QQCatalyst

The agency management system to help you grow.

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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

  • Backed by the stability and resources of Vertafore.
  • Integrated sales and marketing tools designed for agency growth.
  • User-friendly interface and mobile app.

Unique Value: Provides growing insurance agencies with an easy-to-use, all-in-one platform to manage operations, sales, and marketing.

🎯 Use Cases (4)

Managing the day-to-day operations of a small, independent insurance agency. Tracking leads and sales opportunities from prospect to bound policy. Automating communications with clients for renewals and follow-ups. Accessing client information on the go via a mobile app.

✅ 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

AgencyBloc Jenesis Software NowCerts

Offers a more modern interface and stronger built-in sales and marketing tools compared to some older, more basic systems in the small agency space.

💻 Platforms

Web iOS Android

🔌 Integrations

Vertafore PL Rating Microsoft Outlook Various insurance carriers

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (N/A tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SOC 1 ✓ SOC 2 ✓ ISO 27001

💰 Pricing

$109.00/mo

Free tier: N/A

Visit QQCatalyst Website →