A New Way to Think About Agency Management
QQ Catalyst is an innovative game changer for agencies using "traditional" agency
management systems. This short walkthrough will introduce you to some of Catalyst’s most
unique innovations that no other agency management system has. If this walkthrough
piques your interest,
to get a mind-blowing
live demo and see how Catalyst can take your insurance agency from good to great!
See your business at a glance with the amazing Dashboard. Customizable for each
user with a library of
and drag and drop.
Expanded Search Capabilities
Search for the following across all contacts: phone number, street address, policy
number, customer number, DBA, NAIC Code, email address, additional contacts, city,
state, zip code and area code.
Centralized Client Contact Management
Manage all customer and prospect communications and interactions from one centralized
hub – in an office or on mobile devices.
Send payment reminders or birthday wishes to any cell phone number and have inbound messages automatically attach to your customer’s file.
Manage customer and prospect policies from one centralized hub – in an office or
on mobile devices.
Digital File Management
Easily manage important documents in an intuitive way. Drag-and-drop files - images,
PDFs, Word docs, and any other type of file – into Catalyst and automatically associate
them with your customers, prospects, employees, carriers and any other contact type.
With Catalyst's file management solution, keep your files secure and access them
Policy Summary and Proposal
Provide both existing and prospective customers with a comprehensive summary of
all their current and future insurance policies in pre-formatted professional templates
that are automatically saved to the customer's record.
Master Certificate and Evidence of Insurance
Auto-populate policy and coverage information for one holder or multiple holders
at the same time.
Advanced Financial Capabilities
From creating invoices to accepting payments, Catalyst features financial reports,
so you can watch your bottom line – and capitalize on opportunities to grow it.
Multitask Safely with the Catalyst Stack
Catalyst's Stack allows users to handle frequent interruptions and manage their
many tasks at once.*
Create customized letter & email templates to share with your entire agency. Templates
can be used for person-to-person marketing or build distribution lists for wider
Intuitive Report Generator
In addition to our standard report library, you can create, save and edit reports
to view your data any way you choose. Select the information you want to see, organized
in the way you want to see it.
Process downloads no matter where you are! Supports single and multiple office agencies.
Get step-by-step guidance with tasks like creating a policy, adding a contact, building
a report and much more.