--- title: QQCatalyst Reviews meta_title: 'QQCatalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 662 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: 662 scale: '5' date_modified: '2026-07-19' 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:** 662 ## 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. Full Data Visibility Keeps Agency Integrations Under Control. **Rating:** 5.0/5.0 stars **Reviewed by:** Angeles P. | DIRECTOR OF ACCOUNTING, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** The full data helps to keep good control of all agency integration **What do you dislike about QQCatalyst?** the system recognize data only and avoid typo mistakes **What problems is QQCatalyst solving and how is that benefiting you?** distinguish specific data when I search for it ### 2. BEST PLATFORM OVERALL **Rating:** 5.0/5.0 stars **Reviewed by:** jason l. | AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about QQCatalyst?** Having the Text Messages widget right on the dashboard is huge. I can see client confirmations without digging through individual files. The Tasks widget keeps the "fires" organized. Seeing high-priority items like "Inspection Ordered" or "Renewal Reminders" with clear due dates ensures nothing falls through the cracks. **What do you dislike about QQCatalyst?** The reporting tools are too basic for advanced performance tracking or trend analysis, with some users needing to use external tools for deeper insights. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst strikes a great balance between power and simplicity. It handles the heavy lifting of policy management while keeping the daily "to-do" list front and center. It’s built for agents who want to spend less time clicking and more time selling **Official Response from Nate McKissick:** > Hello, Jason! We're delighted that QQCatalyst has met your expectations. It's great to hear that our product is making policy management and daily tasks more efficient for you. We're grateful for your input! Please don’t hesitate to reach out if you need anything in the future.   ### 3. Everything in One Place—Simple and Convenient **Rating:** 5.0/5.0 stars **Reviewed by:** Paola P. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** the option to have everything on one place **What do you dislike about QQCatalyst?** There is really nothing I dislike about it **What problems is QQCatalyst solving and how is that benefiting you?** its like my virtual filing cabinet no messes with papers flaying around ### 4. a very complicated system to use **Rating:** 3.5/5.0 stars **Reviewed by:** GERALD M. | PRES, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about QQCatalyst?** It is a very complicated crm with lots of features **What do you dislike about QQCatalyst?** It feels very complex and not particularly user-friendly, which makes it harder to use than I expected. **What problems is QQCatalyst solving and how is that benefiting you?** It’s very good at logging customers and providing helpful information about customer policies. **Official Response from Nate McKissick:** > Thank you for sharing your thoughts with us, Gerald. Your feedback helps us improve. We understand the importance of an intuitive system and will take your input into consideration for future updates. ### 5. Serviceable and Reliable, But Ultimately Unremarkable **Rating:** 2.5/5.0 stars **Reviewed by:** Billy V. | Principle, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about QQCatalyst?** It really does an average to above average job of replacing the need for a filing cabinet. For better or for worse, it's uptime is like 99.999% even if it is not much better than it was in 2019 **What do you dislike about QQCatalyst?** I am not sure there is anything to dislike about QQ. It is what it is. It is serviceable and reliable and very unremarkable **What problems is QQCatalyst solving and how is that benefiting you?** QQ allows for a home office and remote work to thrive in a world where people still see offices as need to have versus nice to have. It does allow me to store things in one place that can make it easier to transfer to another entity. **Official Response from Nate McKissick:** > Thank you for your feedback, Billy. We are continuously working to improve our software. We appreciate your input and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 6. Friendlier, Easier-to-Navigate UI Than AMS360 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** The UI is friendlier and easier to maneuver than AMS360. **What do you dislike about QQCatalyst?** Only change I would make is that when someone is slid on Agency Zoom and we have to fill out policy info that the policy on QQ would also be updated with policy info. **What problems is QQCatalyst solving and how is that benefiting you?** It is our AMS and it's simplicity to use saves us man hours which we could put into growing the business. ### 7. Excellent for Tracking Customer Relationships and Progress **Rating:** 5.0/5.0 stars **Reviewed by:** Jose P. | Insurance agency, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** Organization and accounting of customers relationships progress **What do you dislike about QQCatalyst?** User interface can be enhanced a bit to make it more user friendly and intuitive **What problems is QQCatalyst solving and how is that benefiting you?** Data entry and customer accounting ### 8. Organization to the max! **Rating:** 5.0/5.0 stars **Reviewed by:** Cendy C. | Agency Manager and Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about QQCatalyst?