Sell More. Market Effectively. Reduce E&O Expose.
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 timely and important client information, policies of interest, x‐date reminders, messages, search and much more to improve workflow.
Search for clients and policies in addition to printing letters, taking payments and attaching 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 and employer or employee information. You can also attach a photo directly on the Clients screen.
Store multiple policies for each client and track client renewals & policy reports. Maintain detailed policy information for multiple lines, including auto, homeowners, commercial auto and general liability.
Enter all client claim information including details like damages, adjusters and description of the incident. You can also add ACORD® forms and images directly to the Claims section.
Memos and Memo Reminders
Keep track of all client information by adding memos to their record. QQEvolution 2 will automatically add specific memos when you add a policy, delete a letter, or alter a payment amount. When adding memos you can set a reminder date which will appear on the Dashboard on the date you specified.
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 for you.
Directly scan documents and/or attach images including digital photos to clients, policies & claims (with Bronze, Silver & Gold Packages).
Utilize the numerous letters templates or create your own to send to clients. For every letter sent, a copy 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 monthly activities with help from the Assistant which provides access to a calendar, To-Do List, and inter-office messaging viewable on your dashboard. When using any of these items you can attach a client, policy, or claim for a direct link to their record.
Comprehensive report library, including Cross-Marketing, and the ability to create and save custom report templates. Report scheduling is available with the Gold package.
Schedule reports, available with the Gold package, to run at certain dates and times. You can choose what days of the week to run the report to choosing a specific day of the year to run a report.