Smart Choice

An insurance software partner is more than a vendor. We are committed to helping Smart Choice partners have the right technology to grow your agency.

A solid foundation for independent agencies

The insurance landscape is changing. Independent agencies that want to remain truly independent need the scale, support, and access to broader markets and increased contingency in order to remain competitive. It helps to have a technology partner that understands what you are going through. As an experienced agent, you'll know that an agency management system is a foundation for your business, and you want one that helps you scale and grow your business. We have resources to help you make these decisions and an active community of users that can support agencies partnered with Smart Choice.

We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share best practices.  Complete the form and your dedicated Vertafore Smart Choice account team will call you to discuss how our solutions enable you to grow your business.

QQCatalyst: Newly independent agencies need to focus on sales growth and need efficient tools so they can spend time with customers. QQCatalyst gives you flexibility with a customizable dashboard, a quick set up, and an intuitive design. It offers sales pipeline and email marketing capabilities to help you grow. It's also simple and easy to use while still being complete. This solution helps you manage your agency from anywhere with secure, cloud-based technology.  


PL Rating: is a real-time, comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines. 

  • Time-saving: 50% less time spent on quotes 

  • Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers 

  • Demand generation: agents say almost 50% of their leads come from CRQ 

Frequently Asked Questions

How is QQ Catalyst different than other agency management systems?

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?

No, QQCatalyst is web-based.

Does QQ Catalyst have an accounting piece, or integrate with other accounting software?

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?

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?

Yes, QQCatalyst has integrations with PL Rating, FSC, EzLynx, Applied Rater, ITC, and Quoterush.

How will I be trained?

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?

Contact the Networks & Associations Program Manager, Dylan Braun, at

How can I get a demo of the system?

Contact the Networks & Associations Program Manager, Dylan Braun, at

What is the pricing for SmartChoice agents?

Contact the Networks & Associations Program Manager, Dylan Braun, at for pricing.

What type of discount is this?

This is a discount only provided to SmartChoice agencies put in place by your partnership with Vertafore.

Do I pay SmartChoice, or Vertafore?

When your agency signs a contract for QQCatalyst you will be billed directly by Vertafore.

Do I have to sign a contract?

Yes, you will sign an agreement with Vertafore when purchasing.

Who do I contact if I have service issues, or need help with something?

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.

Get in touch with us

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A Vertafore representative will be reaching out to you shortly.
In the meantime, check out some of the resources we offer for growing businesses.