Keeping all of our clients’ information in one easy-to-find place makes this a product we use every day. Review collected by and hosted on G2.com.

Need to have a way to port from Carriers to QQ easily.

Mis spelling a persons name by a letter should not be a "cannot find" issue. There should be a way that QQ can recognize similar names and give you choices. Review collected by and hosted on G2.com.

I like everything about QQCatalyst. The system is very user-friendly. I find the search feature easy, and the files are well-formatted and easy to handle. It's extremely important and useful as our master file. Review collected by and hosted on G2.com.

The file system could be improved. If files are saved prior to policy issue, they need to be manually placed at the policy level one by one. Review collected by and hosted on G2.com.

I like that QQCatalyst is fairly intuitive and easy to use. Searching for customers is quick and easy. I like the you can bridge quotes to PL rater as well. The system is pretty quick and and organizes information well for ease of access. Review collected by and hosted on G2.com.

The biggest issue with QQCatalyst, in my experience, is the system alerts—specifically the reminders. A reminder pops up once, and if you don’t manually reset the reminder date, it won’t remind you again. That makes it easy to miss tasks, so I end up using a different system to manage open tasks because of this. It would be great if there were an option to set up recurring reminders. Review collected by and hosted on G2.com.

⭐⭐⭐⭐⭐ Excellent experience with QQCatalyst! Their team is professional, attentive, and always provides timely support. They make the process simple and efficient. I highly recommend their service. Review collected by and hosted on G2.com.

Nothing significant. Overall, my experience has been very positive, and the support team has been responsive and helpful. Review collected by and hosted on G2.com.

Issuing certificates of insurance during renewals is much faster now, which makes the whole renewal process feel smoother and less time-consuming. Automated emails makes your customers feel more connected with you. Review collected by and hosted on G2.com.

I probably am not using the system correctly but I wish my emails were all managed thru QQCatalyst. I correctly use Microsoft 365 Outlook separate app. Review collected by and hosted on G2.com.

What I like best about QQCatalyst is the remarkable efficiency it brings to our daily operations. The interface is intuitive, which has significantly reduced the time spent on administrative tasks. Specifically, the automated workflows and streamlined policy management features allow our team to process renewals and endorsements much faster than before. By centralizing our client data, QQCatalyst has removed the need for manual record-keeping across multiple platforms, creating a more cohesive and productive workflow that directly impacts our bottom line.

Key Efficiency Benefits:

* **Centralized Database:** Having all client information and policy history in one location eliminates time wasted searching through disparate files.

* **Automated Workflows:** Recurring tasks are handled systematically, ensuring no steps are missed and significantly speeding up turnaround times for clients.

* **Intuitive UI:** The platform's layout is user-friendly, meaning new team members can get up to speed quickly without extensive training.

* **Integrated Reporting:** Generating performance reports is nearly instantaneous, providing us with real-time insights that help us make informed business decisions on the fly. Review collected by and hosted on G2.com.

DIFFICULTY ENTERING INFORMATION FOR EACH CARRIER Review collected by and hosted on G2.com.

I like how QQCatalyst acts like a filing cabinet for all our customers, without the need for physical papers. I appreciate being able to put all notes, emails, and files in one place. Another thing I enjoy is the integration with PL Rater, which allows QQCatalyst to easily bridge over. If we're requoting a customer, we can just click on the bridge button in QQCatalyst and it will automatically requote the customer. The initial setup was pretty easy, actually easier than previous switches from other software. Review collected by and hosted on G2.com.

I wish there was complete 2-way communication between QQCatalyst and Agency Zoom. If we save something like a note to Agency Zoom and sync with QQ, it saves in QQ, but files do not. Also, if we make a note in QQ, it does not sync with Agency Zoom. Review collected by and hosted on G2.com.

I like that the support people at QQCatalyst are very friendly, which makes interacting with them pleasant. I find the ability to make tasks and sticky notes very useful and helpful because they help me stay on task and remember specific information about certain clients. Also, I'd rate the initial setup of QQCatalyst quite highly, at a 9 out of 10, indicating it was quite straightforward and easy for me. I am also quite likely to recommend QQCatalyst to others, giving it a perfect score of 10. Review collected by and hosted on G2.com.

The fact I can't remove the voided invoices is a bit of a nuisance. Review collected by and hosted on G2.com.

I use QQCatalyst for agency management and customer information, and it takes the difficulty out of work. The system is simple, navigation is easy, and if there's ever a problem, the team is super easy to get a hold of. I've worked in agencies with other management systems, and QQCatalyst is by far my favorite because they are so much more user-friendly. Texting from the agency is one of my favorites, and I like the emails we can send. I also commonly pull reports with ease. The initial setup was very easy. Review collected by and hosted on G2.com.

I dont have any complaints. Review collected by and hosted on G2.com.

I find it very streamlined and user-friendly. I used it at my previous agency, and when I moved to a new one, I had them implement the system there as well. Review collected by and hosted on G2.com.

The only thing I don’t like about QQ is that I can’t seem to get the commissions to calculate correctly. Some carriers offer different percentages based on package deals and similar arrangements, so I’m constantly having to go back in and manually enter corrections. Review collected by and hosted on G2.com.