Productivity has a direct impact on your agency’s bottom line. Your agents not only need to be motivated to work hard, they also need access to the tools and resources that will help them be productive and successful. Our cloud-based agency management system, QQCatalyst, helps agencies save both time and money. Here are five ways that QQCatalyst can help you make your insurance agency more productive.
- Stay connected and productive on-the-go. Producers spend much of their time with clients, which means they may not always be at their desks. If they have to wait until they get back to the office to look up a prospect’s information, or update a new client’s record they’re losing valuable time – and their workload is piling up in the process. Catalyst is a truly mobile agency management system and works on any device with a modern browser. This includes iPads, Android Tablets, Microsoft Windows tablets, notebooks, Chromebooks, and of course Macs and PCs. By integrating contact information, social media, policy data, marketing, documents, and forms, on one screen, Catalyst will make your staff more productive wherever they are. And, a key distinguishing feature of Catalyst is that it gives users the ability to move from place to place and from device to device while maintaining their workflow! So, no matter where they are, they’ll be able to keep the process of signing new clients moving.
- Automate client communications. If every time your agents are reaching out to clients, they’re creating emails, letters and reports from scratch, they’re working harder and less efficiently than they need to be. With Catalyst, your agents have access to dozens of available templates that they can use as a starting point, which they can then customize for their specific needs.
Creating custom marketing templates is easy with Catalyst
- Streamline everyday tasks. Catalyst offers a unique feature called Guided Workflows that allow agents to learn the system as they use it. More importantly, Guided Workflows ensure that your staff follow repeatable processes and best practices as they create new records, create and endorse policies, etc. In other words, Catalyst “walks” users through tasks, step-by-step, to ensure that your business never skips a beat and minimizes errors.
Catalyst’s Guided Workflows ensure users follow procedures and best practices - Multitask with ease. How many times a day do we all face interruptions? According to a recent Stanford University study, office workers are now distracted every three minutes. And, once thrown off track, it can take them 23 minutes to return to their original task! The productivity loss is enormous! From client calls to meetings to emergencies that come up last minute, distractions not only affect our ability to get things done, but they tend to increase errors. Here’s the answer: Catalyst’s innovative “Stack” feature (patent pending) allows your agents to save their work as they go, and even work on multiple policies, reports and other tasks simultaneously. So whether the smoke alarm gets set off by a coworker who burnt their sandwich at lunch or a client calls with more questions than a job interview, your agents can still get their work done – accurately.
QQ Catalyst’s patent pending Stack is available on the persistent Task Bar at the bottom of each page of the app.
- Less paper, less time searching for what you need. If your insurance agency is filled with filing cabinets, your agents know all too well the time it takes to find what they need –and so do your clients. A cloud-based agency management system, like Catalyst, helps minimize the time it takes to find what you’re looking for, as it’s all “in the cloud.” You can easily search for a client record by their name, and access the files you need to make changes or updates. No more sifting through over-stuffed cabinets of somewhat alphabetized files. It’s all right at your fingertips.
Catalyst’s advanced live search
Ready to increase your agency’s productivity and grow your business? Contact us for a free demo that will show you how Catalyst can help you work faster – and smarter.