** It keeps all of out files and clients information in one place **What do you dislike about QQCatalyst?** Nothing, the only way QQ doesn't work correctly is if the downloads don't stream in as they are supposed to. **What problems is QQCatalyst solving and how is that benefiting you?** It helps us to keep track of our clients, commission and reports **Official Response from Jenny Spear:** > Hi Cendy, Thank you so much for your kind words! 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. ### 9. Efficient Tool for Quick Insurance Quotes **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** I love QQCatalyst for its easy navigation and how fast the quotes are shown. It really helps with time management and is very efficient, cutting down on quoting time. I appreciate these features because they allow me to see all the insurance companies that offer a quote and their prices without having to go into each website. I also love the website and found the initial setup to be perfect. **What do you dislike about QQCatalyst?** Sometimes I struggle to find old quotes. I try to find them by name, address, phone number and it is still hard. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for quoting car insurance. It's efficient, cutting quoting time and enhancing time management. I love how easy it is to navigate, and it quickly shows quotes from multiple insurance companies without needing to visit each website. **Official Response from Nate McKissick:** > Thank you for your review, Adriana! We're glad to hear that you find QQCatalyst efficient and easy to navigate. 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.   ### 10. QQCatalyst has Great Feature and Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** It’s easy to use. I like being able to set up My Dashboard to match my preferences. It’s helpful to see the tasks I need to complete, along with any policies that are coming up for renewal. **What do you dislike about QQCatalyst?** I really like everything about QQCatalyst. I honestly can’t think of a single thing I don’t like about it. **What problems is QQCatalyst solving and how is that benefiting you?** It doesn’t really affect us when QQCatalyst makes changes. We’re a small agency, and we only use the very basic features. **Official Response from Nate McKissick:** > Thank you 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. Please don’t hesitate to reach out if you need anything in the future. ### 11. Exceptional Customer Service and Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Patt B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** I really appreciate QQCatalyst for keeping track of renewals, increases, and documentation while servicing clients. They have the best customer service of any company I've worked with, which makes a huge difference. QQCatalyst offers so many options, and I find it very easy to set up. I'd highly recommend it to others, as reflected in my 10 out of 10 rating for recommendation. **What do you dislike about QQCatalyst?** Maybe onsite learning **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst keeps track of renewals, increases, and documentation on servicing clients. **Official Response from Nate McKissick:** > Thank you for sharing your experience with our platform, Patt! We're thrilled to hear that you appreciate our exceptional customer service and find QQCatalyst easy to set up. We're happy to be a part of your business and appreciate your feedback! ### 12. Quick, Easy Access to Client Information: Blue Marlin Insurance **Rating:** 5.0/5.0 stars **Reviewed by:** BJ R. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** That I am able to store and access clients information quickly. **What do you dislike about QQCatalyst?** How you have to reload some tabs when you are inputting a client bc theres a system error. **What problems is QQCatalyst solving and how is that benefiting you?** Questions about coverages or policies bc they are all in one place. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, BJ! We're glad to hear that you find our product helpful for storing and accessing client information quickly. We appreciate your review and look forward to continuing our partnership. ### 13. User-Friendly and Easy to Learn—Makes Our Job Smoother **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** I Like that it is user friendly, doesn't use fancy wording and makes our job smoother. It is easy to learn and use daily. **What do you dislike about QQCatalyst?** Sometimes it takes a while to load, so that could be faster. **What problems is QQCatalyst solving and how is that benefiting you?** It keeps our accounts in order, gives us a place to go to look up information. Helps us with ID cards and Certificates, signature forms, etc. ### 14. QQ catalyst reviewer **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** It’s an easy site for managing clients and their information. It’s also simple to find each client’s details when I need them, save that information, and create forms that are easy to fill out and save as well. **What do you dislike about QQCatalyst?** I have no dislikes. that I can complain about **What problems is QQCatalyst solving and how is that benefiting you?** It allows me to send copies of policies, certificates, or other documents via email from QQ, which makes it much easier to assist clients. