# 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. Streamlined, User-Friendly Tool Worth Bringing to a New Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Alyson C. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about QQCatalyst?** I find it very streamlined and user-friendly. I used it at my previous agency, and when I moved to a new one, I had them implement the system there as well. **What do you dislike about QQCatalyst?** The only thing I don’t like about QQ is that I can’t seem to get the commissions to calculate correctly. Some carriers offer different percentages based on package deals and similar arrangements, so I’m constantly having to go back in and manually enter corrections. **What problems is QQCatalyst solving and how is that benefiting you?** It helps me keep everything neat and organized. I find it detailed and easy to follow, which makes it simple to stay on track. You really can’t beat the price, and having a support line available with this system is a big plus. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with QQCatalyst, Alyson! We're thrilled to hear that our product has been beneficial for you in keeping your work organized. We value your opinion and appreciate you taking the time to share your experience. ### 2. QQCatalyst Keeps Our Agency Organized with Time-Saving Workflows and Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Sam P. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about QQCatalyst?** What I like most about QQCatalyst is how smoothly it keeps everything organized. It makes it easy to manage clients, track policies, and handle renewals without feeling overwhelmed or bogged down. The workflows and automation tools save time and help reduce errors, which makes a real difference in day-to-day efficiency. Overall, it provides a cleaner, more streamlined way to manage agency operations. **What do you dislike about QQCatalyst?** One thing I dislike about QQCatalyst is that certain parts of the system feel outdated and slower than they should be, especially when switching between screens or loading client files. Some workflows also take too many clicks, which makes otherwise simple tasks take longer than necessary. It does get the job done, but the interface could be more modern and streamlined to improve overall efficiency and make day-to-day use feel smoother. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps solve the challenge of keeping client information, policies, and documents organized in one place. Rather than juggling spreadsheets, emails, and multiple separate systems, everything is centralized and easy to find when I need it. Features like automated downloads, task reminders, and renewal tracking help reduce the risk of missing important deadlines. Overall, it saves time, cuts down on manual work, and makes day-to-day agency operations run more smoothly. **Official Response from Nate McKissick:** > Hi, Sam. Thanks for your review of our product! We're thrilled to hear that QQCatalyst is helping to keep your agency organized and efficient with its time-saving workflows and automation tools. We appreciate your review and look forward to continuing our partnership. ### 3. User-Friendly but Lacking Robust Reporting **Rating:** 2.5/5.0 stars **Reviewed by:** Jessivah . | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about QQCatalyst?** All of my agents find QQCatalyst to be very user-friendly, and they feel a lot of comfort in using the system. It allows productivity to be at its max because the system is user-friendly, enabling my agents to help customers efficiently. Furthermore, the tool helps by reducing the waiting time for customer calls. One feature that the agents particularly like is the sticky notes function, which pops up to show who was working on a task and the last notes on it, contributing to a more diverse experience. **What do you dislike about QQCatalyst?** QQCatalyst doesn't provide the top-tier reports that I need, especially for accounting. It is not accounting-ready or production-ready for the volume of clients we service. The key issue is with the reports; we're unable to see our production and revenue accurately. There's a lot of duplicate data in the system, which affects accuracy. When carriers download statements, the system shows it as a new policy instead of a rewrite. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst serves as a data warehouse for storing customer information. It is user-friendly, enhancing productivity by allowing agents to assist customers efficiently and reducing call wait times. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about QQCatalyst, Jessivah. We understand the importance of robust reporting and accurate data, and we will take your feedback into account for future updates. We value your business and aim to provide the best experience possible. Please don’t hesitate to reach out if you need anything in the future. ### 4. Convenient File Organization with Minor Annoyances **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** I find QQCatalyst very convenient and easy to use. I like that it helps in saving files and details for clients, including personal information and sticky notes. It keeps information organized so I don't have to save it to my desktop or in random files on my computer. Everything is within QQCatalyst, making it organized and more modern. **What do you dislike about QQCatalyst?** I guess the way that when a file randomly gets dragged over QQCatalyst (even if I don't want to save that file), the entire screen will show 'upload file' and I will have to drag a random file for that to disappear then delete it. It's more of an annoyance. Maybe fix that. When I have multiple files open on my screen and a file gets dragged across the screen, I would like for that 'drag file to upload' to not show up when my intention is to not upload a file. The initial setup was not easy; it was very disorganized years ago, but it has become more modern and convenient now. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps me keep information organized without needing to save files on my desktop. It stores client details and notes conveniently. **Official Response from Nate McKissick:** > Hello, Lauren! 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 our product easy to use. We're happy to be a part of your business and appreciate your feedback! ### 5. Essential for Insurance Agencies, With Room for Mailroom Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Camryn R. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2025 **What do you like best about QQCatalyst?** I use QQCatalyst within my insurance agency, and I love how it provides a safe and confident space to store client information, allowing us to track all policy changes, renewals, and claims easily. It helps us stay organized and on top of all our clients' active policies. I appreciate being able to generate Acord forms requested by carriers, which saves us time. One of the things I like most is how it allows me to quickly see a brief rundown of my client's policies, which is very helpful, especially when I'm on the phone with a client. The initial setup was very easy, thanks to the internal help and support provided. **What do you dislike about QQCatalyst?** I run into issues with the mailroom. That being not always showing consistency on incoming or outgoing threads like the connection breaks. It is run into every so often. So, right now I am handling my coworker's QQ mailroom as she is out on maternity leave, and when I go to their 'Sent Mail' folder, nothing appears. But, they are receiving incoming emails to the inbox. