Grow Your Business
With QQ Evolution 2, you can sell more insurance, market more effectively,
reduce your E&O exposure, manage documents electronically and automate many of the
time-consuming activities that have you
trying to control your business rather than growing it.
The Dashboard provides easy access to all areas of QQ Evolution 2. It
also provides timely and important client information, policies of interest, x‐date
reminders, messages, search and much more to improve workflow.
Search for your clients, see a list of policies they have, you can also do numerous
other things such as print letters, take payments, attach images, to name a few.
Enter all of the information pertaining to your client in the Clients Screen. This
includes multiple addresses, other contacts, X-Dates, employer or employee information,
and so much more! You can also attach a photo directly on the Clients screen.
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.
Enter all of the information pertaining to a claim for your client. You can enter
things such as the damages, adjusters, description of the incident, to name a few.
You can also add ACORD® forms and images directly to the Claims section.
Keep track of information you need to know about a client by adding memos to their
record. QQ Evolution 2 will automatically add certain memos for you
when you add a policy, delete a letter, or alter a payment amount.
When adding your own memos or doing certain actions like creating bills you can
set a reminder date on the memo. The memo will then appear again on the date you
set the reminder for in the Memo Reminder section which is easily accessed on the
You are provided with a record of all system generated activities. For example if
you print a letter or add a relative to the client a record will be added automatically
Directly scan documents and/or attach images (including digital photos) to clients,
policies & claims (with Bronze, Silver & Gold Packages).
Numerous standard letters to use on your clients. You also have the ability to create
your own letter templates which can be used on any of your clients. A copy of the
letter is stored in the client's record and is available for reprinting.
Support for over 300 ACORD® forms, including ability to select certificate holders
from a list, instead of manually typing them.
Organize your daily or even monthly activity with help from the Assistant. You have
access to a calendar, To-Do List, and inter-office messaging. When using any of
these items you can attach a client, policy, or claim for a direct link to their
Inside of our Assistant set up all of your appointments with the calendar. You can
also share appointments with other users and print out your calendar when needed.
Comprehensive report library, including Cross-‐ Marketing, and the ability to create
and save custom report templates. Report scheduling (with Gold package).
Schedule reports to run at certain dates and times. This means you can have a report
running in the middle of the night when no one is working in the office. You can
choose what days of the week to run the report to choosing a specific day of the
year to run a report.
Set up your daily To-Do List in the QQ Evolution 2 Assistant and view
right from the Dashboard.