# 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:** 563 ## 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 love the **ease of use** in QQCatalyst, praising its navigation and efficiency in managing quotes. (97 reviews) - Users appreciate the **organization features** of QQCatalyst, simplifying access and enhancing overall functionality for their agencies. (35 reviews) - Users love the **simplicity and organization** of QQCatalyst, making insurance management easy and efficient. (26 reviews) - Users appreciate the **user-friendly features** of QQCatalyst, enjoying streamlined workflows and easy file sharing. (24 reviews) - Users value QQCatalyst for its **effective client management features** , enhancing communication and simplifying operations significantly. (21 reviews) - Users find QQCatalyst’s **data management capabilities** efficient, enabling easy retrieval and organization of client information. (21 reviews) - Users value the **responsive customer support** of QQCatalyst, enhancing their overall experience and efficiency. (19 reviews) - Easy Access (18 reviews) - Time Saving (18 reviews) - Efficiency (17 reviews) **What users dislike:** - Users experience **download issues** with QQCatalyst, particularly concerning inaccurate data handling and integration challenges. (17 reviews) - Users find the **reporting tools too basic** for advanced tracking, often resorting to external solutions for insights. (12 reviews) - Users experience **slow performance** with QQCatalyst, especially during peak hours, impacting overall efficiency. (11 reviews) - Users find QQCatalyst's **outdated design** unappealing, making it less competitive compared to modern alternatives. (9 reviews) - Users find the **data entry issues** with QQCatalyst challenging due to limited options and redundancy in client information. (8 reviews) - Users criticize the **high pricing issues** of QQCatalyst, feeling trapped by rigid contracts and inconsistent rep support. (8 reviews) - Inefficient Search Functionality (7 reviews) - Lack of User-Friendliness (7 reviews) - Users find the **commercial policy management lacking** , requiring manual input and causing inefficiencies in quoting. (7 reviews) - Learning Curve (6 reviews) ## QQCatalyst Reviews ### 1. Effortless CRM with Intuitive Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Chase P. **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I appreciate QQCatalyst for its ease of use, which significantly enhances my experience by making complex tasks more manageable. The intuitive nature of the software means I can quickly navigate the CRM functionalities without any hassle. I find the renewal reports feature especially valuable because it simplifies the process of monitoring renewals, saving me the time and effort of checking each individual carrier. Additionally, setting up QQCatalyst was remarkably easy, which facilitated a smooth transition and integration into our workflow. **What do you dislike about QQCatalyst?** Nothing **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst organizes our CRM efficiently, simplifying renewal reports and making it easy to use, even though downloads require correct setup. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Chase! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. Reviews like this make us excited to come to work each day! ### 2. Easy Anywhere Access to All Our Info **Rating:** 4.0/5.0 stars **Reviewed by:** Lynda K. | Insurance Producer and office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2026 **What do you like best about QQCatalyst?** All our information is contained in one place and easy access wherever we are **What do you dislike about QQCatalyst?** mailroom is too small and not user friendly **What problems is QQCatalyst solving and how is that benefiting you?** Having one place to access all client info **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Lynda. We appreciate your feedback on the mailroom feature and strive to improve based on your suggestions. We value your business and aim to provide the best experience possible. ### 3. A great product that could be better **Rating:** 4.0/5.0 stars **Reviewed by:** Shannon A. | Agent and Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** It makes keeping up with tasks and customers easy **What do you dislike about QQCatalyst?** Updates sometimes make things harder or takes more time to do. Also dislike that there is no way to personalize the receipts more. We would like to add a QR code for reviews and change to Thank you for your business to different seasonal options **What problems is QQCatalyst solving and how is that benefiting you?** Helping me stay organized and on task **Official Response from Nate McKissick:** > Thank you for your feedback, Shannon. Your input is essential in shaping QQCatalyst. Our team is always working on enhancing our software based on user input. ### 4. Wonderful App **Rating:** 5.0/5.0 stars **Reviewed by:** Gina B. | Administrative Assistant/Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** Keeping all our Clients information in one easy to find place. This is a daily used product. **What do you dislike about QQCatalyst?** Need to have a way to port from Carriers to QQ easily. Mis spelling a persons name by a letter should not be a "cannot find" issue. There should be a way that QQ can recognize similar names and give you choices. **What problems is QQCatalyst solving and how is that benefiting you?** QQ keeps all our clients in one place that are easily accessed. The information that is available without having to go search in the carrier site is helpful. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Gina! We value your opinion and appreciate you taking the time to share your experience. ### 5. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2025 **What do you like best about QQCatalyst?