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. We're glad to hear that you find our product easy to use for managing client information and accessing details quickly. We appreciate your review and look forward to continuing our partnership. ### 15. Essential for Organizing Customer Information **Rating:** 5.0/5.0 stars **Reviewed by:** Brenda O. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** I like QQCatalyst's clear and concise categories of information. When filled in properly, it gives everyone in our agency access to the customer information. **What do you dislike about QQCatalyst?** nothing **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst solves the problem of reviewing information entered by insurance agents, helping us resolve customer issues. It provides clear and concise categories of information, allowing everyone in our agency access to the customer information. ### 16. Streamlined Daily Workflows and Client Information Management **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie E. | Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** The daily workflows and management of client information. **What do you dislike about QQCatalyst?** I don't have any dislikes about the system. **What problems is QQCatalyst solving and how is that benefiting you?** The organization helps improve efficiency. ### 17. Easy to Use with a Super Friendly Support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Helaina R. | Customer service representative, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** It’s easy to use and the help team is super friendly! **What do you dislike about QQCatalyst?** Nothing so far. It’s easy to work with and the help videos are useful **What problems is QQCatalyst solving and how is that benefiting you?** Having all of our clients in one platform and the marketing **Official Response from Nate McKissick:** > Thank you for your kind words, Helaina! We're glad to hear that you find QQCatalyst easy to work with and that the education resources are useful for you. We appreciate your review and look forward to continuing our partnership. ### 18. Review of QQ Catalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about QQCatalyst?** I love the feature to download Ivans into QQ **What do you dislike about QQCatalyst?** It does not have the ability to scan docs directly to the client file **What problems is QQCatalyst solving and how is that benefiting you?** Keeping clients in one place. Easy lookup **Official Response from Lisa Landes:** > Hello Rocky - Thank you for sharing what you like best about QQCatalyst! We understand your concern about the ability to scan docs directly to the client file, and we'll take this into consideration for future improvements. ### 19. Great Management system **Rating:** 5.0/5.0 stars **Reviewed by:** Debra N. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about QQCatalyst?** That you can keep a record of what's going on with your accounts. **What do you dislike about QQCatalyst?** The reports can be hard to manipulate the data. **What problems is QQCatalyst solving and how is that benefiting you?** Keep track of all accounts in one place **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst! We're glad to hear that you find our management system helpful for keeping track of your accounts. We're happy to be a part of your business and appreciate your feedback! ### 20. review **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer S. | agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about QQCatalyst?** QQ is user friendly and also constantly upgrading and working on new features **What do you dislike about QQCatalyst?** integration with other email and downloads **What problems is QQCatalyst solving and how is that benefiting you?** ai writing and composing emails and text options **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Jennifer! 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.   ### 21. Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Nayeli D. | AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about QQCatalyst?** The sticky notes and notes feature are excellent **What do you dislike about QQCatalyst?** Multiple documents cannot be attached to an email **What problems is QQCatalyst solving and how is that benefiting you?** NA ### 22. Good experience **Rating:** 5.0/5.0 stars **Reviewed by:** Gina B. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about QQCatalyst?** It is very helpful with keeping all our clients and policies associated with the clients in one easy to find place. **What do you dislike about QQCatalyst?** Improve on when searching for a person it should still give options even if you spell the name incorrectly. It should populate names close to it so you don't have to ask the client how to spell their names. **What problems is QQCatalyst solving and how is that benefiting you?** All clients are easily accessable with all the information needed concerning their policies and carrier they are with. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Gina! We value your opinion and appreciate you taking the time to share your experience. We're happy to be a part of your business! ### 23. QQ’s Simple, Best-in-Class Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** I really love the simplicity of QQ. It is my favorite management system I have ever used and I have been in the industry for 15 years. **What do you dislike about QQCatalyst?** There isnt really much I dislike about it. I dislike that I do not use it to its full capacity. **What problems is QQCatalyst solving and how is that benefiting you?