As an independent insurance agency owner, you have to manage the day-to-day AND think big picture. Learn how our agency management software as a service lets you do both.
Finally – the wait is over! After much hard work, countless cups of coffee, and putting our local pizza delivery shop on speed dial, our team is proud to announce the release of QQ Catalyst 2.0. Now, the insurance agency management system that helped your agency streamline its workflow can do the same for your financials. As an agency owner, you’ll enjoy the newfound peace of mind that your money is always accounted for.
With Catalyst 2.0, agencies can create invoices, accept payments, forward monies, and reconcile commissions, all from one centralized agency management system. Catalyst also exports to QuickBooks, making the transition seamless for those who already use it to manage their finances. By eliminating the need for several accounting programs or Excel sheets to track data, Catalyst allows you to worry less about the day-to-day and think more about the big picture.
Here’s a snapshot of the financial capabilities you’ll be able to leverage with Catalyst 2.0:
- Take payments
- Forward monies
- Create invoices
- Reconcile commissions
- Download to single or multiple offices with IVANS and Non-IVANS carriers
- Bridge with popular comparative raters, including QQ WebRater, SEMCAT, PL Rating, EZLynx, and FSC
- Export to QuickBooks
In addition to these new features, Catalyst’s innovative core features provide capabilities that keep your agency humming. The customizable dashboard, for example, allows you to view your business at a glance – and capitalize on opportunities to grow it. Customize your Dashboard from our library of smart widgets, including social media feeds, geo-mapping, expiring policies, policies up for renewal, X-dates, cross-selling and many more. These help you meet your account rounding, customer retention and acquisition goals.
Agents already using Catalyst love its innovative “Stack” feature, which allows them to manage interruptions as well as to work on multiple contacts and policies and more, and switch between them without losing their work.
If you’ve already subscribed to Catalyst (insert applause here), congratulations! You already have Catalyst 2.0. With Catalyst, each time you log in, you’re always using the latest version. There’s no software to download or install. IT departments everywhere are celebrating as we speak. You can use the time you’ve saved to sell more insurance.
If you’re not using Catalyst yet, what are you waiting for? Register for a demo to see why over 200 insurance agencies have already made the switch.
We hope you enjoy the new features. And, there are many more on the way!