** This is the most user friendly program! When i was hired at the agency, they were using QQCatalyst and I was worried about learning a new program. I was able to teach myself and master it within 2 weeks! **What do you dislike about QQCatalyst?** I wish there was a better and easier way to pull reports **What problems is QQCatalyst solving and how is that benefiting you?** Non at the moment **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We understand your frustration around pulling reports. We are grateful for your input and look forward to continuing our partnership. ### 6. QQ Catalyst **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** simple to use, rather intuitive - I was able to figure out how to do things within the software with no real training per se. has some good features. I believe it was easy to implement and integrate with our old Applied system. **What do you dislike about QQCatalyst?** difficult to get a real person for customer support. crashes more than I think it should. cannot copy policies from one customer to another. for Commerical cannot turn a monoline policy into a package and vice versa upon renewal or rewrite. **What problems is QQCatalyst solving and how is that benefiting you?** we use QQ Catalyst as our agency managment system. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. We apologize for any difficulties you've experienced in reaching our customer support. We value your business and aim to provide the best experience possible. ### 7. Easy to Use with Great Customer Support **Rating:** 4.0/5.0 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?** Easy to use. The customer/agent support is great! **What do you dislike about QQCatalyst?** I wish once a policy was sold in AZ, that it would go directly to a policy in QQ. Currently, we have to go in and "issue" the policy. **What problems is QQCatalyst solving and how is that benefiting you?** QQ is helping us keep everything in one place! **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst! We value your opinion and strive to improve based on your suggestions. ### 8. Easy to Use with Excellent File Organization **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?** Ease of use and organization ability for files **What do you dislike about QQCatalyst?** Some functions are not working for me. I will call support to address. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for my clients at an insurance agency with most of my clients being commercial insurance. Easy to create and sign Acord forms. **Official Response from Nate McKissick:** > Thank you for your feedback on QQCatalyst. It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We appreciate your review and look forward to continuing our partnership. ### 9. Easy to use for Personal Accounts, but Commercial needs Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** Easy use of finding personal for personal accounts **What do you dislike about QQCatalyst?** Not useful or easy to use for Commercial accounts **What problems is QQCatalyst solving and how is that benefiting you?** I have no problems being solved **Official Response from Nate McKissick:** > Thank you for your feedback, we are continuously working to improve our software. We appreciate your input and will take it into consideration for future updates. ### 10. Gamechanger **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica T. | Agent and agency admin, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** From automation of tasks like emails and tasks, integration of useful applications we already use like Docusign, QQ Catalyst has been a game changer for our small agency! And its cloud based, so easy access from anywhere. Plus the data management is top notch. Definitely one of the best purchasing decisions we made so far! **What do you dislike about QQCatalyst?** Can't think of anything I truly dislike, the system is very user friendly. I would like to be able to run a report of deleted items and tasks for compliance purposes, but have been told that is being added soon **What problems is QQCatalyst solving and how is that benefiting you?** Data management and storage. Easy ACORDs that prefill data form our client files. QQ Catalyst also simplifies time management and help keep workflows efficent. **Official Response from Nate McKissick:** > Your review made our day, Jessica! It's fantastic to know that QQCatalyst helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback! ### 11. My Experiences With QQCatalyst **Rating:** 4.0/5.0 stars **Reviewed by:** Mufti Jamil A. | Managing Partner, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2018 **What do you like best about QQCatalyst?** It is a good system logging in client in formation. It is simple and easy to use. It's very useful in collecting client information and pre-populating accords. **What do you dislike about QQCatalyst?** It is expensive for the features provided. **Recommendations to others considering QQCatalyst:** This service is works really well if most of your clients have commercial policies. For Personal lines, I have dealt with software this is faster and more user friendly. **What problems is QQCatalyst solving and how is that benefiting you?** It is good to use with commercial clients as you can add many different types of insurance to a clients profile. ### 12. Great program to stay organized, and in touch with customers **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about QQCatalyst?** It is a convenient way to keep all customer information organized and accessible for everyone in the company. They also offer a really great support team when you are having any issues. I use it every single day! **What do you dislike about QQCatalyst?** I find the email function has some kinks to work out. I have needed tech support a few times for it and it is such a key feature for us. **What problems is QQCatalyst solving and how is that benefiting you?