delighted that QQCatalyst has met your expectations. We value your opinion and appreciate you taking the time to share your experience. Your satisfaction is our top priority. ### 19. Great AMS for New Agencies with Commercial Lines **Rating:** 4.5/5.0 stars **Reviewed by:** Jin S. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** Clean UI, carrier download enabled, generates ACORDs, certificate management is easy and intuitive, email templates are great, and it integrates with other important software we use like docusign, agencyzoom, quickbooks. Supports commercial lines much better than comparative AMS software. It has basic agency accounting and commission reconciliation, which works well once you figure it out. Great reporting functionality. Supports MFA for extra security. Overall, it's easy to use, and the agency staff use it daily. **What do you dislike about QQCatalyst?** A lot of data doesn't populate to ACORD forms from policies. The proposal looks dated and is not customizeable other than adding a logo and basic agent/agency info. Training support, webinars are outdated. Accounting features and commissions are difficult to figure out without outside help. **What problems is QQCatalyst solving and how is that benefiting you?** Client data is the most valuable asset for agencies, and QQCatalyst greatly helps agencies organize and manage this data. **Official Response from Nate McKissick:** > Hi, Jin. 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 it easy to use. Please don’t hesitate to reach out if you need anything in the future.   ### 20. QQCatalyst has so many great features and is easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Noslen G. | Customer Service, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about QQCatalyst?** There are so many great features. I really appreciate being able to text and email clients, as well as view upcoming renewals. Having all my clients organized in one place makes it much easier to find them when I need to. **What do you dislike about QQCatalyst?** There isn't much to criticize; everything is excellent. While the price is on the higher side, I believe it is justified. **What problems is QQCatalyst solving and how is that benefiting you?** I appreciate being able to text reminders to clients and manage renewals efficiently. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Noslen! We're glad to hear that you find our product easy to use. Your satisfaction is our top priority. Reviews like this make us excited to come to work each day! ### 21. Fantastic Management Program **Rating:** 5.0/5.0 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?** Very user friendly. Best Management program I have used in a long time. I really enjoy using QQ. **What do you dislike about QQCatalyst?** No Dislikes at all. I love using QQ Catalyst **What problems is QQCatalyst solving and how is that benefiting you?** They helped me set up my Email. But there were not any problems. Fantastic Management Program. **Official Response from Nate McKissick:** > Thank you for being a loyal user of QQCatalyst! We're thrilled to hear that it works so well for your agency. Please don’t hesitate to reach out if you need anything in the future. ### 22. Easy, Intuitive Agency Management System with Great Value **Rating:** 4.5/5.0 stars **Reviewed by:** Arthur J. | Previous Agency owner/Now a agency producer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about QQCatalyst?** It's a great agency management system, especially for personal lines and small commercial account. Easy to use, intuitive system and for the money the best system out there. The company is always invested in improving the system for users. **What do you dislike about QQCatalyst?** Large complicated commercial accounts can be challenging but the system can support it. Commercial accounts with brokers sometimes can a be issue from a down loading standpoint. **What problems is QQCatalyst solving and how is that benefiting you?** QQ Catalyst has been very responsive to issues **Official Response from Nate McKissick:** > Hi, Athur! Thanks for your feedback. We're thrilled to hear that QQCatalyst works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 23. Efficient Client Management, Needs Search Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Carolyn C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** I like that QQCatalyst makes it easy to find information. I also appreciate the renewal adjustment feature because it lets me see whose premiums increased and by how much. **What do you dislike about QQCatalyst?** I find the search feature problematic. **What problems is QQCatalyst solving and how is that benefiting you?** I can easily find client and policy information. QQCatalyst's renewal adjustment helps by showing whose premiums increased and by how much. **Official Response from Nate McKissick:** > Hello, Carolyn! We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority. 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.   ### 24. Simple, Easy-to-Use CRM Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** Not very complex, easy to use and new tools are introduced **What do you dislike about QQCatalyst?** It’s missing some of the functionality that is offered to other vertafore CRMs **What problems is QQCatalyst solving and how is that benefiting you?