G2

Diane T.

Owner

Small-Business (50 or fewer emp.)

4/24/2018

"QQCatalyst helps me to grow my business by providing the technology I need to best serve our clients"

4.5/5

What do you like best about QQCatalyst?

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.

What do you dislike about QQCatalyst?

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.

Recommendations to others considering QQCatalyst:

When switching know that 100% of your data does not transfer and you will need to set aside 40+ hours to manually update customer data and commission info. Review collected by and hosted on G2.com.

What problems is QQCatalyst solving and how is that benefiting you?

We are better able to identify opportunities for growth using the widgets on the dashboard that prompt us for upcoming cross selling as well as identifying our top lines of business and our referral sources. The reporting features enable us to understand our financial outlook as well as engage with our clients. They recently improved the widgets which makes it easier to identify intent to policies that need attention for renewals, cancellations, tasks. Review collected by and hosted on G2.com.

Response from Jenny Spear of QQCatalyst

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Hi Diane,

We're delighted that QQCatalyst has met your expectations. Your satisfaction is our top priority! We appreciate your review and look forward to continuing our partnership.