TrustRadius Insights for QQCatalyst are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Easy to Use: Users have found the software to be intuitive and user-friendly, with many stating that they were able to navigate the system without any training. Several users mentioned that their agents were able to quickly start working on the platform and learn new things easily.
Organized Client Management: Many users appreciated the software's ability to keep tasks and client information well-organized. They liked being able to track client details, find and organize files, texts, and emails in the database effortlessly. The software was described as perfect for smaller agencies due to its user-friendly nature.
Integration with Other Platforms: Users praised the software for its seamless integration with other platforms, such as rating software. This integration allowed for streamlined communication through text and email options, as well as organized task management across multiple locations. Additionally, users enjoyed the flexibility of working remotely and having multiple tabs open at once.
We use QQCatalyst to maintain client information, policies, forms and save documents.
Pros
Excellent user interface
Easy-to-read information
Provides good overview of the agency's active book
Cons
Actually listen to users and really take suggestions in how to improve
Use policy information from other existing policies or lines of insurance
Allow the system to be customized by the user, to suit the user's needs
Likelihood to Recommend
I used NowCerts and also HawkSoft. QQCatalyst is just easier to navigate, process changes, send certificates of insurance and just get policy information. HawkSoft is a good system but their niche is personal lines. I can create Premium Finance Companies and MGA's with QQCatalyst and NowCerts, not with HawkSoft. QQCatalyst and NowCerts are 100% cloud based. If you have a lot of personal lines clients, then QQCatalyst is not a good option. QQCatalyst needs to update the Acord 25 form in their system so we can actually use all the spaces provided by the Acord company; right now we cant enter information for insurance company "F" anywhere using QQCatalyst.
QQCatalyst is the backbone of our agency and is utilized to store all our client data. In terms of CRM options for insurance agencies in the marketplace QQCatalyst had the most appealing price point, reporting features, and the stability of Vertafore behind it.
Pros
Reporting
Carrier download abilities
Pre-fill accord apps
Excellent search feature
Cons
Marketing platform needs work
Inability to fill multiple accords at the same time
Email from QQCatalyst could use some work
No invoicing feature
Likelihood to Recommend
For a small agency and start-up agencies QQCatalyst is an excellent choice. For larger agencies (10-15+ agents) I'd suggest looking at some of the bigger management systems such as AMS360.