QQCatalyst
Vertafore's cloud agency management system for small and growing independent insurance agencies.
- Hosting
- Cloud-based
Overview
QQCatalyst is a cloud-based agency management system from Vertafore for independent insurance agencies, built with the small agency in mind. It provides operational, marketing and sales pipeline tools around client and policy records, and connects to Vertafore's own PL Rating comparative rater and AgencyZoom. Prices are not published.
Our take
Pick QQCatalyst if you run a small independent agency and want quotes from PL Rating to feed straight into the same sales pipeline. If the agency is growing into larger commercial accounts, weigh Vertafore's own AMS360 as well, since the vendor publishes a QQCatalyst-to-AMS360 data sheet for agencies that move across. If trust accounting or self-service certificates decide the purchase, ask to see them in a demo before you sign.
Key Facts
| Category | |
|---|---|
| Hosting | Cloud-based |
Features
- Clients and policies
- Policy and client information in one place, with a summary of all current and future policies for existing and prospective customers, and a dashboard of alerts and upcoming tasks
- Lines of business and markets
- Personal and commercial lines. The carrier partner list covers private passenger auto, homeowners, dwelling fire, inland marine, umbrella and watercraft, and business auto, general liability, property, workers compensation and commercial inland marine.
- Comparative rating and quoting
- Two-way integration with Vertafore's PL Rating, a personal lines comparative rater with over 300 real-time carrier connections: quotes bridge into QQCatalyst as customers or prospects, and existing policies bridge back to PL Rating to be remarketed
- Carrier downloads and connectivity
- Vertafore publishes a carrier partner list that shows, per carrier, downloads for personal and commercial lines policies, initial load, direct bill commission and claims
- Sales pipeline and renewals
- Salesroom, an integrated sales pipeline manager for new business, rounding out accounts and prospect sales cycles; prospects from PL Rating land in Salesroom, Smartflows send automated communication, and Agency Intelligence runs email marketing campaigns
- Reports and exports
- 50+ pre-built and customizable reports from top clients to monthly production, a book of business breakdown, Employee Productivity activity tracking and an Employee Time Clock with payable clock-out reasons
- Integrations and API
- Integrations with PL Rating and AgencyZoom, plus portals, mobile, e-payments and multi-channel communications through Vertafore's Orange Partners tech hub
Integrations
- PL Rating
- AgencyZoom
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Company size
-
- Small and mid-sized
Pros and Cons
Strengths
- Two-way data bridge with PL Rating for personal lines quoting and remarketing
- Carrier downloads listed per carrier in a published partner list, including direct bill commission and claims
- 50+ pre-built and customizable reports
- Employee time clock built in
Limitations
- Prices are not published
- Comparative rating runs through PL Rating, a separate Vertafore product
- The official pages describe no agency accounting, client portal or certificates
Pricing
-
QQCatalyst
Not stated
Prices are not published.
Alternatives and Comparisons
What users say
Reviews
No reviews yet.
Every review is read by a person and the author's email is confirmed before it appears. How we check reviews
Write a review
Last verified:
Ready to take a closer look at QQCatalyst
The link goes straight to the vendor. Some links on this site are affiliate links.
Visit QQCatalyst