** Sometimes when pulling reports it is not as user friendly but I think that is a me problem. **Official Response from Nate McKissick:** > Thank you for your review, Michael! We're thrilled to hear that you enjoy the simplicity of QQCatalyst. We're pleased to be a part of your business and appreciate your feedback! ### 24. Simple, Reliable, and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Myrna R. | Licensed 220 Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about QQCatalyst?** Ease of use - Simple, not complicated and reliable. **What do you dislike about QQCatalyst?** Sometimes it logs you out after you have gone to another internet website to quote or look up a policy. **What problems is QQCatalyst solving and how is that benefiting you?** For me the Sticky Note is a great new tool to keep track of activies in a file with detailed information. ### 25. Streamlines Customer Data Access and Daily Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about QQCatalyst?** I love how QQCatalyst gives me access to all customer information in one spot and helps in generating invoices and forms that I use daily. It makes my work fast and effective without manually entering data since it is prefilled. Although we struggled a bit during the setup, QQCatalyst is really easy to navigate and has a lot of tools to walk you through the functions. **What do you dislike about QQCatalyst?** Nothing **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for managing customer databases and daily workflows. It centralizes all data for easy access and generates pre-filled invoices and forms, helping me work fast and effectively without manual data entry. **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. We're happy to be a part of your business and appreciate your feedback! ### 26. My go to for all my needs in the agency **Rating:** 4.0/5.0 stars **Reviewed by:** David O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about QQCatalyst?** QQCatalyst is an all-in-one platform that makes managing my insurance agency much easier. I like how intuitive the interface is and how everything from quoting to client management is centralized in one place. The ability to store documents, run reports, and access carrier links without switching systems saves me a lot of time. Their support team is also very responsive whenever I need help. **What do you dislike about QQCatalyst?** Sometimes the system can run a bit slow when loading large client files or reports, and a few features could be more customizable. The learning curve for new users can also be a little steep at first, but once you get used to it, it works great overall. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me manage my entire book of business in one centralized system. It keeps client data, policy details, and carrier information organized, which saves me a lot of time and reduces mistakes. The automation features also make renewals, quoting, and communication with clients much smoother. It allows me to focus more on sales and customer relationships instead of manual data entry or paperwork. **Official Response from Nate McKissick:** > Thank you for sharing your feedback, David! We're pleased to hear that QQCatalyst has made managing your insurance agency much easier. We understand the importance of system performance and customization, and we're continuously working to improve in these areas. We appreciate your input! ### 27. Secure All-in-One Hub **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** All of my customer info, tasks, and data are all in one secure place **What do you dislike about QQCatalyst?** I do not like that I can not have multiple customer profiles open at one time. If I am working in one, and someone calls I have to get out and refind it again. I would really enjoy if I could have multiple taps. Like ECRM has. **What problems is QQCatalyst solving and how is that benefiting you?** I am not sure **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We appreciate your feedback on multiple customer profiles and will take it into consideration for future updates. We value your business and aim to provide the best experience possible. ### 28. The Best CRM System That Covers Everything You Need in one system **Rating:** 5.0/5.0 stars **Reviewed by:** shieldpoint a. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** This is the best CRM system and it covers all the aspects you need. **What do you dislike about QQCatalyst?** Communication with clients, along with reminders about policy status. **What problems is QQCatalyst solving and how is that benefiting you?** commission and collection tracking **Official Response from Nate McKissick:** > Thank you so much for your kind words! 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! ### 29. excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about QQCatalyst?** The system is excellent, helping me stay organized and efficient. I love the ease of use and the support they provide. Truly a 10/10 experience! **What do you dislike about QQCatalyst?** I’ve had an excellent experience with QQCatalyst. It’s intuitive, efficient, and I have absolutely no complaints. I love how it keeps everything organized so I can focus on my clients. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst transforms the process of running an insurance agency into a manageable, efficient, and even enjoyable process. It gives you the peace of mind that your office is running at its best, even when you aren't at your desk. **Official Response from Nate McKissick:** > 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. ### 30. Efficient Communication with Easy Document Access **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about QQCatalyst?