QQCatalyst Testimonials

"QQCatalyst is user friendly when it comes to retrieving data information on the organized database stored properly. Merging similar accounts is easy. Cross searching for different insurance accounts on the database is viable."

"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."

"We appreciate the ease of use. Easy to train staff. Features are improving year after year."

"Instant remote support for all tech needs AND timely assistance"

"The task system. You can have many customer accounts open at one time."

"I have been using QQCatalyst for over a decade. I started off as an insurance agent, and I am now an agency owner. QQ is extremely user friendly, and their support staff has been beyond helpful. QQ has always integrated very easily with our other programs. I do not think I'd condsider another client management system at this point."

"It has all the options that you need to get your client's info and files stored and aligned in centralized place. Saves a lot of time having everything stored by client and having it easy to access and update at any time."

"Very easy to navigate QQCatalyst. From creating a contact, task, attaching files and new policies. Emailing within QQC also very simple. Enables you to attach files and acords easily. I don't work with invoicing, accounting or many reports, but hear it works for our needs."

"So helpful to keep all the policies registered on the same place and quicker to get Certificate of Insurance."

"QQ is an incredibly user friendly system that helps organize policy and contact information for our agency. The Salesroom allows me to track New Business coming into the agency easily for performing internal audits. Assigning files to specific policies, and the most recent addition of transferring a policy to a seperate contact if missassigned makes things incredibly easy to track and manage. ..."

"Templates that make it quick and easy to send information to all our customers. We use it everyday. Also love the ability to link it to Agency Zoom."

"Reports are easy to generate and read. The task option and workflows are easy to use and teach."

"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."

"user friendly and easy to use, best program for the busy office we have"

"We love that we can intergret it with our calling app. As well as upload documents, and save notes under our clients accounts. It is very easy to use, and the customer support is always top notch. We use it every single day!"

"It keeps all of out files and clients information in one place"