QQCatalyst
The agency management system to help you grow.
Overview
QQCatalyst is a web-based insurance agency management system from Vertafore, designed for startup and growing independent agencies. It provides essential tools for managing clients, policies, sales pipelines, and marketing efforts in a single, easy-to-use platform. The system is built to be intuitive and accessible, helping agents to stay organized and focus on building client relationships and selling policies like homeowners insurance.
✨ Key Features
- Client and Policy Management
- Sales Pipeline Management
- Marketing Automation
- Document Management
- Reporting and Dashboards
- Carrier Downloads
- Mobile App
🎯 Key Differentiators
- Intuitive, user-friendly interface.
- Part of the Vertafore ecosystem of products.
- Affordable pricing for small agencies.
Unique Value: Provides a simple, intuitive, and affordable way for small and mid-sized agencies to manage their business and customer relationships from a single, cloud-based platform.
🎯 Use Cases (4)
✅ Best For
- Used by thousands of small and growing agencies to establish and manage their business.
- Helps new agents get up and running quickly with an intuitive, all-in-one system.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large agencies that require the advanced accounting and commercial lines features of a system like AMS360 or Applied Epic.
- Agencies that need extensive customization or API access.
🏆 Alternatives
Offers a more modern and user-friendly interface compared to some older, more complex agency management systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (N/A tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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