QQCatalyst vs HealthSherpa: Which is a better fit?

Tannya C.: Hi. My name's Tannya. I'm the Manager at Insurance Pros. I give QQCatalyst a rating of three. Before QQCatalyst, we were using HawkSoft. We changed from HawkSoft because we bought our book of business from an insurance aggregator and we're wanting to try something new. We chose QQCatalyst due to the pricing and because it directly integrated with our PL rater, which is a multi-rating system for personal lines insurance. Switching from our previous client management system to QQCatalyst was literally a nightmare. We had to pay an excessive amount of money to buy the downloaded data from HawkSoft to transfer to QQCatalyst. Once it was transferred, a lot of the data that was transferred over was in a program language that QQCatalyst couldn't read, so it was useless. The advice I give to people who may be switching to QQCatalyst would be to look into it and make sure that you're primarily doing personal lines. It's not really geared towards commercial lines insurance. For example, Certificates of Insurance are extremely difficult to track and manage. But I would recommend, if you're looking at changing client management systems, to talk to other agents and see what they're using and perhaps get a trial session with them. Have them go through it.

Janiece S.: Hi, my name is Janiece and I'm an independent health insurance agent. I'm going to tell you why HealthSherpa works best for the needs of my clients and for me as an agent. Click the link below to find out how HealthSherpa can help your business and stacks up against the competition. When switching to HealthSherpa, I was looking for a platform that would allow me to enroll my clients using a one-stop shop. I was using multiple carrier sites, which made it extremely cumbersome to provide quotes, because I would have to go from place to place in order to figure out what would be the best fit for each of my clients. I specifically chose HealthSherpa because of the ability to look at multiple carriers at one time for each of my clients. When I'm quoting for the marketplace, it's important that I have all of the information in front of me, so that I can help my client make an informed decision about their healthcare needs. So the ease of using the platform to enroll my clients into the Affordable Care Act was extremely important to me. I also found that the updates, the document requirements, anything that is needed to follow up with my client was right there at my fingertips, and that's why I ultimately chose to use HealthSherpa. The ease of integration was extremely simple. They also provide for us a website link that I can share via email, via text. So that even if I don't have to sit with my clients one-on-one, they can enroll themselves using my platform. And it allows me to be able to service more clients, even when I'm not physically available. If you're looking for a direct enrollment site that allows you to communicate with the ACA healthcare government website and seamlessly service your clients, I would highly recommend HealthSherpa for that purpose, because it makes it easy. It gives you follow-ups. It allows you to communicate with your clients. They give you real time communication about your clients and their insurance needs.