Features & Capabilities
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This feature rich edition includes the "Silver" edition plus office messaging, a
calendar, and much more!
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Includes the "Bronze" edition plus the ability to automate your agency with Downloads
and much more!
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Includes the "Lite" edition plus Imaging. Scan documents directly to your clients'
records.
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Manage clients and policies as well as numerous ACORD forms, reports and much more!
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No setup fees and no long-term commitment |
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Client, prospect and policy management |
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ACORD® forms |
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Mailroom for sending letters, e-mail and faxing |
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Memos, reminders and important notes |
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Multiple office support |
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Online training materials |
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Policy and details screens |
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Rolodex |
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Self-Help (Includes knowledgebase lookup and e-mail support) |
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Standard and custom reports |
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Telephone support |
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Secure Online Data Hosting with backups & SLA |
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Advanced agency and producer commissions management |
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Dashboard
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Link client accounts |
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Support for MGA/Broker |
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Online account management |
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Track Policies Expiring / Intent to Cancel |
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Interoperability with QQ WebRater & other raters |
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Track Client X-Dates |
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Scanning & imaging: direct scanning to client records, batch scanning, plus
attaching images & documents to client records |
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No
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Detailed claims processing & tracking, plus scanning and attaching images and
documents to client records |
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No
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No
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Carrier download |
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No
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No
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Real-time Inquiry |
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No
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No
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QQ Evolution Assistant—adds calendar, task management and inter/intra-office messaging |
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Scheduled reporting |
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No
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Pricing (based on 1 location with 3 concurrent users)2 |
$239/mo.
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$219/mo.
2
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$170/mo.
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$125/mo.
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1 Features & specifications apply to QQ Evolution v1.5.17 & greater and are subject to change.
2 Additional fees apply to each added location and concurrent user license. Each additional
location includes 3 concurrent users. Call for pricing.
Specifications
DashBoard
Unique Dashboard presents timely and important client information, policies of
interest, x-date reminders, messages, search and much more to improve workflow.
Advanced Reporting
Comprehensive report library, including Cross- Marketing, and the ability to
create and save custom report templates. Report scheduling (with Gold package).
Claims Section
An extensive Claims section keeps track of all information pertaining to a claim
including attached photos.
Link Client Feature
Link clients with multiple policies, such as personal and commercial, for easier
access.
X-Date Tracking
Set X-Dates on insured and also on additional contacts. This is a great tool for
marketing.
Multiple Agency Commissions Structures
Flexible commission structures can be established for each insurance company. Base
commission on Rules, Tiers, or per coverage for the LOB
QQ Evolution Assistant
Always know what you have scheduled with a calendar, interoffice messenger, and
To-Do list. Send messages to other users in your office even those located
at a different address.
Comparative Rater Support
Seamless 2-way integration with QQ WebRater. Transfer quotes from QQ WebRater directly into QQ Evolution, eliminating the need to re-enter client
info.
Policy Management
Store multiple policies for each client. Track client renewals & policy reports.
Maintain detailed policy information for multiple lines, including auto,
homeowners, commercial auto and general liability.
Document Image Management
(With Bronze, Silver & Gold Editions) Directly scan documents and/or attach images (including digital photos)
to clients, policies & claims.
Additional Client Information
Add multiple contacts, addresses, employees, and employers on any individual client
record.
Training & Support
Unlimited access to webinar based training. Telephone and online support are also
available.
MGA Broker
Enter MGA/Brokers and set up commission structures for each. Links insurance companies
to multiple MGA/Brokers.
Minimum Requirements
Windows XP SP2, Vista or Windows 7 (including 64 bit), 1 GB RAM, 2 GB free disk
space, broadband Internet connection, printer and TWAIN compliant scanner (for
scanning).