** It keeps all of our customer contact info simplified and organized. Some carriers do not down load to QQ but that is a problem on the carriers end not QQ. It makes customer out reach and keeping in touch and providing them with top service so easy! **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. We value your opinion and strive to improve our software based on your suggestions. ### 13. User-Friendly Interface That Makes Information Management Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Kaori I. | Administrative assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** It's user friendly interface. It's not complicated to use and navigate and it allows you to put as much information as you may need **What do you dislike about QQCatalyst?** system errors, the latest update where reports don't get automatically downloaded. SOmetimes the email option fails **What problems is QQCatalyst solving and how is that benefiting you?** client follow ups, organization. File organization and reminders to follow up on them **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Kaori. We value your opinion and appreciate you taking the time to share your experience. ### 14. Effective Task Management but Reports Need Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Victoria N. **Reviewed Date:** January 27, 2026 **What do you like best about QQCatalyst?** I like the task feature in QQCatalyst. I use my tasks every day to keep policy info current and up-to-date. **What do you dislike about QQCatalyst?** The commission and reports features are very antiquated. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst keeps our files, tasks, and client info in one place. I like the task feature, using it daily to keep policy info current and up to date. **Official Response from Nate McKissick:** > Thank you for leaving a comment, Victoria. Your input is essential in shaping QQCatalyst. We understand the importance of modern features, and will take your feedback into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 15. Indispensable Tool for Our Daily Insurance Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Michel A. | Insurance Agency, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** At Sebanda Insurance, QQCatalyst has become an essential part of our daily operations. **What do you dislike about QQCatalyst?** User interface feels old-fashioned compared to newer platforms. **What problems is QQCatalyst solving and how is that benefiting you?** All client information — quotes, policies, documents, renewal dates, emails — stays in one place. This makes it easier for us to provide fast service to our customers at Sebanda Insurance. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Michel. We appreciate your feedback on the user interface, and we are always working to enhance our software based on input from our customers. Please don’t hesitate to reach out if you need anything in the future.   ### 16. Effective for Agency Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Matt S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about QQCatalyst?** I like the certificates feature in QQCatalyst. **What do you dislike about QQCatalyst?** The download process could be improved, as it was somewhat difficult due to the way downloads were processed on the old system. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for agency management, mainly for consolidating customer information. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Matt! We value your opinion and strive to improve based on your suggestions. We appreciate your feedback and look forward to continuing our partnership. ### 17. Easy Setup and Intuitive Interface, helpful and knowledgeable support **Rating:** 4.5/5.0 stars **Reviewed by:** Jorge H. | President & General Managing Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2025 **What do you like best about QQCatalyst?** Setting up the product was straightforward and using it has been just as simple. The user interface is intuitive and visually attractive, making the overall experience enjoyable. Vertafore's customer support is first in class, their training is detailed and the company rep's are very knowledgeable and helpful. **What do you dislike about QQCatalyst?** While there is no built-in accounting feature, I found it helpful that there are convenient options for importing data into Quickbooks. **What problems is QQCatalyst solving and how is that benefiting you?** I use this for maintaining customer files and managing document retention at my insurance agency. It helps ensure accurate handling of customer information and file organization. Additionally, it supports the management of renewals and facilitates communication with customers. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Jorge! It's our goal to provide exceptional customer service, so we're glad to hear you had a positive experience. We appreciate your review and look forward to continuing our partnership. ### 18. Effortless Client Management with QQCatalyst **Rating:** 5.0/5.0 stars **Reviewed by:** Matt D. | Insurance Agent / Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2026 **What do you like best about QQCatalyst?** I use QQCatalyst for Insurance CRM, and I find it easy to use. The initial setup was also easy, which is a huge plus. **What do you dislike about QQCatalyst?** NA **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst for organizing clients and notes. It's easy to use. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Matt! We value your opinion and appreciate you taking the time to share your experience. ### 19. Sales Agent **Rating:** 5.0/5.0 stars **Reviewed by:** Franklin M. | sales agent, Enterprise (> 1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about QQCatalyst?