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 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 your SmartChoice agency.
We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share what others have done. Complete the form and your dedicated Vertafore SmartChoice 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.
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Time-saving: 50% less time spent on quotes
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Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers
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Demand generation: agents say almost 50% of their leads come from CRQ
Frequently Asked Questions
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.
No, QQCatalyst is web-based.
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.
Yes, we can import your data.
The conversion will be included on the order for QQCatalyst as a one-time cost
Yes, QQCatalyst has integrations with PL Rating, FSC, EzLynx, Applied Rater, ITC, and Quoterush.
We offer unlimited training for the first year of QQCatalyst. We also provide extensive web-based resources for learning through MyVertafore and Vertafore University.
Contact the Networks & Associations Program Manager, Dylan Braun, at dbraun@vertafore.com.
Contact the Networks & Associations Program Manager, Dylan Braun, at dbraun@vertafore.com.
Contact the Networks & Associations Program Manager, Dylan Braun, at dbraun@vertafore.com for pricing.
This is a discount only provided to SmartChoice agencies put in place by your partnership with Vertafore.
When your agency signs a contract for QQCatalyst you will be billed directly by Vertafore.
Yes, you will sign an agreement with Vertafore when purchasing.
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.