The interface is generally easy to navigate, and the cloud-based design allows users to access information from virtually anywhere. I also liked the ability to track customer interactions, manage renewals, and automate routine tasks, which can improve efficiency and help agencies stay organized.

Another advantage is its integration with other Vertafore products and insurance carrier systems, making it easier to manage policies and client information in one place. The reporting features provide useful insights into agency performance, sales activity, and customer retention. Review collected by and hosted on G2.com.

On the downside, some users may find the system has a learning curve when first implementing it, especially if they are transitioning from another agency management platform. Customization options can also be somewhat limited compared to larger enterprise CRM systems. Review collected by and hosted on G2.com.

As someone who has used QQCatalyst for over four years, both as a user and now as an agency owner, I appreciate how comprehensive it is. It enables my team to manage both personal and commercial lines efficiently, and I appreciate the way it keeps client information organized and easily accessible. It's user-friendly once you understand its layout! The report-building feature is also useful for tracking renewals, pending tasks, and sales. Review collected by and hosted on G2.com.

Some parts of the system feel a bit outdated or "old school" in terms of layout and navigation. There’s a learning curve when training new employees, and certain functions (like document organization) could be more modern or intuitive. I’ve never used another AMS to compare directly, but I do feel that while QQ gets the job done, there’s room for improvement. Review collected by and hosted on G2.com.

So much easier to use than our previous AMS. It's pretty straightforward and the integration with Agency Zoom is perfect. Vertafore's support is one of the best in the insurance industry across the board. I wish it were a bit cheaper like everything; I hope this last price increase was the last one for a while. For now it's worth it. I wish it were a bit cheaper like everything; I hope this last price increase was the last one for a while. For now it's worth it. Review collected by and hosted on G2.com.

Reporting features and email tools are not my favorite. They could be easily fixed. Review collected by and hosted on G2.com.

What I like best about QQCatalyst is its ease of use and smooth implementation. It’s simple to navigate, didn’t take long to get comfortable with, and we use it every day without issues. It offers the right number of features without feeling overwhelming, integrates well with other platforms, and customer support has been reliable whenever we’ve needed assistance. Overall, it keeps our client and policy management organized and efficient. Review collected by and hosted on G2.com.

One downside of QQCatalyst is that some processes can feel a bit manual and time-consuming, especially when it comes to updating records or running certain reports. At times, the system can be slightly slow, and customizing reports or workflows isn’t always as flexible as I’d like. While it has strong core features, there’s definitely room for improvement in automation and overall speed. Review collected by and hosted on G2.com.

It has pre-populated forms based on information input to a policy. Review collected by and hosted on G2.com.

QQ’s UI feels outdated, and there’s a lack of customizability across invoicing, policy proposals, and tasks. I also wish there were a way to create task templates. It often takes a long time for items to populate (for example, customer search). Invoices are assigned a number, but you can’t search by that number. Another frustration is not being able to see an entire file title because you can’t adjust the width of the fields for files under Customers. Overall, it has the potential to be great, but right now it only does the bare minimum. Review collected by and hosted on G2.com.

I like the ease of use with QQCatalyst; it allows us to train employees fairly quickly. QQCatalyst met our need for something less complex and more efficient to use. We are able to use the reports better, as the reporting system and the dashboard with widget are better. Also, it connected with Ivans better than what we were using before. The initial setup was pretty easy too. Review collected by and hosted on G2.com.

There are a few areas that I would like to see improved. For instance, integrations with some other VoIP software would be nice. It's not just one VoIP, Twilio. So we could connect our own VoIP to it through RingCentral. I would like to see the ability to add sub folders with in folders as well. for example Auto (auto support docs inside a folder and auto application inside). Review collected by and hosted on G2.com.

I really like the ease of doing business with QQCatalyst. It's easy to sign in and access any of my documents, and the more information I put in at the beginning, the easier the system is to use. When I'm doing Accords, whether it's the Accord applications or my certificates, it grabs the information from what I put in, which is super convenient because I don't have to input it repetitively later. The onboarding process was great too, thanks to Noah, who was extremely available and helpful in guiding me through the setup, making everything straightforward. The support was prompt and effective, which made things much easier. Review collected by and hosted on G2.com.

The only thing I'm missing in QQCatalyst is probably the finance portion. It would be really nice to invoice directly from QQCatalyst instead of going to QuickBooks. It'd also be great to note payments and commissions received for easy reporting. It might be a lack of education on my part, and I should look into it more. But to my knowledge, the finance part is the hardest for me since I have to use QuickBooks alongside QQCatalyst because it can't do what I need it to do. Review collected by and hosted on G2.com.

I like the ease of operation of QQCatalyst, as it allows me to adopt it quickly, reduce the learning curve, and gain efficiency from day one. I also appreciate that it is constantly updated, which keeps me up to date with improvements and regulatory changes effortlessly. Review collected by and hosted on G2.com.

I think the report selections could be improved. There should be more variety or they should give the option to customize the reports one needs. Review collected by and hosted on G2.com.

My favorite thing about QQ is the ability to enter and track a huge amount of data from customer information to carrier info, commissions, fees, and individual customer information. I find that it's very easy to find what I need quickly. Review collected by and hosted on G2.com.

I don't like that some data doesn't download directly from the carriers. I also don't like that to quote with carriers, there doesn't seem a way to link to that carrier and save user credentials in QQ. Review collected by and hosted on G2.com.

I find QQCatalyst very easy to use, which is great for learning more about the product every day and also makes it simple to teach new employees how to use it. Integrating it with our email and texting works very well, ensuring consistency in the customer's profile with communications. It's valuable because all emails and text messages are directly tied to the customer's profile, providing all of the information we need when speaking to the customer. Onboarding new agents has gone smoothly because the current agents demonstrate live functionality, making on-the-job training very effective. New agents acclimate to using QQCatalyst pretty quickly. Review collected by and hosted on G2.com.

I would like QQCatalyst to prompt the insurance agent if they want to leave a note in a customer's profile. Often, the insurance agent accesses the profile, reviews information, but they forget to enter their notes. If there was a prompt, that would be extremely beneficial. Review collected by and hosted on G2.com.