** What I like best about QQCatalyst is its intuitive design and user-friendly interface, which makes it easy to navigate even complex tasks. The system is well-organized, allowing quick access to client files, policy details, and document templates, which saves a lot of time on daily administrative work. The automation features, like reminders and email integration, are a real plus, helping ensure follow-ups are timely and nothing slips through the cracks. The reporting tools are also comprehensive, offering valuable insights that aid in business planning and client management. Overall, it’s an efficient and streamlined tool for managing insurance workflows. **What do you dislike about QQCatalyst?** One thing I dislike about QQCatalyst is that it can sometimes feel sluggish, especially when handling large amounts of data or generating reports, which can slow down workflows. The customization options, while useful, feel somewhat limited, especially for more specialized agency needs. Additionally, occasional system glitches or downtime can disrupt productivity, and it would be helpful if there were faster support response times when issues arise. Overall, while it’s a powerful tool, a few performance and flexibility improvements could make it even better. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps streamline agency management by consolidating client information, policy details, and communications into one accessible platform. It solves the problem of disorganized client data and allows for easy tracking of renewals, policy updates, and client communications. This benefits me by saving time, improving accuracy, and enhancing productivity, as I can quickly access all necessary details for clients and policies without searching multiple places. The automation features for reminders and renewals also help prevent missed deadlines, making the process smoother for both me and my clients. **Official Response from Jenny Spear:** > Hi Franklin, Thank you for being a loyal user of QQCatalyst! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 20. Excellent System for Tracking New Business and Renewals **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** It's a great system! I like how I can see our new business vs. renewal and how it breaks down the number of auto policies vs. home etc. There are so many great features plus it's easy to use! **What do you dislike about QQCatalyst?** Can't say I can think of a downfall at the moment **What problems is QQCatalyst solving and how is that benefiting you?** I used to keep client information in Outlook but with QQ, everything is organized and right in my client's file. One click of a button and everything I need is right there! **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Rebecca! We're happy to be a part of your business and appreciate your feedback! ### 21. Effortless Data Transfer Between Lightspeed and PLrater **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I appreciate how easy it is to transfer information between Lightspeed and PLrater. This functionality makes it much faster to process quotes and client details when helping insured individuals and agents. **What do you dislike about QQCatalyst?** The search feature could use improvement, as it often fails to retrieve policies when searching by address, complex policy numbers, or phone numbers. **What problems is QQCatalyst solving and how is that benefiting you?** QQ makes it much easier to organize clients who have several policies and documents. Additionally, it simplifies communication with insured clients by allowing quick sending of documents and bills. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We value your opinion and appreciate you taking the time to share your experience. ### 22. Easy to use simple to understan **Rating:** 4.0/5.0 stars **Reviewed by:** Angelica D. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about QQCatalyst?** I like that it is easy to use. Easy to understand and lots of things you can do on it. **What do you dislike about QQCatalyst?** Not that this a QQ issue but more of me issue. There are features that are available that I am not familiar with or know about. **What problems is QQCatalyst solving and how is that benefiting you?** Keeping information organized helping keep track of things that I have done, need to be done, and making task easier. **Official Response from Nate McKissick:** > Hi, Angelica. It's our goal to provide an exceptional user experience, so we're glad to hear you find QQCatalyst easy to use. We're grateful for your input! ### 23. Very Easy to Use for Keeping Client Policies Organized **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?** Very easy to use, and keeps all our clients policies organized and easy to use format. **What do you dislike about QQCatalyst?** Wish we could include service notes in QQ **What problems is QQCatalyst solving and how is that benefiting you?** CRM- keeps our client data organized **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst! We value your opinion and appreciate you taking the time to share your experience. ### 24. QQ Catalyst great for Insurance Agents **Rating:** 4.5/5.0 stars **Reviewed by:** Michael B. | Agency Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about QQCatalyst?** I like how QQ Catalyst shows my upcoming policy renewals 30, 60, 90 days out. I like attaching policy documents to the file tab in QQ. I like the texting feature from QQ to my clients that locks in the text with time date stamp. **What do you dislike about QQCatalyst?** Progressive policies don't automaticallly update at renewal. **What problems is QQCatalyst solving and how is that benefiting you?** Documentation to help eliminate E&O issues, Acord forms pre fill. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about QQCatalyst, Michael! We value your opinion and appreciate you taking the time to share your experience. ### 25. Streamlined Updates and Easy Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** victoria@citrusintegrity.com M. | Customer Service Rep and IT, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** Learning how to use the database was straightforward, and I am impressed by the updates that have made everything even more streamlined. **What do you dislike about QQCatalyst?