QQCatalyst Reviews & Product Details

I generally like all the functions it has, it's a very large and extensive system, honestly all the functions are spectacular. Review collected by and hosted on G2.com.

I don't like the new way reports are run. Previously, I could run several reports at once, and now I have to do one at a time. I would also like more functions in the commission percentage options depending on the line of business and the coverages in personal auto companies, as the policies are paid at different percentages. For example, if the policy is:

- No proof of prior auto insurance - ??%

- Personal Auto Customer has proof of prior insurance, no lapse in coverage, and earns the Continuous Insurance Discount - ??%

- Safe driver + Homeowner Customer has proof of prior insurance, no lapse in coverage, and earns Continuous Insurance, Homeowner, and 3-Year Safe Driver discounts - ??%

I think this would help make reconciliation more effective. Review collected by and hosted on G2.com.

QQCatalyst is an all-in-one platform that makes managing my insurance agency much easier. I like how intuitive the interface is and how everything from quoting to client management is centralized in one place. The ability to store documents, run reports, and access carrier links without switching systems saves me a lot of time. Their support team is also very responsive whenever I need help. Review collected by and hosted on G2.com.

Sometimes the system can run a bit slow when loading large client files or reports, and a few features could be more customizable. The learning curve for new users can also be a little steep at first, but once you get used to it, it works great overall. Review collected by and hosted on G2.com.

I love QQCatalyst for its user-friendly features, which make it incredibly easy to manage my customer base and keep track of their sales stage efficiently. The initial setup of QQCatalyst was very simple and user-friendly, ensuring a hassle-free implementation process. One of my favorite features is the sales room's ability to send automatic emails, which saves a significant amount of time in my day by automating routine tasks and allowing me to focus on more important work. Review collected by and hosted on G2.com.

I think the appearance of QQCatalyst could be more attractive. It would benefit from looking more user-friendly with larger text, brighter colors, and a simpler design. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Initial set up/Integration is difficult if you do not have a coordinating database that makes importing easy. We had hired a 3rd party consultant at the recomendation of Verifore and it was not helpful. Resulting in big bills and still a lot of work on our end. We did have to have a dedicated team member to manage this. We did run into an odd, frustrating issue but we appreciate that our support team was able to help us overcome it. Its not the best when it comes to commissions, but I believe there could be some things we can do to help it get better for us. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Like most technology, it occasionally fails to work; however, we experience minimal downtime compared to other tech companies. I don't like the QB integration. The downloads deserve an A+ grade, but I don't like that it downloads intents to cancel but doesn't automatically remove them when the insurance company does. Review collected by and hosted on G2.com.

I greatly enjoy using QQCatalyst as it enormously facilitates my daily work with its ability to efficiently manage tasks. It allows me to easily find client information and control payments, which is crucial for the effective management of my time and resources. I particularly appreciate being able to communicate with clients effectively via text or email, which significantly improves the quality of service I can offer. Additionally, having an accurate database and receiving efficient reports allows me to keep all the information I need organized and accessible, which undoubtedly maximizes my productivity. I also value the user-friendly interface of QQCatalyst, as its ease of use has allowed us to learn to navigate the platform through practice, without the need for complicated training processes. The switch to QQCatalyst from Quick File was motivated by these advanced and updated functionalities, making the tool more complete and modern. Review collected by and hosted on G2.com.

I would like QQCatalyst to include the option for live chat with clients, the ability to send faxes directly from the platform, and better integration with Turbo Rater. Currently, much of the information has to be entered manually, as only certain information from the quote is transferred. Review collected by and hosted on G2.com.

I find QQCatalyst to be very easy to use, which greatly enhances my experience when managing agency customer information. The interface is not only visually appealing but also functional, allowing me to perform tasks swiftly and without hassle. It streamlines customer account management, making it simple to enter customer details, track agency progress, and look up policy information quickly and efficiently. The initial setup process was also hassle-free, indicating a user-friendly design right from the beginning. Overall, the intuitive usability and attractive interface significantly contribute to a seamless and efficient workflow for my needs. Review collected by and hosted on G2.com.

The commission tracking has been an issue. Carriers pay at different commission rates based on customer driving record or prior policy information, and the system cannot differentiate when that happens. Review collected by and hosted on G2.com.

I love the texting feature in QQCatalyst, which enhances our communication and makes it a valuable tool for our operations. New tools and updates are consistently introduced, keeping the platform fresh and useful. The most recent addition, the Sticky note feature, is particularly beneficial as it allows us to keep important information accessible to everyone in the office, ensuring that all team members are up to date with the current status of customer files. The platform's capabilities to keep all our clients virtual significantly streamline our agency management system, making it more efficient. Additionally, transitioning from paper files to a virtual system was relatively easy, indicating that QQCatalyst is user-friendly and adaptable. Lastly, I've been with QQCatalyst since the beginning and am satisfied with its performance to the extent that I would rate my recommendation likelihood at a 10 out of 10, reflecting my high level of satisfaction and trust in the software. Review collected by and hosted on G2.com.

I find it slightly annoying that reports in QQCatalyst do not just pop up on the screen and are sent elsewhere. While it is fine, this aspect of the software does not work as seamlessly as I would like. Review collected by and hosted on G2.com.

I love the QQCatalyst interface, which is very easy to use, and its professional design that really facilitates my daily work. This tool combines an intuitive structure that streamlines the management of policies and quotes, reducing errors and speeding up training. Additionally, its clean and organized appearance conveys confidence, improves document presentation, and contributes to a more efficient and pleasant workflow. I also appreciate the initial setup, which turned out to be very simple and was accompanied by excellent help. This has allowed me to manage and control all my clients daily while staying updated on their situation and being able to remember important dates thanks to its alerts. The overall experience has left me so satisfied that I would totally recommend QQCatalyst to a friend or colleague, with a score of 10 out of 10. Review collected by and hosted on G2.com.

There are areas that can improve: sometimes the system feels slow, the search engine does not always find the information accurately, the reports are somewhat limited in terms of customization, some integrations with insurers are not entirely smooth, and certain parts of the interface could be more flexible or modern. Review collected by and hosted on G2.com.

I really appreciate having all of our policies together in one place with QQCatalyst. This centralization makes it easier to manage and review policy information efficiently. I find it easy to use and navigate, which significantly simplifies my workflow. Additionally, the initial setup was straightforward and very informative, which helped us integrate QQCatalyst smoothly into our operations. Overall, these features make managing customer contacts, reports, and policy information much more streamlined and accessible. Review collected by and hosted on G2.com.

I dislike not being able to write a description of an individual policy under it to show on the display. This feature would be helpful when a customer owns more than one home or has multiple policies. Additionally, the inability to list an address under each policy that appears on the display complicates the process of searching for a specific policy. Review collected by and hosted on G2.com.