--- title: QQCatalyst Reviews meta_title: 'QQCatalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 618 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: 618 scale: '5' date_modified: '2026-07-13' 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:** 618 ## 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 highlight the **ease of use** of QQCatalyst, praising its intuitive navigation and efficient quote management. (87 reviews) - Users appreciate the **organization** features of QQCatalyst, which enhance accessibility and streamline agency management effectively. (31 reviews) - Users love the **simplicity and organization** of QQCatalyst, making management of policies effortless and efficient. (24 reviews) - Users appreciate the **user-friendly design and diverse tools** of QQCatalyst, enhancing their workflow efficiency significantly. (21 reviews) - Users value the **efficiency of data management** in QQCatalyst, streamlining client info storage and access convenience. (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 encounter **download issues** with QQCatalyst, especially regarding accuracy and integration with commercial accounts. (14 reviews) - Users experience **slow performance** with QQCatalyst, especially during peak hours, affecting their overall efficiency. (10 reviews) - Users find the **outdated design** of QQCatalyst frustrating, overshadowing its functionality and usability compared to newer platforms. (8 reviews) - Users find the **reporting tools inadequate** , requiring external solutions for effective performance tracking and trend analysis. (8 reviews) - Users find the **lack of user-friendliness** in QQCatalyst frustrating, particularly in file setup and navigation. (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. Smart, Real-Time Policy Info **Rating:** 5.0/5.0 stars **Reviewed by:** Grant R. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** I like how smart the system is! The customers' policy info downloads automatically every policy term and we can go in and see what coverages they have without having to go to the carrier website every single time! 2 factor authentication and constant password changes have made that a very long process. When I'm on the phone with the customer, I can't wait 20 minutes to change my password or receive an email - enter code - now you're verified - proceed to re-logging in. Takes too long. It's nice to be able to provide them with accurate information about their policies in real-time with no delay. **What do you dislike about QQCatalyst?** the system feels a little old? every carrier has re-done their website 3 times since QQ. Not saying change is a good thing, usually that makes it worse. Everything is there where it's supposed to be. It works. **What problems is QQCatalyst solving and how is that benefiting you?** When I'm on the phone with the customer, It's nice to be able to provide them with accurate information about their policies in real-time with no delay. I can pull up who I'm talking to and have instant information about their policies and the tasks we did for them dated in notes ### 2. The good, the bad and the ugly **Rating:** 4.0/5.0 stars **Reviewed by:** marianne p. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** QQ Catalyst has one of the best technical service teams around. They are prompt, knowledgeable and always go above and beyond to educate as well as fix the issue. They are by far the best thing about QQ Catalyst **What do you dislike about QQCatalyst?** Not an agency friendly contract. Terms are excessively filled with legalese not in step with the staffing challenges in the US. If the software was good, you would not require annual contracts to add a seat and you'd provide the ability of agencies to flex to their staffing needs. The handcuffs are outdated. Any software company that needs to lock you in should reevaluate their business practices and determine what they need to do for clients to want to stay. Rather than clients staying as a last resort. **What problems is QQCatalyst solving and how is that benefiting you?** Haven't seen much in regard to this. The system functions but nothing wows me. Would be good if they were more transparent with enhancements and what they are working on **Official Response from Nate McKissick:** > Hi, Marianne. Thanks for taking the time to share your thoughts. We take your feedback seriously and use it to make continuous improvements to our products and services. ### 3. Fast and Streamlined, but Data Entry and Duplicate Fixes Take Too Long **Rating:** 3.5/5.0 stars **Reviewed by:** Shelly B. | Commercial Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about QQCatalyst?** I like how streamlined everything is, and how quickly I can find customer information. I also like the onboarding feature because it saves time. Overall, the performance is fast, even when the system is under a heavy load. **What do you dislike about QQCatalyst?** I spend way too much time entering information into the system. It’s hard to correct mistakes during data entry, especially when someone accidentally creates multiple entries for the same contact. I wish more companies offered onboarding, or that there were a way to upload the policy and have QQ automatically populate the information in the policy section. I haven’t used the AI option and honestly didn’t realize there was one. I’d like more information on how it will be integrated into the system. **What problems is QQCatalyst solving and how is that benefiting you?** With regard to commercial renewals and keeping track of dates, QQ makes it easy to see who is due when and for which policies. ### 4. Easy-to-Navigate Cloud Platform with Strong Automation, Integrations, and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Ralph C. | Benefits Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about QQCatalyst?** 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. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** The biggest problem it helps us with is client management and follow-up. It benefits us by keeping us on track with our clients and making it easier to stay consistent with follow-ups. **Official Response from Nate McKissick:** > Thank you for your review, Ralph! We're thrilled to hear that QQCatalyst is helping you with client management and follow-up, ultimately improving consistency and efficiency in your agency. We understand that transitioning to a new system can present challenges, and we are committed to providing resources to support a smooth implementation process. We appreciate your review and look forward to continuing our partnership. ### 5. Reliable AMS! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** 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. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps streamline my agency’s daily operations by keeping client data, policies, and documents centralized and accessible. It reduces the need for back-and-forth between spreadsheets or paper files, which saves time and helps avoid errors. It also helps with task tracking, renewal reminders. As an agency owner, it gives me more visibility into what my team is working on and helps us stay organized as we grow. **Official Response from Lisa Landes:** > We're glad to hear that QQCatalyst is serving as a comprehensive and user-friendly system for your team! We appreciate your review and look forward to continuing our partnership. ### 6. Efficient Automation and Easy Use with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** William P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** 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. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** I automate and optimize my financial processes, reduce manual tasks and errors, and save operational time. I centralize information in real-time, improve reconciliations, comply with regulations, and scale operations without increasing resources. Updates keep me up to date with improvements and regulatory changes. **Official Response from Nate McKissick:** > Thank you for being a loyal user of QQCatalyst, William. It's our goal to provide an exceptional user experience, so we're glad to hear you find it so easy to use. We appreciate your review and look forward to continuing our partnership. ### 7. Easy, Fast Access to Detailed Customer and Carrier Data Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew R. | Managing Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about QQCatalyst?** 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. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** QQ is helping us keep our customer information organized and secure. We can quickly find the information we need through the search function. It's also the solution to keeping all production and renewal data in one place where it can be easily obtained. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Andrew! We're glad to hear that you find our platform easy to use and that it helps you track a large amount of data efficiently. We're happy to be a part of your business and appreciate your feedback! ### 8. Easy CRM with Effective Communication Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Joanne H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about QQCatalyst?** 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. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to track customer activity, profiles, policies, and pending customers. It's easy to use and teach to new employees. Integrates well with email and texting, maintaining consistency in customer communication and keeping all information in front of us. **Official Response from Nate McKissick:** > Thank you for your review, Joanne! It's great to hear that QQCatalyst is helping you track customer activity and profiles effectively. Please don’t hesitate to reach out if you need anything in the future.   ### 9. Very robust, and can do anything! **Rating:** 4.5/5.0 stars **Reviewed by:** Michael B. | Insurance Agent/Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about QQCatalyst?** I love being able to add notes and to be able to drop policy documents into QQ Catalyst. Makes it unnecessary to have a separate share folder. I also like that it generates Acord forms with all the policy info prefilled, especially for commercial policies. **What do you dislike about QQCatalyst?** I wish that it would bridge info automatically from PL Rating without the extra steps, because downloads take a day to a few days, id rather not have to re-type all of the insureds info. **What problems is QQCatalyst solving and how is that benefiting you?** Solves having to take massive notes and create file folders for clients. I can save word documents under their name and refer back to them when they call in. It definitely increases productivity and increases speed, and efficiency. ### 10. Useful, But Outdated, Slow, and Inefficient **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about QQCatalyst?** QQCatalyst helps keep everything in one place, which is probably the best part. I can quickly find customer information, policy details, documents, notes, and prior activity without having to search all over the place like it’s a government treasure hunt. **What do you dislike about QQCatalyst?** I do not like the new reporting process because it requires too many steps and takes too much time. There was absolutely nothing wrong with the previous report process, and the new process feels less efficient. The download link opens on a separate page, and when multiple reports are downloaded, the list only shows the date and time instead of identifying each report, which makes it confusing and inefficient. I also dislike how often the system slows down or takes a long time to load, even with fast internet. The overall layout and appearance also feels very outdated. If I had been employed with my agency before Catalyst was chosen, the outdated appearance alone would have made me hesitant to choose it. For what agencies pay for this software, I believe it should be more modern, reliable, efficient, and user-friendly. Overall, the entire system needs to be updated to better compete with other software options. Honestly, if I were Vertafore, I would consider combining the best features of QQCatalyst and AMS360 into one stronger CRM platform while keeping the price within an affordable median range. I believe that would make the system more appealing and could attract many more customers. **What problems is QQCatalyst solving and how is that benefiting you?** At this time, I cannot say that I have noticed QQCatalyst solving many new problems in a meaningful way. The system does help keep client information, policy details, documents, notes, and activity history in one place, which is beneficial for daily agency operations. However, many of the recent updates feel more like basic improvements that should have already been part of the system rather than true solutions to current agency workflow problems. For example, one recent update stated that “email setup options have been refreshed with up-to-date email providers.” While that may be useful, in 2026, having current email provider options should be a standard feature, not something that feels like a major improvement. Updates like that seem more overdue than innovative. The areas that would benefit our agency most are faster system performance, a more modern layout, fewer steps for reporting, better organization of downloads, and a more efficient overall workflow. Overall, QQCatalyst does provide a central place to manage customer and policy information, but I would like to see updates that solve actual day-to-day problems for agency users instead of changes that feel routine, overdue, or behind compared to other software options. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We appreciate your feedback and will take it into consideration for future updates! Input from customers like you helps drive our software improvements. ## 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/qqcatalyst-review-10021948?section=pricing&secure%5Bexpires_at%5D=2026-07-13+19%3A36%3A47+-0500&secure%5Bsession_id%5D=da92c470-cde4-4ed8-8b1f-5ff8eb2e43a8&secure%5Btoken%5D=00fc758b381921bcec3742b2185236aea8a38455c5f86fa42a71d154d7f10c2e&format=llm_user) ## QQCatalyst Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS](https://www.g2.com/products/ams-ams/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) - [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 (1,558 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)