** They are improving the dashboard interface with faster solutions **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Ryan! We value your opinion and appreciate you taking the time to share your experience. We appreciate your review and look forward to continuing our partnership. ### 25. Good management sytem and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Chris B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** QQ Catalyst features an attractive user interface that is straightforward to use, making it easy to train new employees. The reporting tools are helpful, and I appreciate the option to create custom reports. Navigating customer files is simple, as they are organized in a clear and accessible manner. Company downloads also function smoothly. **What do you dislike about QQCatalyst?** The absence of a Zapier interface is noticeable, and the commission reconciliation process still needs considerable enhancement. Additionally, integration with AgencyZoom could be better. **What problems is QQCatalyst solving and how is that benefiting you?** It maintains customer files without any issues and allows company downloads to ensure everything stays up to date. **Official Response from Nate McKissick:** > Hi, Chris. We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority. We value your opinion and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.   ### 26. Efficient, User-Friendly, and Highly Recommendable **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley N. **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** I love how easy it is to navigate QQCatalyst, making the entry and management of client information and policies straightforward and efficient for me. The chat feature is fantastic, as it enhances communication and provides easy assistance when needed. The initial setup was incredibly simple and quick, saving me time and effort. I am thrilled with the service, as evidenced by the fact that I would highly recommend QQCatalyst to others, rating it a perfect 10 for recommendation. **What do you dislike about QQCatalyst?** nothing. No issues with the program. **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst makes inputting data easy and efficient, and appreciate its user-friendly navigation and chat feature. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Ashley! It's our goal to provide an exceptional customer experience, so we're glad to hear you find QQCatalyst so easy to use. Reviews like this make us excited to come to work each day! ### 27. Simple design with a few shortcomings **Rating:** 4.0/5.0 stars **Reviewed by:** Colby C. | Office Manager/Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** QQ Catalyst is very easy to use and learn. Everything is easy to find. **What do you dislike about QQCatalyst?** I wish QQ Catalyst had built in accounting. **What problems is QQCatalyst solving and how is that benefiting you?** QQ Catalyst keeps everything in one spot for our agency. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Colby. We value your opinion and strive to improve based on your suggestions. ### 28. Effortless CRM with Intuitive Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Chase P. **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I appreciate QQCatalyst for its ease of use, which significantly enhances my experience by making complex tasks more manageable. The intuitive nature of the software means I can quickly navigate the CRM functionalities without any hassle. I find the renewal reports feature especially valuable because it simplifies the process of monitoring renewals, saving me the time and effort of checking each individual carrier. Additionally, setting up QQCatalyst was remarkably easy, which facilitated a smooth transition and integration into our workflow. **What do you dislike about QQCatalyst?** Nothing **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst organizes our CRM efficiently, simplifying renewal reports and making it easy to use, even though downloads require correct setup. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Chase! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. Reviews like this make us excited to come to work each day! ### 29. Easy Anywhere Access to All Our Info **Rating:** 4.0/5.0 stars **Reviewed by:** Lynda K. | Insurance Producer and office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about QQCatalyst?** All our information is contained in one place and easy access wherever we are **What do you dislike about QQCatalyst?** mailroom is too small and not user friendly **What problems is QQCatalyst solving and how is that benefiting you?** Having one place to access all client info **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Lynda. We appreciate your feedback on the mailroom feature and strive to improve based on your suggestions. We value your business and aim to provide the best experience possible. ### 30. Organized, but Sometimes Slow to Load **Rating:** 3.5/5.0 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 option of text messages. very organized the downloads options **What do you dislike about QQCatalyst?** not always is as fast. sometimes loads slow. **What problems is QQCatalyst solving and how is that benefiting you?** is makes us clear ### 31. A great product that could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Shannon A. | Agent and Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** It makes keeping up with tasks and customers easy **What do you dislike about QQCatalyst?** Updates sometimes make things harder or takes more time to do. Also dislike that there is no way to personalize the receipts more. We would like to add a QR code for reviews and change to Thank you for your business to different seasonal options **What problems is QQCatalyst solving and how is that benefiting you?** Helping me stay organized and on task **Official Response from Nate McKissick:** > Thank you for your feedback, Shannon. Your input is essential in shaping QQCatalyst. Our team is always working on enhancing our software based on user input. ### 32. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about QQCatalyst?** This is the most user friendly program! When i was hired at the agency, they were using QQCatalyst and I was worried about learning a new program. I was able to teach myself and master it within 2 weeks! **What do you dislike about QQCatalyst?** I wish there was a better and easier way to pull reports **What problems is QQCatalyst solving and how is that benefiting you?** Non at the moment **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We understand your frustration around pulling reports. We are grateful for your input and look forward to continuing our partnership. ### 33. Easy to Use with Great Customer Support **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 use. The customer/agent support is great! **What do you dislike about QQCatalyst?** I wish once a policy was sold in AZ, that it would go directly to a policy in QQ. Currently, we have to go in and "issue" the policy. **What problems is QQCatalyst solving and how is that benefiting you?** QQ is helping us keep everything in one place! **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst! We value your opinion and strive to improve based on your suggestions. ### 34. Easy to Use with Excellent File Organization **Rating:** 5.0/5.0 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?** Ease of use and organization ability for files **What do you dislike about QQCatalyst?** Some functions are not working for me. I will call support to address. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for my clients at an insurance agency with most of my clients being commercial insurance. Easy to create and sign Acord forms. **Official Response from Nate McKissick:** > Thank you for your feedback on QQCatalyst. 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. ### 35. Easy to use for Personal Accounts, but Commercial needs Improvement **Rating:** 3.0/5.0 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?** Easy use of finding personal for personal accounts **What do you dislike about QQCatalyst?** Not useful or easy to use for Commercial accounts **What problems is QQCatalyst solving and how is that benefiting you?** I have no problems being solved **Official Response from Nate McKissick:** > Thank you for your feedback, we are continuously working to improve our software. We appreciate your input and will take it into consideration for future updates. ### 36. Gamechanger **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica T. | Agent and agency admin, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** From automation of tasks like emails and tasks, integration of useful applications we already use like Docusign, QQ Catalyst has been a game changer for our small agency! And its cloud based, so easy access from anywhere. Plus the data management is top notch. Definitely one of the best purchasing decisions we made so far! **What do you dislike about QQCatalyst?** Can't think of anything I truly dislike, the system is very user friendly. I would like to be able to run a report of deleted items and tasks for compliance purposes, but have been told that is being added soon **What problems is QQCatalyst solving and how is that benefiting you?** Data management and storage. Easy ACORDs that prefill data form our client files. QQ Catalyst also simplifies time management and help keep workflows efficent. **Official Response from Nate McKissick:** > Your review made our day, Jessica! It's fantastic to know that QQCatalyst helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback! ### 37. My Experiences With QQCatalyst **Rating:** 4.0/5.0 stars **Reviewed by:** Mufti Jamil A. | Managing Partner, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2018 **What do you like best about QQCatalyst?** It is a good system logging in client in formation. It is simple and easy to use. It's very useful in collecting client information and pre-populating accords. **What do you dislike about QQCatalyst?** It is expensive for the features provided. **Recommendations to others considering QQCatalyst:** This service is works really well if most of your clients have commercial policies. For Personal lines, I have dealt with software this is faster and more user friendly. **What problems is QQCatalyst solving and how is that benefiting you?** It is good to use with commercial clients as you can add many different types of insurance to a clients profile. ### 38. Great program to stay organized, and in touch with customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about QQCatalyst?** It is a convenient way to keep all customer information organized and accessible for everyone in the company. They also offer a really great support team when you are having any issues. I use it every single day! **What do you dislike about QQCatalyst?** I find the email function has some kinks to work out. I have needed tech support a few times for it and it is such a key feature for us. **What problems is QQCatalyst solving and how is that benefiting you?** It keeps all of our customer contact info simplified and organized. Some carriers do not down load to QQ but that is a problem on the carriers end not QQ. It makes customer out reach and keeping in touch and providing them with top service so easy! **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. We value your opinion and strive to improve our software based on your suggestions. ### 39. User-Friendly Interface That Makes Information Management Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Kaori I. | Administrative assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** It's user friendly interface. It's not complicated to use and navigate and it allows you to put as much information as you may need **What do you dislike about QQCatalyst?