# QQCatalyst Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is QQCatalyst the right Insurance solution for you? Explore 44 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/36109/QQCatalyst/reviews --- QQCatalyst 3.2 (44) [View alternatives](https://www.capterra.com/p/36109/QQCatalyst/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of QQCatalyst Ease of use 3.4 Customer Service 2.9 ## Pros and Cons in Reviews DB Dalton B Account ManagerInsurance, 51 - 200 employeesUsed the software for: I used a free trial. “You get the best value for your money with QQCatalyst.“ February 18, 2026 DB Dalton B Account ManagerInsurance, 51 - 200 employeesUsed the software for: I used a free trial. “The only con I have is that the reporting tools are pretty limited and don't have the customization that the rest of the software has.“ February 18, 2026 KK Kim K OperationsInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “I like the price, it's great for seeing how much to pay the agents monthly.“ January 12, 2022 JW Jeff W OwnerInsurance, Self-employedUsed the software for: 6-12 months. “QQ Catalyst was frustrating and hard to use, with poor customer support and wasted time and money.“ July 25, 2025 KK Kim K OperationsInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Adjustments like refunds or add on premiums is super awkward.“ January 12, 2022 KK Kim K OperationsInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Took us quite a while to figure out how to handle the refunds or additional premium.“ January 12, 2022 ## Showing most helpful reviews Showing 1-25 of 44 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Diane T. Owner Used the software for: 1-2 years ### "I like the many features available in the program and the quick response from the customer service." January 9, 2018 4.0 Pros I like most the ability to test and measure so many variables through the reports as well as the Dashboard widgets providing real stats on premiums, lines of business, cross sell opportunities, customer source and more. We can quickly identify these crucial stats to determine our growth goals. I like that I can access the system anywhere and even on my cell phone. Cons The onboarding process was not as easy as implied. The system did not correctly recognize the agent name and transfer it over, instead it added the wrong agent. Review Source KT Kathryn T. Commercial Account Manager Insurance Used the software for: 2+ years ### " Great Potential" April 16, 2020 4.0 Good and promising, great customer support and super-fast learning curve for novices to the insurance business. Pros For middle-market commercial lines, this product is not adequate. For agencies with smaller commercial and personal lines, it is a great value. With a few workarounds it can be used with Excel for middle-market and large commercial. Vertafore purchased QQ Upgrade to accommodate carriers downloading in XML is going to be a great enhancement. With a bit of time, the user interface and liberation to use off-the-shelf accounting such as Quick Books Pro saves time, money and solves the staffing learning cure. Compared to products such as Vertafore's AMS360 and Applied' EPIC -both running on antique DB2 the size constraints of QQCatalyst are minimal and provide an exceptional costs savings. AMS' engine as well as Applied's EPIC engines are the same and were developed before the internet by a software developer in SC, now part of CSC, and originally designed to run on the mid-mainframe old AS 400. The size constraints of the old DB2 architecture make QQCatalyst a good option. The CRM and Sales Force, MailRoom and production widgets make QQCatalyst and excellent intro for producers to get everyone on the same system and eliminate the need to run dual pipeline and agency management systems. Cons Limited commercial lines screens for entry and pre-population of ACORDS. Unable to download carrier files in XML, lack of Reference Connect Interface Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[EZLynx](https://www.capterra.com/p/102928/EZLynx/) Reason for choosing QQCatalyst Value, ease of implementation, excellent support and ease of use Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Cost and functionality. Applied Epic was slow, overpriced and unusable for the sales force. Review Source JW Jeff W. Owner Insurance Used the software for: 6-12 months ### "Caveat emptor" July 25, 2025 1.0 QQ Catalyst was frustrating and hard to use, with poor customer support and wasted time and money. I do not recommend it for agencies wanting an easy, reliable management system. \*\*\*disclaimer: AI modified because what I really thought was unprofessional to publish Pros The smooth talking sales person that sold me this nightmare! I suppose I also appreciate the opportunity to warn others so they can make better-informed decisions Cons The overall experience, wasting my time trying to figure it out, lamenting that I paid to put myself in this position, & the regret that I paid for a service that didn’t deliver Alternatives considered [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing QQCatalyst Because I didn't know any better and their sales person wasn't going to tall me Review Source DB Dalton B. Account Manager Insurance Used the software for: I used a free trial ### "Why you should roll with Q" February 18, 2026 5.0 Overall, my experience has been great. Their customer support is friendly and very helpful. Uploading files is a breeze and quick. Pros You get the best value for your money with QQCatalyst. It's very user-friendly, which makes it simple to learn. Specifically, it's easy to use for things like payment processing and client support. I feel it fits best for mid-sized