An agency management system ready right out of the box
- Client and policy management
- Sales pipeline management
- Email marketing
- Third-party integrations
Why QQCatalyst?
Simple set-up
Some agencies need a management system that is ready to install and ready to use. That's QQCatalyst®.
Built with the small agency in mind
A sales-focused agency management system that covers the entire client lifecycle.
Fast and easy
Built for independent agencies needing operational, marketing, and sales pipeline management tools all in one.
Robust client and policy management
Easy to use and still mighty.
An introduction to QQCatalyst
As an agency owner, you have a lot to keep you up at night. QQCatalyst can help you run your agency (and get a good night's sleep).
Success story
QQCatalyst helps ETA Insurance Group provide a first-rate client experience by improving internal efficiencies and catering to client expectations.
“We're doing more than just selling and servicing a policy, and our customer experience has to reflect that.”
Joe Pilla, Founder & President
ETA Insurance Group
Manage easier so you can grow faster
Let QQCatalyst focus on customer relationships and business management so you can focus on growth.
Sales
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Grow your sales pipeline
- A fully integrated sales pipeline manager
- Identify new business
- Round out current accounts
- Strategically manage prospect sales cycles
Email marketing
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Easy-to-use marketing automation tools
- Existing customer service email campaigns.
- Cross-selling email campaigns.
- New customer acquisition email campaigns.
Increase efficiency
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Monitor employee productivity
- Track employee activity within the system.
- Recognize emerging leaders.
- Improve productivity.
- Reduce bottlenecks.
Provide exceptional client service
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Policy management tools
- Comprehensive policy summaries for existing customers.
- Projected insurance coverage for prospective customers.
Team management
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Employee time clock
- Track clock-in and clock-out activity.
- Determine which clock-outs are payable.
Employee time clock
- Track clock-in and clock-out activity.
- Determine which clock-outs are payable.
Vetted business solutions
The Vertafore Orange Partner Program brings together complementary, best-in-class solutions that integrate with your Vertafore products using available APIs. Build your QQCatalyst tech stack with partner solutions that enable better, faster, and easier operations within daily agency tasks.
"The QQCatalyst product is like having another team member without having to add bodies. Catalyst saves me time, money, streamlines my processes and helps me sell and service my clients more effectively."
Michelle Mosher, Principal
Southshore Insurance Professionals, LLC