** Interacting with the database through texting can feel awkward. Opening messages and replying to them isn't as straightforward as just clicking and proceeding. Also, we have many emails that are no longer in the database and we are unable to retrieve them due to age. **What problems is QQCatalyst solving and how is that benefiting you?** Our office uses QQCatalyst as our insurance database. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Victoria. We appreciate your feedback on the database feature and strive to improve based on your suggestions. We look forward to continuing our partnership. ### 26. Easy Client Tracking That Keeps Me Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Trip B. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about QQCatalyst?** Being able to track my clients, and know when renewals are **What do you dislike about QQCatalyst?** trying to get the clients in the system. **What problems is QQCatalyst solving and how is that benefiting you?** I had issues remembering when renewals were. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Trip. We're grateful for your input and are thrilled to hear our software is helping you stay organized. We appreciate your feedback and look forward to continuing our partnership. ### 27. QQCatalyst is an invaluable tool for insurance agents. **Rating:** 5.0/5.0 stars **Reviewed by:** Breslin P. | LSP, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** The ability to bridge existing policies into Vertafore's PL Rater. This feature is a life saver and I use it almost every day! This makes it incredibly fast and easy to shop existing customers around, saving us policies! **What do you dislike about QQCatalyst?** The ONLY thing I dislike about QQCatalyst is the "Manage Certificate Holders" feature when typing up Acord 25's. I just think this feature could be optimized better is all. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst solves many problems I face on a daily basis. Mostly by saving me time. No matter what I'm doing, QQCatalyst makes it easy for me to complete my task and move onto the next customer! **Official Response from Nate McKissick:** > Hi, Breslin! Thank you for your review of QQCatalyst. We are grateful for your input. We understand your frustrations around the 'Manage Certificate Holders' feature. Our team is always working on enhancing our software based on user feedback like yours. ### 28. Really Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Jovany L. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about QQCatalyst?** One of the many things I enjoy about QQCatalyst is the ease and convenience that the product offers for those of us that are not so tech savvy. It's easy to use and the system organizes items in a way that makes everything easily accessible. QQTexting is not only helpful to the users, but for clients as well when documents need to be received on a shorter notice. I would recommend this product to anyone looking for ease, convenience and reliability. **What do you dislike about QQCatalyst?** I don't have anything that I dislike about the product. **What problems is QQCatalyst solving and how is that benefiting you?** I haven't had any problems. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Jovany! We're delighted that our software has met your expectations. Your satisfaction is our top priority. Reviews like this make us here at Vertafore excited to come to work each day! ### 29. Exceptionally User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Wilfredo H. | agency owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** user friendly it pretty easy finding things **What do you dislike about QQCatalyst?** so far no complaints i have been using it for over a month **What problems is QQCatalyst solving and how is that benefiting you?** it makes it easier to work with clients **Official Response from Nate McKissick:** > We're delighted that QQCatalyst has met your expectations, Wilfredo. We value your opinion and appreciate you taking the time to share your experience. ### 30. Simple Product - Complex Results **Rating:** 4.0/5.0 stars **Reviewed by:** Kristen P. | Office Manager, Senior Sales Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about QQCatalyst?** I am a fan of QQ products. I apreciate how the service reps are very friendly and knowlegable. I trust that when I call for help, they will show me a work around (I dont call for difficulty in product, usually just to help me detail a report to run). Between the raters and always changing to meet up with the times, and new features added to the Catalyst - it gets more user friendly by the day. I am a daily user of this product in our insurance agency. **What do you dislike about QQCatalyst?** I would like to see a property list. I also seem to have a hard time managing downloads when they dont match for any variety of reasons. **Recommendations to others considering QQCatalyst:** n/a **What problems is QQCatalyst solving and how is that benefiting you?** The auto seems to be user friendly. I do not have any issues to solve. **Official Response from Hillarie Holcomb:** > Hello, Thank you for letting us know what you think about QQCatalyst! We're happy to hear you're finding the platform easy to use and that you've had a positive experience with our support team. We love insurance, so our team is always happy to jump in to support our customers with whatever they need. Thank you for also letting us know which features you would like to see improved. We take customer feedback seriously and use it to prioritize updates. Be sure to submit your feedback through Vertafore Ideas in your My Vertafore account so that our product teams and other customers can see and vote. Thank you! ### 31. QQ Catalyst review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about QQCatalyst?