The amount of paperwork and dedication required on a daily basis for insurance agents is nothing short of overwhelming. The job you perform is important and needed, but luckily there are ways to improve the productivity and efficiency of everything you and your fellow agents do. It comes in the form of effective software for insurance agents. With a software program powering your daily activities, you can realize new heights and potential for your company.
Here at QQSolutions, we offer the finest insurance agency management software, but we believe in letting our story and our software’s features speak for themselves. Let’s explore how our suite of software options can benefit you and your agency.
The QQ Story: Greatness from Small Beginnings
Insurance management software comes in all shapes and sizes, and while it’s important to understand the features of it, it’s equally important to know where it came from, and where it’s going. It started in College of 1988 when Mark Malis developed a program called AutoFile, which was in fact a management system, for his father’s auto insurance agency. This original program was written on a 25-pound “laptop” that stored the source code on 5.25” floppy discs.
From this small beginning, the program grew and was sold to other agencies until finally the company was rebranded as QQSolutions in 2009, poised to provide the insurance industry with quality management software. Today, our company is doing just that, with a cloud-based solution that is used by over 5,000 insurance agencies in the U.S. Let’s explore this program in-depth and see how the individual features benefit you and your company.
Using QQCatalyst to Maximize Your Agency’s Potential
The first and most important aspect of our Catalyst software is the fact that it’s cloud-based. This enables the program to run without the need for installations or specific hardware. It works seamlessly across any and all devices that possess a web browser. Desktops, laptops, mobile devices, and tablets are all compatible with this solution. This allows you to take your work with you on-the-go, and never become disconnected from your business.
This is just the beginning however, these are more features of this completely mobile and incredibly capable software solution:
1. Automatic Client Communication
Creating emails, letters, and reports for you clients from scratch is exhaustive and time consuming. With Catalyst, there are a number of templates and designs that allow you and your agents to fill in the blanks and send the needed documents to clients in a fraction of the time.
2. Everyday Activities Made Easy
A feature known as the Guided Workflow holds your hand so you can learn and use the system immediately. This system creates a concise process and employs best practices from the industry to allow for a simple and easy to grasp routine for creating new records, policies, and more. The program takes the user through these concepts step-by-step and ensures that there are no errors or gaps in the process.
3. Stay organized With Tasks
Through the use of widgets as well as visible reminders, the ability to create tasks and notes allows for increased collaboration and results in a boost of productivity in your office. You can create a task and associate it with a customer, or if you are working on a customer record, you can create a task that is automatically associated with that customer. Tasks in QQCatalyst provide a simple way of creating a reminder, of things to accomplish.
4. Multitasking Made Easy
Working from home, in an office, or anywhere else provides a litany of distractions on a daily basis. These distractions make it hard to focus on the task at hand, but with Catalyst, an innovative, patent-pending feature called the “Stack” allows agents to save their progress and work on multiple tasks at once without losing progress if they’re interrupted by something else or forced to switch focus temporarily.
5. A Paperless Future, Today
No more will you need stacks of documents and filing cabinets lining the walls. With Catalyst, everything you need is digitized and in the cloud. Client records are searchable by name and ACORD forms are automatically filled out without the need to input them by hand.
6. Consistent Security and Support
Your data is safe within the cloud, powered by Microsoft and Amazon. We monitor our client’s security every second of every day throughout the year. In addition, support documents, how-to-videos, and built-in training allow users to realize the potential of Catalyst without the frustration of trying to learn a new program. A dedicated support line is also available during business hours to assist with any and all client needs.
7. API Open Architecture
Our program contains an open architecture that allows us to offer a marketplace which further extends the capacity and capability of Catalyst beyond the standard features, such as mobile apps, marketing automation tools and VoiP integration. An already overwhelming and intuitive program becomes more so as our marketplace expands to offer newer and more exciting features. This, combined with constant updates and newly added features from us at QQSolutions ensures that your management software grows with you.
The problem of managing an insurance agency may be a complicated one, but the solution doesn’t have to be. Here at QQSolutions, our Catalyst software is the most effective software for insurance agents on the market. We’ve already helped thousands of companies realize their potential. Now, it’s your turn. Visit our website today for a free demonstration!