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to organize and track clients' policies, renewals, and claims, saving time with Acord forms. It also provides a quick overview of client policies, essential during calls. **Official Response from Nate McKissick:** > Thank you for your review of QQCatalyst, Camryn! We're glad to hear that our product is helping you stay organized, and we understand the importance of a reliable mailroom feature. We appreciate your input and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 6. Effortless CRM with Smart Flows **Rating:** 5.0/5.0 stars **Reviewed by:** Juan C. | Agency Owner/Main Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about QQCatalyst?** I find QQCatalyst to be a nice and neat CRM that's easy to use. I really like the smart flows feature, which makes it easy to find customers and manage their profiles by adding policies and generating renewal reports. The initial setup was very easy, thanks to the helpful tech support. Overall, QQCatalyst makes organizing clients much simpler and more efficient for my insurance agency. **What do you dislike about QQCatalyst?** Texting will be better using the office number instead of using a system provided number **What problems is QQCatalyst solving and how is that benefiting you?** I find QQCatalyst helps with client organization using smart flows, making it easy to find customers, add policies, and generate renewal reports. It's a nice and neat CRM that's easy to use. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Juan! 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! ### 7. User-Friendly CRM with Potential for Growth **Rating:** 3.5/5.0 stars **Reviewed by:** Britt H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about QQCatalyst?** I like that QQCatalyst is user-friendly for the most part, even though there is a lot more to learn about how we can use it to our agency's advantage. I like how you can upload files very easily and how it generates all our accord forms for us for our commercial clients. **What do you dislike about QQCatalyst?** I feel like we may not use QQCatalyst to its full potential and it's a little irritating that the IVANS doesn't download fully if the exact underwriting companies don't match our companies. It has to be done manually, and that's very tedious. I hope they can figure out a better way to download and upload our new policies and their renewals without us having to manually correct the download and match the policies. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst manages client information, organizes operations, and centralizes records, enhancing our agency's organization and efficiency. **Official Response from Nate McKissick:** > Thanks for your feedback on QQCatalyst, Britt. It's our goal to provide an exceptional customer experience, so we're glad to hear you find it user friendly. We appreciate your input and will take it into consideration for future updates. ### 8. Efficient Policy Management, Clumsy Interface **Rating:** 1.5/5.0 stars **Reviewed by:** William C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** I like QQCatalyst for its ability to keep up with policy downloads. It offers a single place for keeping all customer files and information, ensuring that the downloads coming from the carriers are accurate. **What do you dislike about QQCatalyst?** I find the user interface of QQCatalyst to be ancient and somewhat difficult to navigate. The search functionality is poor, making it really difficult sometimes to search for things when you spell the name and capitalize the letter, not capitalize the letter. It seems to be poor oversight in development. The initial setup was not easy. It involved an employee at Vertifor who was great, but there were limited controls to ensure proper setup of interactions and connections with Gmail and Agency Zoom. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst helps with download and policy management by providing one place for customer files and ensuring carrier downloads are accurate. **Official Response from Nate McKissick:** > Thanks for taking the time to share your thoughts, William. We absolutely understand the importance of a modern interface, and our team is constantly working on enhancing our software based on user feedback. We appreciate your input. Feel free to reach out to our support for immediate assistance at 1.800.444.4813. ### 9. Easy Handling with Details to Improve **Rating:** 4.5/5.0 stars **Reviewed by:** Ernesto B. | Sales Associate Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about QQCatalyst?** I like how easy it is to manage QQCatalyst. You can quickly find the information you have already saved, which makes things much easier. Also, the initial setup process was simple, which I really appreciate. **What do you dislike about QQCatalyst?** Sometimes, when I try to complete the personal information of the clients, it tells me that an error occurred, having to finish and after creating the contact, I update the data. This happens sometimes when entering the client's name and clicking 'next', it tells me that an error occurred and I must finish and then complete the data in the profile of the client that has already been created. **What problems is QQCatalyst solving and how is that benefiting you?** I use QQCatalyst to manage client information and perform strategic analyses. It solves the quick search for information and is very easy to handle, allowing me to quickly find the information I have already saved. **Official Response from Nate McKissick:** > Thank you for sharing your experience with QQCatalyst, Ernesto. We apologize for the inconvenience you've experienced with entering client information. Our team is always working on enhancing our software based on user feedback. Please don’t hesitate to reach out if you need anything in the future. ### 10. Streamlined Quoting and Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Aimee M. | President and agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about QQCatalyst?** I've found QQCatalyst to be very user friendly and it has helped speed up our quoting process with the integration of PL rater into our system. QQCatalyst has been very helpful throughout the integration process, especially with downloads. Whenever I get stuck, I can call and get issues resolved as they can remote into my computer if needed. I like that QQCatalyst keeps all customer information in one place. I was also able to link my DocuSign to it. **What do you dislike about QQCatalyst?** I haven't used it yet for accounting purposes as I use my QuickBooks for that still. **What problems is QQCatalyst solving and how is that benefiting you?** QQCatalyst is user-friendly, speeds up our quoting process with PL rater integration, and efficiently manages customer information. It's helpful in setting up downloads and carrier credentials, and support can remote in if needed. **Official Response from Lisa Landes:** > Hello Aimee - We value your opinion on QQCatalyst and appreciate you taking the time to share your experience. ## 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-10022337?section=pricing&secure%5Bexpires_at%5D=2026-05-16+23%3A11%3A19+-0500&secure%5Bsession_id%5D=6140b6d8-3e39-4e2b-8553-c37bec5905d0&secure%5Btoken%5D=06232ddd7598a91ea63bf05974ce009596697e59042b20bf337e0837b7371479&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)