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.

Dashboard

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 Screen

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.

Clients Screen

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.

Policy 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.

Claims

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.

Memos

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.

Memo Reminders

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 Dashboard.

Activities

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.

Document Management

Directly scan documents and/or attach images (including digital photos) to clients, policies & claims (with Bronze, Silver & Gold Packages).

Letters

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.

Forms

Support for over 300 ACORD® forms, including ability to select certificate holders from a list, instead of manually typing them.

Assistant

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 record.

Calendar

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.

Reports

Comprehensive report library, including Cross-­‐ Marketing, and the ability to create and save custom report templates. Report scheduling (with Gold package).

Scheduled Reports

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.

To-Do List

Set up your daily To-Do List in the QQ Evolution 2 Assistant and view right from the Dashboard.