** I liked that the navigation was a lot easier and if you needed help with something, the tech support was easy to work with. **What do you dislike about QQCatalyst?** Matching the downloads with customers when the customer appears in the list. It sometimes will not sync up. **What problems is QQCatalyst solving and how is that benefiting you?** Keeps all attachments in one centralized location instead of needing to get other cloud storage services. **Official Response from Hillarie Holcomb:** > Hello, We appreciate your kind words and are so glad to hear that your experience using [product] has been a positive one. We genuinely care for our customers and are delighted to know that our solutions make a difference for your agency. Your input on matching downloads would be perfect to add to Vertafore Ideas. It's our tool for users to collaborate with others and let us know what enhancements they'd like to see in the future. Check it out when you get a chance, and please let us know if you have any questions. Thank you again for sharing your feedback! ### 32. Easy to Use with Great Email Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Bruce K. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** Integration with Email and Ease of use. Onlline help **What do you dislike about QQCatalyst?** Ability to attach items from Mail room when Responding to a Emails **What problems is QQCatalyst solving and how is that benefiting you?** Currently our agency has not used QQ to the fullest. I am an old AMS for Windows user going back to the Agena Premier days. As the new Agency Manager of our agency I am looking forward to utilizing QQ better **Official Response from Nate McKissick:** > Thank you for sharing your thoughts with us, Bruce. Your feedback helps us improve. We appreciate your input and will take it into consideration for future updates. ### 33. Very helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Diana P. | Managing Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** I love that I can easily pull reports for renewals, cross selling, etc. It has a variety of customizable letter we can quickly send out customers. Top tier organization. We use it daily and it has great integrations to esignature softwares. Customer support is easy to reach and always seem to resolve our issues, if any. **What do you dislike about QQCatalyst?** There are some things that are missing like some lines of coverage. The mailroom seems overwhelming or not functional at all. **What problems is QQCatalyst solving and how is that benefiting you?** I have received help with creating reports and solving glitches in the dashboard. **Official Response from Nate McKissick:** > Hello! Thank you for your review of QQCatalyst, Diana. We value your opinion and strive to improve based on your suggestions. Hearing from customers like you helps us grow and evolve our software. ### 34. Good system, but lacks batch file editing capabilities **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about QQCatalyst?** It’s a good system that fulfills its basic purpose and works reliably. Easy of integration **What do you dislike about QQCatalyst?** However, it hinders productivity by not allowing batch modifications of multiple files at once—such as names, policies, or folders. This complicates document management when working with large volumes and requires repetitive manual changes. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me solve key challenges in managing my insurance agency by centralizing all my client information, speeding up policy processing, and automating routine tasks. This allows me to get quotes faster, stay better organized, and provide improved service. For me, it means less manual work, fewer errors, and more time to focus on growing my book of business while keeping my clients happy and informed. It makes handling policies, endorsements, renewals, and communications more efficient and reliable. **Official Response from Lisa Landes:** > Thank you for sharing your experience with QQCatalyst. Completely understand the need for batch file editing and will explore ways to enhance the system's capabilities in this area. ### 35. It is pretty user friendly, I use it at work everyday and it has made my life easier **Rating:** 5.0/5.0 stars **Reviewed by:** Rayen Isabel M. | Administrative - Franchise Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about QQCatalyst?** How it is so easy to use and the many tools it has. **What do you dislike about QQCatalyst?** Sometime some downloads take time for some carriers **What problems is QQCatalyst solving and how is that benefiting you?** QQ is solving the downloads and it is benefitial for us since it gives us a more accurate report of our sales. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst! We value your opinion and strive to improve based on your suggestions. ### 36. Great for downloads, but finicky and not very straight forward at all. Requires constant babysitting **Rating:** 3.5/5.0 stars **Reviewed by:** Carli A. | agency owner/agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about QQCatalyst?** Receives my downloads, usually. The interface is pretty easy to use and inviting. **What do you dislike about QQCatalyst?** Automation is available but has very low open rate compared to other forms of automation like Agency Zoom. Emails do not send well/receive from QQ. Almost every email sent out goes to my client's spam folder **What problems is QQCatalyst solving and how is that benefiting you?** They are pretty easy to get a hold of, but it still seems to leave a lot to be desired. I hope they can merge the idea of QQ CAtalyst with Agency Zoom for a great product. **Official Response from Jenny Spear:** > Hi there, Thank you for sharing your thoughts with us. Your feedback helps us improve. We appreciate your input and will take it into consideration for future updates! ### 37. Keeps Clients Organized, But Needs More Structure **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** It keeps our clientele organized effectively **What do you dislike about QQCatalyst?