Frequently asked questions
How is QQCatalyst different than other agency management systems?
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QQCatalyst is a very intuitive management system designed for agencies looking to grow and streamline processes. It comes with everything you need to properly handle your customers and policies. Where QQCatalyst really differentiates itself is with all the additional capabilities it provides. With integrated marketing, automated workflows, and an integrated CRM among other capabilities, the solution allows you to utilize a management system that best fits your business model.
Is it necessary to install software on my computer?
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No, QQCatalyst is web-based.
Does QQCatalyst have an accounting piece, or integrate with other accounting software?
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Yes, it has an accounting piece that allows agencies to track commissions, create payments, and more. However, it does not actually allow agencies to cut checks, nor does it behave as a general ledger. Many agencies integrate QQCatalyst with QuickBooks online for this functionality.
I’m using another management system. If I switch to QQCatalyst, can you import my data? Is this included in the price?
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Yes, we can import your data.
The conversion will be included on the order for QQCatalyst as a one-time cost
Do you integrate with most comparative raters on the market?
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Yes, QQCatalyst has integrations with PL Rating, FSC, EzLynx, Applied Rater, ITC, and Quoterush.
How will I be trained?
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We offer unlimited training for the first year of QQCatalyst. We also provide extensive web-based resources for learning through MyVertafore and Vertafore University.
How do I get set up with QQCatalyst?
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Contact the Networks & Associations Program Manager, Dylan Braun, at dbraun@vertafore.com.
How can I get a demo of the system?
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Contact the Networks & Associations Program Manager, Dylan Braun, at dbraun@vertafore.com.
What is the pricing for SmartChoice agents?
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Contact the Networks & Associations Program Manager, Dylan Braun, at dbraun@vertafore.com for pricing.
What type of discount is this?
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This is a discount only provided to SmartChoice agencies put in place by your partnership with Vertafore.
Do I pay SmartChoice, or Vertafore?
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When your agency signs a contract for QQCatalyst you will be billed directly by Vertafore.
Do I have to sign a contract?
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Yes, you will sign an agreement with Vertafore when purchasing.
Who do I contact if I have service issues, or need help with something?
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You will have an Account Manager assigned to your Agency for servicing issues. You can also contact Vertafore support at 1-800-444-4813 at any time.
You will have an Account Manager assigned to your Agency for servicing issues. You can also contact Vertafore support at 1-800-444-4813 at any time.