** I like the easy access to attachments and the communication features in QQCatalyst. Being able to email and text out quickly and get responses back to be able to file in is really valuable to me. The initial setup was pretty easy. **What do you dislike about QQCatalyst?** I would say space. Need a little bit more room to be able to document correctly. Also, when it comes to labeling documents, it's not allowed or is problematic. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to keep files updated and for easy access to attachments. It enhances communication with its ability to quickly email and text, getting responses back to file in. **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. We're glad to hear that you find our product's communication features and easy document access valuable. Please don’t hesitate to reach out if you need anything in the future. ### 31. Quickly Finds the Information I Need—Very Useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** I like that I can quickly find the information I need. **What do you dislike about QQCatalyst?** There isn’t anything I particularly dislike about it. It’s quite useful, and it does what I need. **What problems is QQCatalyst solving and how is that benefiting you?** It keeps all my information in one place, making it easy to access and stay organized. I love the tasks feature, the ability to text, and how well it syncs with my inbox. **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. ### 32. The ease of use and support received is above average.! **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel A. | Principal Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about QQCatalyst?** Ease of Use and Customer Support ease of Implementation **What do you dislike about QQCatalyst?** Nothing we have seen so far has made us dislike QQ **What problems is QQCatalyst solving and how is that benefiting you?** Texting and uploading documents **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Rachel. It's our goal to provide an exceptional customer experience, so we're glad to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback! ### 33. Simple, Effective Layout That’s Easy to Learn and Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about QQCatalyst?** The layout is simple and effective, making the product very easy to learn and use. **What do you dislike about QQCatalyst?** Figuring out how to integrate carriers can be challenging at times. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst lets me enter contacts as potential future leads and save their information, which has been extremely helpful. ### 34. User-Friendly Platform with Efficient Customer Management **Rating:** 4.5/5.0 stars **Reviewed by:** Lindsay S. | Appointment Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I love QQCatalyst for its user-friendly features, which make it incredibly easy to manage my customer base and keep track of their sales stage efficiently. The initial setup of QQCatalyst was very simple and user-friendly, ensuring a hassle-free implementation process. One of my favorite features is the sales room's ability to send automatic emails, which saves a significant amount of time in my day by automating routine tasks and allowing me to focus on more important work. **What do you dislike about QQCatalyst?** I think the appearance of QQCatalyst could be more attractive. It would benefit from looking more user-friendly with larger text, brighter colors, and a simpler design. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to organize customer management, streamline sales tracking, and save time with automated emails, enhancing my daily efficiency. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Lindsay. We appreciate your feedback on the appearance of the software and will take it into consideration for future updates. We value your business and aim to provide the best experience possible. ### 35. Essential Management Tool with Anticipated Upgrades **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle M. | Agency Principal, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** I like the functionality and ease of use in the upcoming upgrades coming to QQCatalyst. The reporting features really help us determine the direction our agency needs to take, and the Mailroom keeps everything organized and super important for us. I find QQCatalyst to be a very simple plug-and-play system that causes us no issues. **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. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst is the whole brain of our management system, helping us store documents, download policies, and accurately depict reports. Without it, we wouldn't know what policies we have or their locations. **Official Response from Nate McKissick:** > Thanks for your review, Michelle! We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership. ### 36. QQ is a step up **Rating:** 4.5/5.0 stars **Reviewed by:** Becky M. | Production assistant, data manager and admin, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about QQCatalyst?** Downloads are pretty easy, support is quick to respond and help. Easy to navigate and manage. Its a big step up from what we did have previously and what I had worked with in the past. Lots of neat features that make client management easy. **What do you dislike about QQCatalyst?