--- title: QQCatalyst Reviews meta_title: 'QQCatalyst Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 608 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: 608 scale: '5' date_modified: '2026-06-29' 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:** 608 ## 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 value the **ease of use** of QQCatalyst, enjoying its efficient navigation and quick access to quotes. (87 reviews) - Users appreciate the **organization capabilities** of QQCatalyst, streamlining their insurance operations for better efficiency and clarity. (31 reviews) - Users value QQCatalyst for its **easy-to-use interface** and efficient task management capabilities, enhancing daily workflows. (24 reviews) - Users appreciate the **user-friendly interface and comprehensive features** of QQCatalyst, enhancing their workflow efficiency. (21 reviews) - Users value the **ease of use** in QQCatalyst, finding it essential for effective agency management. (20 reviews) - Users value QQCatalyst for its **effective client management** features, 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 find that **download issues** often complicate the process, leading to lost information and compatibility challenges. (14 reviews) - Users experience **slow performance** during peak times, affecting the overall efficiency of QQCatalyst. (10 reviews) - Users find the **outdated design** of QQCatalyst frustrating, especially when compared to more modern platforms. (8 reviews) - Users find the **reporting features lacking** in QQCatalyst, limiting their ability to create meaningful and customized reports. (8 reviews) - Users find the **lack of user-friendliness** in QQCatalyst's setup and navigation frustrating and unprofessional. (7 reviews) - Users express frustration with **pricing issues** , citing restrictive contracts and inflexible seat additions as significant hurdles. (7 reviews) - Users face **data entry issues** with policy details and redundancy, complicating the process and limiting functionality. (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. 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. ### 2. 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. ### 3. 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! ### 4. 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.   ### 5. 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. ### 6. QQ Catalyst: Easy to Use Invoicing and Searchable Notes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** QQ Catalyst is very easy to use and has a large variety of functions. Being able to assign tasks to other agents at my office that can be set far in the future, and the invoice/bill generator is very helpful. I like how notes are searchable, and that you can group files into folders. **What do you dislike about QQCatalyst?** When I am working on filling out an acord, it would be nice to still have access to their QQ profile to pull up info. Having to save it over and over to use QQ, especially if I get a call in the middle of working on an Acord is cumbersome. Or if I didn't have to rename the acord every time it saves, when I'm just going to reopen it again in a minute. **What problems is QQCatalyst solving and how is that benefiting you?** It is very important that our agency keep track of all our transactions. QQ being accessible to all our agents and CSR staff helps keep workflow smooth. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We're pleased to hear you find it so easy to use. We appreciate your feedback and will take your suggestion into consideration for future updates. We're happy to be a part of your business and appreciate your valuable input on our software! ### 7. Mostly Seamless experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about QQCatalyst?** QQ is very user-friendly, and everything is in one place. My favorite part is the texting feature. I also really like the ability to add logos, and the email feature is great as well. Reports are easy to run, and you can create your own. **What do you dislike about QQCatalyst?** After using the system for several years, learning how to navigate it better, and seeing some much-needed updates, I can’t say there’s anything I dislike about it. The only thing I’d like to see improved is the policy information you have to enter. For example, with Mobile Home policies there are only a few coverage options, and for Farm and Ranch and cattle grazing I’d like to be able to set them up more like General Liability policies. That way, I could create a COI without having to re-enter the information every time or choose another line of business. **What problems is QQCatalyst solving and how is that benefiting you?** It puts everyone and everything in one spot, and that benefits everyone! **Official Response from Jenny Spear:** > Hi Jessaka, Thank you for leaving your feedback on QQCatalyst. We are happy to hear that you are enjoying the texting feature and finding the system easy to use. Our goal is to organize all We aim to organize all your data in one place – we're glad to hear that you are also seeing this your data in one place – we're glad to hear that you are seeing this as well! Thank you for sharing your thoughts on downloads and emails. We take your feedback seriously and use it to make continuous improvements to our products and services. At your earliest convenience, please email marketing@vertafore.com so we can learn more about your situation. We look forward to working with you more! ### 8. Simple to use & train on **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda A. | Office Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about QQCatalyst?** They've added a feature called sticky notes, which has certainly helped us notate important information on client accounts. **What do you dislike about QQCatalyst?** The reporting feature has decreased in ease of use. Previously, the pop-up window for creating a report would remain open even after the report downloaded to my computer, allowing me to view the report and make minor adjustments to the report criteria (such as date range or producer). Now, the pop-up window disappears, requiring me to input every custom criteria over and over. It is truly several steps back in my opinion. **What problems is QQCatalyst solving and how is that benefiting you?** A one-place information system to log both customer contact information, as well as internal note on client interactions. **Official Response from Jenny Spear:** > Hi Amanda, Thank you for your review of QQCatalyst! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. Please don’t hesitate to reach out if you need anything in the future.   ### 9. Customer and Quote Management **Rating:** 4.0/5.0 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?** 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. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps us manage our customers, their policies, and their information for easy but secure access. **Official Response from Nate McKissick:** > Thank you for your feedback! It's our goal to provide an exceptional user experience, so we're glad to hear that you find QQCatalyst intuitive and easy to use. We appreciate your review and look forward to continuing our partnership. ### 10. Insurance Agency Easy to set-up a new book of business and keep operating with no problems at all! **Rating:** 5.0/5.0 stars **Reviewed by:** Meghan T. | Managing Member, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about QQCatalyst?** 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. **What do you dislike about QQCatalyst?** 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. **What problems is QQCatalyst solving and how is that benefiting you?** Email & communication with clients is much improved. I have set up email templates that get sent out automatically to every new customer, every new quote, new policy, renewal reminders and cross sale opportunities. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Meghan! We will pass your feedback on an integrated email system to our team. Your input drives 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-4264310?section=pricing&secure%5Bexpires_at%5D=2026-06-29+17%3A15%3A10+-0500&secure%5Bsession_id%5D=a8db1a7f-8c96-43d1-848b-4cac97c4dfad&secure%5Btoken%5D=1c0f9557aabbb31682224680fc86f0f69ed066196bd35212331802df7fa1d470&format=llm_user) ## QQCatalyst Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS](https://www.g2.com/products/ams-ams/reviews) - [Docusign](https://www.g2.com/products/docusign/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 Excel](https://www.g2.com/products/microsoft-excel/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) - [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 (699 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)