I like the reports and notifications from QQCatalyst, as they make work easier by allowing the use of features like expired policies for calls and working on renewals. Additionally, it helps me adjust renewals to know the percentage of premium opportunities. I also found that the initial setup of QQCatalyst was very easy and straightforward. Review collected by and hosted on G2.com.

Sometimes it doesn't let me send emails, it only lets me send text messages to clients. I would like all registered emails to be used for sending payment and renewal reminders. Review collected by and hosted on G2.com.

What I like best about QQ Catalyst is its intuitive, user-friendly interface that makes managing client information, policies, and documents seamless and efficient. Review collected by and hosted on G2.com.

What I dislike about QQ Catalyst is that it can occasionally be slow to load certain pages or reports, which can interrupt workflow during busy times. Review collected by and hosted on G2.com.

I like QQCatalyst for keeping all my clients in one place and helping me organize my day. I like being able to add tasks for the day and seeing all my dashboards on the main screen. Adding tasks helps me keep organized, and seeing the dashboard helps me quickly check on issues. The initial setup was easy. Review collected by and hosted on G2.com.

I wish running reports was easier and creating my own reports was easier as well. When I try to create my own reports it never comes out how I need it to come out. Review collected by and hosted on G2.com.

What I like most about QQCatalyst is how smoothly it keeps everything organized. It makes it easy to manage clients, track policies, and handle renewals without feeling overwhelmed or bogged down. The workflows and automation tools save time and help reduce errors, which makes a real difference in day-to-day efficiency. Overall, it provides a cleaner, more streamlined way to manage agency operations. Review collected by and hosted on G2.com.

One thing I dislike about QQCatalyst is that certain parts of the system feel outdated and slower than they should be, especially when switching between screens or loading client files. Some workflows also take too many clicks, which makes otherwise simple tasks take longer than necessary. It does get the job done, but the interface could be more modern and streamlined to improve overall efficiency and make day-to-day use feel smoother. Review collected by and hosted on G2.com.

All of my agents find QQCatalyst to be very user-friendly, and they feel a lot of comfort in using the system. It allows productivity to be at its max because the system is user-friendly, enabling my agents to help customers efficiently. Furthermore, the tool helps by reducing the waiting time for customer calls. One feature that the agents particularly like is the sticky notes function, which pops up to show who was working on a task and the last notes on it, contributing to a more diverse experience. Review collected by and hosted on G2.com.

QQCatalyst doesn't provide the top-tier reports that I need, especially for accounting. It is not accounting-ready or production-ready for the volume of clients we service. The key issue is with the reports; we're unable to see our production and revenue accurately. There's a lot of duplicate data in the system, which affects accuracy. When carriers download statements, the system shows it as a new policy instead of a rewrite. Review collected by and hosted on G2.com.

I find QQCatalyst very convenient and easy to use. I like that it helps in saving files and details for clients, including personal information and sticky notes. It keeps information organized so I don't have to save it to my desktop or in random files on my computer. Everything is within QQCatalyst, making it organized and more modern. Review collected by and hosted on G2.com.

I guess the way that when a file randomly gets dragged over QQCatalyst (even if I don't want to save that file), the entire screen will show 'upload file' and I will have to drag a random file for that to disappear then delete it. It's more of an annoyance. Maybe fix that. When I have multiple files open on my screen and a file gets dragged across the screen, I would like for that 'drag file to upload' to not show up when my intention is to not upload a file. The initial setup was not easy; it was very disorganized years ago, but it has become more modern and convenient now. Review collected by and hosted on G2.com.

I find QQCatalyst to be a nice and neat CRM that's easy to use. I really like the smart flows feature, which makes it easy to find customers and manage their profiles by adding policies and generating renewal reports. The initial setup was very easy, thanks to the helpful tech support. Overall, QQCatalyst makes organizing clients much simpler and more efficient for my insurance agency. Review collected by and hosted on G2.com.

Texting will be better using the office number instead of using a system provided number Review collected by and hosted on G2.com.

Thin product with fast screen times.. Simple uploads and good acord functionality Review collected by and hosted on G2.com.

QQ Catalyst does not integrate with the AgencyZoom Text service.

Customer's with MANY locations and 1 policy are harder to manage with Acords and Billing. Review collected by and hosted on G2.com.

Like being able to have multiple locations for customers addresses and search policies based on location. Review collected by and hosted on G2.com.

When a policy has lapsed, you can no longer use "view drivers" or Vehicles because policy is inactive. Makes it harder to requote. My least favorite is the Tasks vs. notes. In Evolution, you would make a memo that was indelible, but then you could set out a "task" for it. Much more streamlined. With catalyst, it is more apt to error with some agents making a note, and others making a memo to follow something. It should be just one with the check box to set a reminder date. Review collected by and hosted on G2.com.

I use QQCatalyst as a management system, and it helps manage my clients all in one spot, which is fantastic. It integrates well with different platforms, and their Orange partners are good. I really appreciate the customer service; they are pretty good at getting on and helping out, so I haven't had any real issues. Also, I would definitely tell people to take a look at it, rating it in the eight to nine range. Review collected by and hosted on G2.com.

I don't use the renewal part of their platform or any type of metrics or analytics through them. I use third-party companies that integrate with them. Review collected by and hosted on G2.com.