** Initial set up/Integration is difficult if you do not have a coordinating database that makes importing easy. We had hired a 3rd party consultant at the recomendation of Verifore and it was not helpful. Resulting in big bills and still a lot of work on our end. We did have to have a dedicated team member to manage this. We did run into an odd, frustrating issue but we appreciate that our support team was able to help us overcome it. Its not the best when it comes to commissions, but I believe there could be some things we can do to help it get better for us. **What problems is QQCatalyst solving and how is that benefiting you?** We were looking for a cohesive product that was more robust than our prior software. QQ has helped us with file management, client managment and easy downloads. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Becky! We value your opinion and appreciate you taking the time to share your experience. We value your business and aim to provide the best experience possible. ### 37. QQCatalyst helps me to grow my business by providing the technology I need to best serve our clients **Rating:** 4.5/5.0 stars **Reviewed by:** Diane T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2018 **What do you like best about QQCatalyst?** I like the engagement with the QQ team and their ideas to improve the system. Our efficiency has increased and we can focus on growth through cross-sell marketing. They are open to discussion and continue to improve. QQCatalyst is the foundation of our agency. **What do you dislike about QQCatalyst?** Like most technology, it occasionally fails to work; however, we experience minimal downtime compared to other tech companies. I don't like the QB integration. The downloads deserve an A+ grade, but I don't like that it downloads intents to cancel but doesn't automatically remove them when the insurance company does. **Recommendations to others considering QQCatalyst:** When switching know that 100% of your data does not transfer and you will need to set aside 40+ hours to manually update customer data and commission info. **What problems is QQCatalyst solving and how is that benefiting you?** We are better able to identify opportunities for growth using the widgets on the dashboard that prompt us for upcoming cross selling as well as identifying our top lines of business and our referral sources. The reporting features enable us to understand our financial outlook as well as engage with our clients. They recently improved the widgets which makes it easier to identify intent to policies that need attention for renewals, cancellations, tasks. **Official Response from Jenny Spear:** > Hi Diane, We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority! We appreciate your review and look forward to continuing our partnership. ### 38. User friendly and on the bleeding edge **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary P. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2020 **What do you like best about QQCatalyst?** I love that QQ integrates with DocuSign. IOTs web-based so I can access my database from even my iPhone. **What do you dislike about QQCatalyst?** I've been using QQ for over a year and I haven't had anything that would lead to me having dislikes or major concerns. **What problems is QQCatalyst solving and how is that benefiting you?** DocuSign integration really smooths out my workflow. **Official Response from Margot Ford:** > Hi Zachary, thanks for leaving a review! We appreciate the feedback. ### 39. Easy to Use and More Affordable Than Other Management Companies **Rating:** 5.0/5.0 stars **Reviewed by:** Scarlett C. | Owner and Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** It is easy to use, and the price is less expensive than the other management companies. **What do you dislike about QQCatalyst?** The informaiton, does not upload automatically, it has to be refreshed or go to another screen to upload. **What problems is QQCatalyst solving and how is that benefiting you?** It is helping me keep track of my customers and all their information. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Scarlett! We're committed to providing a user-friendly and cost-effective solution for managing customer information, so we're glad to hear you find our product easy to use. We're happy to be a part of your business and appreciate your feedback! ### 40. Easy-to-Use Workflows, Solid Integrations, and Helpful Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about QQCatalyst?** The system is easy to use and navigate, and the workflows are straightforward. Pricing is competitive, and the integrations with email and files are solid. There’s been very limited downtime, and support has been helpful whenever I’ve needed it. **What do you dislike about QQCatalyst?** Sometimes I run into issues where emails with attachments aren’t received. **What problems is QQCatalyst solving and how is that benefiting you?** When it comes to customer service, QQCatalyst is an easy, straightforward system that lets me quickly handle policy details, change requests, and certificate requests for commercial clients. ### 41. Efficient and Friendly, Ideal for Daily Work **Rating:** 4.5/5.0 stars **Reviewed by:** Alexandra B. | SENIOR ADVISOR, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2025 **What do you like best about QQCatalyst?