** system errors, the latest update where reports don't get automatically downloaded. SOmetimes the email option fails **What problems is QQCatalyst solving and how is that benefiting you?** client follow ups, organization. File organization and reminders to follow up on them **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Kaori. We value your opinion and appreciate you taking the time to share your experience. ### 40. Effective Task Management but Reports Need Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Victoria N. **Reviewed Date:** January 27, 2026 **What do you like best about QQCatalyst?** I like the task feature in QQCatalyst. I use my tasks every day to keep policy info current and up-to-date. **What do you dislike about QQCatalyst?** The commission and reports features are very antiquated. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst keeps our files, tasks, and client info in one place. I like the task feature, using it daily to keep policy info current and up to date. **Official Response from Nate McKissick:** > Thank you for leaving a comment, Victoria. Your input is essential in shaping QQCatalyst. We understand the importance of modern features, and will take your feedback into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 41. Indispensable Tool for Our Daily Insurance Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Michel A. | Insurance Agency, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** At Sebanda Insurance, QQCatalyst has become an essential part of our daily operations. **What do you dislike about QQCatalyst?** User interface feels old-fashioned compared to newer platforms. **What problems is QQCatalyst solving and how is that benefiting you?** All client information — quotes, policies, documents, renewal dates, emails — stays in one place. This makes it easier for us to provide fast service to our customers at Sebanda Insurance. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Michel. We appreciate your feedback on the user interface, and we are always working to enhance our software based on input from our customers. Please don’t hesitate to reach out if you need anything in the future.   ### 42. Effective for Agency Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Matt S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** I like the certificates feature in QQCatalyst. **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. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for agency management, mainly for consolidating customer information. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Matt! We value your opinion and strive to improve based on your suggestions. We appreciate your feedback and look forward to continuing our partnership. ### 43. Easy Setup and Intuitive Interface, helpful and knowledgeable support **Rating:** 4.5/5.0 stars **Reviewed by:** Jorge H. | President & General Managing Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2025 **What do you like best about QQCatalyst?** Setting up the product was straightforward and using it has been just as simple. The user interface is intuitive and visually attractive, making the overall experience enjoyable. Vertafore's customer support is first in class, their training is detailed and the company rep's are very knowledgeable and helpful. **What do you dislike about QQCatalyst?** While there is no built-in accounting feature, I found it helpful that there are convenient options for importing data into Quickbooks. **What problems is QQCatalyst solving and how is that benefiting you?** I use this for maintaining customer files and managing document retention at my insurance agency. It helps ensure accurate handling of customer information and file organization. Additionally, it supports the management of renewals and facilitates communication with customers. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Jorge! It's our goal to provide exceptional customer service, so we're glad to hear you had a positive experience. We appreciate your review and look forward to continuing our partnership. ### 44. Effortless Client Management with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Matt D. | Insurance Agent / Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about QQCatalyst?** I use QQCatalyst for Insurance CRM, and I find it easy to use. The initial setup was also easy, which is a huge plus. **What do you dislike about QQCatalyst?** NA **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for organizing clients and notes. It's easy to use. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Matt! We value your opinion and appreciate you taking the time to share your experience. ### 45. Sales Agent **Rating:** 5.0/5.0 stars **Reviewed by:** Franklin M. | sales agent, Enterprise (> 1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about QQCatalyst?** What I like best about QQCatalyst is its intuitive design and user-friendly interface, which makes it easy to navigate even complex tasks. The system is well-organized, allowing quick access to client files, policy details, and document templates, which saves a lot of time on daily administrative work. The automation features, like reminders and email integration, are a real plus, helping ensure follow-ups are timely and nothing slips through the cracks. The reporting tools are also comprehensive, offering valuable insights that aid in business planning and client management. Overall, it’s an efficient and streamlined tool for managing insurance workflows. **What do you dislike about QQCatalyst?