** There is room for error and confusion in that not ever part of the software is structured (ie pending policy information, errors with downloading carrier data, etc) **What problems is QQCatalyst solving and how is that benefiting you?** Keeping clientele organized--makes it easy to search for clients in our system and view their information, speeds up phone call times **Official Response from Nate McKissick:** > Thank you for sharing your thoughts with us. Your feedback helps us improve. ### 38. My experience with QQ Catalyst has been great. it is very user-friendly. **Rating:** 4.5/5.0 stars **Reviewed by:** Alex H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** What I like best about QQ Catalyst is its intuitive, user-friendly interface that makes managing client information, policies, and documents seamless and efficient. **What do you dislike about QQCatalyst?** What I dislike about QQ Catalyst is that it can occasionally be slow to load certain pages or reports, which can interrupt workflow during busy times. **What problems is QQCatalyst solving and how is that benefiting you?** QQ Catalyst is helping solve the problem of organizing and managing client data, policies, and communications in one centralized platform, which benefits me by saving time, reducing errors, and improving overall efficiency in servicing our clients. **Official Response from Lisa Landes:** > We're thrilled to hear that you find QQCatalyst to be user-friendly and efficient for managing client information and policies. Thank you for leaving a review, Alex! ### 39. Effortless to Use and Perfect for New Users **Rating:** 4.0/5.0 stars **Reviewed by:** NSC . | Insurance agent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about QQCatalyst?** It is very easy to use. Everything is simplified so any new users can adapt easily. **What do you dislike about QQCatalyst?** Accounting seems a little difficult. You need to put policy to pend in order to change the billing. **What problems is QQCatalyst solving and how is that benefiting you?** The report system on QQ makes it easy to get a full report on whatever information i need. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. We value your opinion and strive to improve based on your suggestions. ### 40. Very Easy to use and a great system that gives you access to everything you need. **Rating:** 4.5/5.0 stars **Reviewed by:** Cole G. | VP Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2023 **What do you like best about QQCatalyst?** The ease of the system. You can navigate it quickly and easily. **What do you dislike about QQCatalyst?** Some accounts dont connect easily and go into a Que and you wouldn’t know unless you looked there. We have an agency security system that monitors emails and for some reason we have our internal emails flagged from QQ **What problems is QQCatalyst solving and how is that benefiting you?** Storing Client Data allowing access from anywhere. ### 41. Unethical accounting and billing practices **Rating:** 0.0/5.0 stars **Reviewed by:** AZZMIE A. | ceo, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about QQCatalyst?** Functionality and ease of use makes this my preferred product for agency management. **What do you dislike about QQCatalyst?** The billing department let 5 months of unpaid invoices pile up due to an expired credit card. They made no diligent effort to contact me. I was unaware. They locked my user name and password. A person did this and refused to identify who did it to avoid a small claims suit. I had to pay half the past due balance just to unlock my account. Unreasonable, unprofessional, and unethical. Never give these people your bank info. **What problems is QQCatalyst solving and how is that benefiting you?** Unethical billing practices. Replace the billing staff and make sure the new team follows a code of ethics. ### 42. Organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about QQCatalyst?** QQCatalyst helps me keep my business organized. With customizable reports, I can always find what I need. When I need assistance, the support team is quick to respond and knowledgeable. **What do you dislike about QQCatalyst?** QQCatalyst often is slow or encounters errors that slow me down. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me know know exactly what my business looks like and how it is changing by tracking key factors such as writing carrier and line of business. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst. We are committed to continuously enhancing our platform to provide even more benefits to our users. ### 43. excellent platform **Rating:** 5.0/5.0 stars **Reviewed by:** jeanette G. | agent, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about QQCatalyst?** the different options it has to work the policies the easy way the policies are able to dowload **What do you dislike about QQCatalyst?** i havent found something i havent liked yet. **What problems is QQCatalyst solving and how is that benefiting you?** it gets resolved if we have any with in less that 30 min. **Official Response from Nate McKissick:** > Hello, Jeanette! 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. ### 44. Works well but has some errors **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about QQCatalyst?** There have been a lot of times lately where QQ is down or unavailable. **What do you dislike about QQCatalyst?** Work all of the time as we pay a lot to use it **What problems is QQCatalyst solving and how is that benefiting you?