** I greatly enjoy using QQCatalyst as it enormously facilitates my daily work with its ability to efficiently manage tasks. It allows me to easily find client information and control payments, which is crucial for the effective management of my time and resources. I particularly appreciate being able to communicate with clients effectively via text or email, which significantly improves the quality of service I can offer. Additionally, having an accurate database and receiving efficient reports allows me to keep all the information I need organized and accessible, which undoubtedly maximizes my productivity. I also value the user-friendly interface of QQCatalyst, as its ease of use has allowed us to learn to navigate the platform through practice, without the need for complicated training processes. The switch to QQCatalyst from Quick File was motivated by these advanced and updated functionalities, making the tool more complete and modern. **What do you dislike about QQCatalyst?** I would like QQCatalyst to include the option for live chat with clients, the ability to send faxes directly from the platform, and better integration with Turbo Rater. Currently, much of the information has to be entered manually, as only certain information from the quote is transferred. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me efficiently manage my daily work by facilitating access to client information, controlling payments, generating reports, and organizing tasks. It also improves communication with clients and ensures that information remains accurate and organized. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Alexandra! We're thrilled to hear that it works so well for your agency. We appreciate your feedback and will certainly consider your suggestions for live chat and updated integrations. We're happy to be a part of your business and appreciate your feedback! ### 42. Powerful Marketing, and Sales Data Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** I like the marketing, AI, and sales data tools the best. **What do you dislike about QQCatalyst?** I really like QQ Catalyst. It gives me sales data that is very helpful for my marketing efforts. **What problems is QQCatalyst solving and how is that benefiting you?** It is solving the issue of having to manually do certain administrative daily tasks. This greatly benefits me because I can focus on selling. **Official Response from Nate McKissick:** > We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future! ### 43. Very easy to use and provides excellent service. Love it **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** ITS VERY EASY TO OPERATE AND USE IT. BEST TO SEE OUR CLIENTS POLICIES IN A SECOND. **What do you dislike about QQCatalyst?** ITS KIND OF SLOW SOMETIME. MOST OF THE TIME IS GOOD **What problems is QQCatalyst solving and how is that benefiting you?** Need to fix the issue whose make the system slow sometimes. ### 44. Streamlined Insurance Management, Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Mabel L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about QQCatalyst?** I use QQCatalyst for insurance, and it helps us organize client and policy information in one place. I like how it helps streamline our agency operations, making it easier to provide better service to our clients while reducing administrative work. Everything is centralized in QQCatalyst, including client information, policies, documents, and notes. Additionally, the initial setup was pretty easy. **What do you dislike about QQCatalyst?** The fact that some features can take time to learn at the beginning. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps us organize client and policy information, track renewals, and manage follow-ups efficiently. It streamlines agency operations, reduces administrative work, and provides better service with centralized information. **Official Response from Nate McKissick:** > Hello, Mabel! 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. ### 45. Intuitive Platform with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Paemon D. **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst to be very easy to use, which greatly enhances my experience when managing agency customer information. The interface is not only visually appealing but also functional, allowing me to perform tasks swiftly and without hassle. It streamlines customer account management, making it simple to enter customer details, track agency progress, and look up policy information quickly and efficiently. The initial setup process was also hassle-free, indicating a user-friendly design right from the beginning. Overall, the intuitive usability and attractive interface significantly contribute to a seamless and efficient workflow for my needs. **What do you dislike about QQCatalyst?** The commission tracking has been an issue. Carriers pay at different commission rates based on customer driving record or prior policy information, and the system cannot differentiate when that happens. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for customer account management and policy search, making it easy to enter customer data, track agency progress, and quickly access policy info. However, it struggles with commission tracking due to varying rates from carriers. **Official Response from Nate McKissick:** > We're delighted that QQCatalyst has met your expectations, Paemon. Your satisfaction is our top priority. It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback! ### 46. Innovative Features with Seamless Transition **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria W. **Reviewed Date:** November 24, 2025 **What do you like best about QQCatalyst?