** One thing I dislike about QQCatalyst is that it can sometimes feel sluggish, especially when handling large amounts of data or generating reports, which can slow down workflows. The customization options, while useful, feel somewhat limited, especially for more specialized agency needs. Additionally, occasional system glitches or downtime can disrupt productivity, and it would be helpful if there were faster support response times when issues arise. Overall, while it’s a powerful tool, a few performance and flexibility improvements could make it even better. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps streamline agency management by consolidating client information, policy details, and communications into one accessible platform. It solves the problem of disorganized client data and allows for easy tracking of renewals, policy updates, and client communications. This benefits me by saving time, improving accuracy, and enhancing productivity, as I can quickly access all necessary details for clients and policies without searching multiple places. The automation features for reminders and renewals also help prevent missed deadlines, making the process smoother for both me and my clients. **Official Response from Jenny Spear:** > Hi Franklin, Thank you for being a loyal user of QQCatalyst! 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! ### 46. Excellent System for Tracking New Business and Renewals **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** It's a great system! I like how I can see our new business vs. renewal and how it breaks down the number of auto policies vs. home etc. There are so many great features plus it's easy to use! **What do you dislike about QQCatalyst?** Can't say I can think of a downfall at the moment **What problems is QQCatalyst solving and how is that benefiting you?** I used to keep client information in Outlook but with QQ, everything is organized and right in my client's file. One click of a button and everything I need is right there! **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Rebecca! We're happy to be a part of your business and appreciate your feedback! ### 47. Effortless Data Transfer Between Lightspeed and PLrater **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I appreciate how easy it is to transfer information between Lightspeed and PLrater. This functionality makes it much faster to process quotes and client details when helping insured individuals and agents. **What do you dislike about QQCatalyst?** The search feature could use improvement, as it often fails to retrieve policies when searching by address, complex policy numbers, or phone numbers. **What problems is QQCatalyst solving and how is that benefiting you?** QQ makes it much easier to organize clients who have several policies and documents. Additionally, it simplifies communication with insured clients by allowing quick sending of documents and bills. **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. ### 48. Easy to use simple to understan **Rating:** 4.0/5.0 stars **Reviewed by:** Angelica D. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about QQCatalyst?** I like that it is easy to use. Easy to understand and lots of things you can do on it. **What do you dislike about QQCatalyst?** Not that this a QQ issue but more of me issue. There are features that are available that I am not familiar with or know about. **What problems is QQCatalyst solving and how is that benefiting you?** Keeping information organized helping keep track of things that I have done, need to be done, and making task easier. **Official Response from Nate McKissick:** > Hi, Angelica. It's our goal to provide an exceptional user experience, so we're glad to hear you find QQCatalyst easy to use. We're grateful for your input! ### 49. Very Easy to Use for Keeping Client Policies Organized **Rating:** 5.0/5.0 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?** Very easy to use, and keeps all our clients policies organized and easy to use format. **What do you dislike about QQCatalyst?** Wish we could include service notes in QQ **What problems is QQCatalyst solving and how is that benefiting you?** CRM- keeps our client data organized **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. ### 50. Streamlined Updates and Easy Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** victoria@citrusintegrity.com M. | Customer Service Rep and IT, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** Learning how to use the database was straightforward, and I am impressed by the updates that have made everything even more streamlined. **What do you dislike about QQCatalyst?** Interacting with the database through texting can feel awkward. Opening messages and replying to them isn't as straightforward as just clicking and proceeding. Also, we have many emails that are no longer in the database and we are unable to retrieve them due to age. **What problems is QQCatalyst solving and how is that benefiting you?** Our office uses QQCatalyst as our insurance database. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Victoria. We appreciate your feedback on the database feature and strive to improve based on your suggestions. We look forward to continuing our partnership. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+17%3A24%3A45+-0500&secure%5Bsession_id%5D=ad07ca0e-de49-45fb-8dd4-bf0f5060ba81&secure%5Btoken%5D=44f26a49d78c8a7debab390f07aaeb41b073be8b9c27894e3ca7e0881bb9a44a&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 (1,682 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)