** Policy downloads from our multiple carriers is the main benefit. Also keep track of our customers contact info **Official Response from Hillarie Holcomb:** > Hi there, Thank you for taking the time to leave us a review. We're happy to hear that you're finding QQCatalyst easy to use and are seeing all its benefits in your agency! We understand how frustrating downtime can be and apologize for the inconvenience. We take your feedback seriously, and our teams use it to improve continuously. Thanks again! ### 45. office manager **Rating:** 5.0/5.0 stars **Reviewed by:** robyn m. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about QQCatalyst?** Being able to type certificates, insurance cards etc. Nice to be able to look up insureds information with out having to log into carrier. **What do you dislike about QQCatalyst?** Everything works well can think of anything **What problems is QQCatalyst solving and how is that benefiting you?** The reports are great to run renewals. **Official Response from Nate McKissick:** > Your feedback made our day, Robyn! We're delighted to hear that QQCatalyst works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 46. Love the new updates **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica L. | Customer Support, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** I like the new updates, they make workflow easier **What do you dislike about QQCatalyst?** I wish you could copy email addresses from the top portion of the customer profile. **What problems is QQCatalyst solving and how is that benefiting you?** Its helping me make sure I am staying on top of renewals for customers **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Jessica! We appreciate your input and use it to grow and evolve our software. We look forward to continuing our partnership. ### 47. QQ is solid and steady **Rating:** 4.0/5.0 stars **Reviewed by:** Todd M. | Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about QQCatalyst?** I like storing client info and it makes it easier to requote. **What do you dislike about QQCatalyst?** sometimes when i move clients to my rating system info does not transfer so this needs to be fixed. **What problems is QQCatalyst solving and how is that benefiting you?** Ease of use and storage of client policies and info. **Official Response from Jenny Spear:** > Hi Todd, Thank you so much for your kind words! We're thrilled to hear that QQCatalyst works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 48. 10 STARS for QQ **Rating:** 5.0/5.0 stars **Reviewed by:** Gloria D. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about QQCatalyst?** QQ helps make my job more efficient. I am able to do everything in a timely manner. I also appreciate that when I do have an issue I can call and customer service is so helpful every time. Typically its a user error problem and its an easy fix. **What do you dislike about QQCatalyst?** I don't really have anything bad to say about QQ. Anytime I have had an issue its been resolved in minutes. **What problems is QQCatalyst solving and how is that benefiting you?** My email was not connected correctly to where I was able to send direct emails to my insureds. Cole fixed this issue remotely and I was ready to send out emails. Which has 100% helped with my time management. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Gloria! We're delighted that it has met your expectations. Your satisfaction is our top priority. Reviews like this make us excited to come to work each day! ### 49. Keeps Client & Policy Info Organized With Helpful Renewal Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2026 **What do you like best about QQCatalyst?** It keeps all client and policy information categorized and sets reminders for upcoming renewals **What do you dislike about QQCatalyst?** There are many tabs that are not needed by an agent **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst automates repetitive tasks like renewal reminders, follow-up emails, and task scheduling so you don’t have to run those processes manually every day **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst. We value your opinion and strive to improve based on your suggestions. ### 50. QQCatalyst Honest Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kesslie S. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about QQCatalyst?** QQCatalyst is very user-friendly and super convenient for my company. I would say that whoever has a business and comes across this Program should try it. I use this program almost everyday when I'm working. Also, another very important thing I would like to add is that the support system they have is amazing and they are super easy to get a hold of unlike other companies. **What do you dislike about QQCatalyst?** I dont think I have anything to say towards disliking QQCatalyst. **What problems is QQCatalyst solving and how is that benefiting you?** Using QQCatalyst has truly streamlined our agency’s operations. Before implementing it, managing client information and policy details felt scattered and inefficient. Now, everything is centralized, which saves time and minimizes errors. The automation of daily tasks like renewals and follow-ups has also increased productivity. It's easier to stay compliant, communicate with clients consistently, and gain insights into performance through reporting tools. Overall, it’s made our workflow smoother and our service stronger. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Kesslie! We're thrilled to hear that QQCatalyst works so well for your agency. We appreciate your review and look forward to continuing our partnership. ## 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-18+08%3A44%3A09+-0500&secure%5Bsession_id%5D=b2d124e5-0fd8-488a-aae9-26af9d8c3252&secure%5Btoken%5D=f0577aded8e4ac039bdd1bd7d702b5805e279eac0d07b11579b260b372ab0905&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 (1,552 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (685 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (83 reviews)