** I love the texting feature in QQCatalyst, which enhances our communication and makes it a valuable tool for our operations. New tools and updates are consistently introduced, keeping the platform fresh and useful. The most recent addition, the Sticky note feature, is particularly beneficial as it allows us to keep important information accessible to everyone in the office, ensuring that all team members are up to date with the current status of customer files. The platform's capabilities to keep all our clients virtual significantly streamline our agency management system, making it more efficient. Additionally, transitioning from paper files to a virtual system was relatively easy, indicating that QQCatalyst is user-friendly and adaptable. Lastly, I've been with QQCatalyst since the beginning and am satisfied with its performance to the extent that I would rate my recommendation likelihood at a 10 out of 10, reflecting my high level of satisfaction and trust in the software. **What do you dislike about QQCatalyst?** I find it slightly annoying that reports in QQCatalyst do not just pop up on the screen and are sent elsewhere. While it is fine, this aspect of the software does not work as seamlessly as I would like. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps keep our clients virtual and enhances team communication with features like texting and Sticky notes. It organizes important client info, ensuring everyone is updated, which improves efficiency. **Official Response from Nate McKissick:** > Thank you for being a loyal user of QQCatalyst, Victoria. We're thrilled to hear that you are enjoying the texting feature and appreciate your feedback on reports. We appreciate your review and look forward to continuing our partnership. ### 47. Love QQ **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** I love the call-pop! Coming from a standard phone carrier this was a game changer! **What do you dislike about QQCatalyst?** I wish we didn't have to create a separate number for text messages. **What problems is QQCatalyst solving and how is that benefiting you?** Communication - being able to text our clients. ### 48. Easy Access to Client Details and Helpful Tools for Our Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about QQCatalyst?** Allows our agency to easily access our client details in one place and provides tools to enhance our business. **What do you dislike about QQCatalyst?** Could be more visually appealing or have more customization options. **What problems is QQCatalyst solving and how is that benefiting you?** Managing clients across multiple insurance carriers. ### 49. QQ has good features and workflows but needs better accounting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about QQCatalyst?** Visaually how the screen looks and procesiing certs **What do you dislike about QQCatalyst?** Does not have a good accounting system for tracking commissions **What problems is QQCatalyst solving and how is that benefiting you?** I am not aware amy problems blems is QQCatalyst solving and how is that benefiting me **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. Input from customers like you helps drive our software improvements. ### 50. Very User-Friendly and Easy to Learn/Navigate **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?** I really enjoy how user-friendly it is. It’s very easy to navigate, and I was able to learn it quickly. **What do you dislike about QQCatalyst?** With some companies, there is no integration. That makes my life a little more difficult because of it. **What problems is QQCatalyst solving and how is that benefiting you?** It solves the need for physical file substitutes. It’s a one-stop shop. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We're glad to hear that you find our platform user-friendly and easy to navigate. We strive to make our platform intuitive for our users. Please don’t hesitate to reach out if you need anything in the future.   ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+12%3A05%3A28+-0500&secure%5Bsession_id%5D=1c29f360-2915-4ff8-8732-e159c3c66006&secure%5Btoken%5D=c299b186d6aedcddfbc110724f8b460f9a65e5b60fe0aae02b3b5096ff116563&format=llm_user) ## QQCatalyst Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS](https://www.g2.com/products/ams-ams/reviews) - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - [Evolution](https://www.g2.com/products/atlanta-based-systems-evolution/reviews) - [Formstack Forms](https://www.g2.com/products/formstack-forms/reviews) - [Formstack Sign](https://www.g2.com/products/formstack-sign/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Ivans Exchange](https://www.g2.com/products/ivans-exchange/reviews) - [Levitate](https://www.g2.com/products/levitate/reviews) - [Lightspeed365](https://www.g2.com/products/lightspeed365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuoteRush](https://www.g2.com/products/quoterush/reviews) - [Revolution FTO](https://www.g2.com/products/revolution-fto/reviews) - [SAS/OR](https://www.g2.com/products/sas-or/reviews) - [TurboRater](https://www.g2.com/products/zywave-turborater/reviews) - [Weave](https://www.g2.com/products/weave-weave/reviews) ## QQCatalyst Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top QQCatalyst Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,680 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (701 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)