insurance agencies. Cons The only con I have is that the reporting tools are pretty limited and don't have the customization that the rest of the software has. Review Source LB Logan B. Ops Manager Insurance Used the software for: 2+ years ### "QQ Catalyst best value AMS" August 14, 2019 4.0 We are solving the need of getting data from insurance companies. Pros Price, cloud, api, it has everything you need to keep track of clients, customers and employees. Cons It has everything you need to get started but you will have to hire someone to constantly manually manage things that should be automated. Reports, data structure, ease of use, tasks, mailroom, downloads Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing QQCatalyst Price, api, those other systems work if your only focus is living inside of those systems. Review Source TC Taqnnya C. mgr Insurance Used the software for: 2+ years ### "Sub-par client mgt system" November 9, 2023 1.0 not good. highly recommend using another product Pros the sales representative made us believe QQCatalyst was a robust CMS. It was extremely expensive to transfer our data. Then transferred data, it was not readable Cons Consistent technical problems where we can't log-on or do anything Reason for choosing QQCatalyst the functionality that was promised but were not true Switched from [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) looking for better option. This was not the case Review Source RS Richard S. Owner Insurance Used the software for: 2+ years ### "Fantastic AMS for small agencies (if it works)" May 10, 2021 3.0 Pros We were sold on the idea of text, automatic event reminders and tasks, and customizable dashboards that let us use the software how we would like. Its completely cloud based so it also works on mobile in a pinch. Cons The same features that make this AMS so valuable at its price point are unreliable. We experienced issues with customer search, automated email reminders, automated task assignments, and connectivity issues. Tech will occasionally and understandably have problems but many of these issues were chronic and never fully resolved so we had to abandon these features and purchase additional software just to handle the same tasks which also meant double entry. Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing QQCatalyst Our agency got a discount which made setup cheaper. Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) We were having issues with commission accounting with Agency Matrix. We also wanted more functionality and automation which we ended up needing to use another product anyway because of QQCatalyst's problems. Review Source RG Robert G. Owner Insurance Used the software for: 2+ years ### "Not perfect, but it's working" October 22, 2019 3.0 Meh. I'm still looking for a better solution. It's fine if you're a small agency just getting started, but don't expect Vertafore to be responsive with updates, or assistance when you run into an issue. Pros The ability to maneuver quickly through the system to add/change a client's details and produce an Acord Form Cons Sometimes does not pull over data from customer record to Acord, Customer Service is atrocious, Reports are not simple to create Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[EZLynx](https://www.capterra.com/p/102928/EZLynx/) Reason for choosing QQCatalyst Cheap. We were just getting started and basically just needed an electronic file drawer which had the ability to produce forms. Review Source MA Monica A. owner Insurance Used the software for: 1-2 years ### "Excellent Magnagement System but..." June 9, 2020 5.0 Is an excellent management system very easy to use an understand I neve would it let it go if the report were exactly were I was looking for. Pros I like almost everything really love the test messages. Cons The only thing was missing for me the reports I was looking for some detail to separate my premium and fee money. Alternatives considered [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Reason for choosing QQCatalyst Because I love it features and I saw it working at the PIA Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Because of the reports. Review Source Nik K. AGENCY OWNER Insurance Used the software for: 2+ years ### "STAY AWAY" November 27, 2019 2.0 The overall experience is extremely poor. It's been a steady downhill decent in terms of quality, value and functionality. Pros Nothing. We cannot leave QQ fast enough. That pains me to say because I really believed in the direction they were going. Cons Before QQ was purchased by Vertafore, this software had nice upside. Unfortunately, after the merger the software has become very dated and severely lacking in features when compared to other systems. If you try and leave, they will charge you for your own data. Review Source RL Renee L. Principal Used the software for: Less than 6 months ### "Really disappointing" April 20, 2018 2.0 Pros When these features are actually working, my favorite are texting, emailing right from a client contact, the fact that the system keeps a log of everything done within a client contact. Cons For starters, it is SO glitchy. When you call customer support they leave you hanging and just brush you off. Sometimes you can send an email, sometimes it just won't work. Alerts don't always come up so I could have received a text message hours ago but was never alerted. When I open an Acord form while in a policy, the policy number never carries over to the form! So I am doing a binder and manually having to enter the policy number. A lot of information did not carry over during the conversion from AMS Prime. Before signing up, I went over with our conversion contact the things that would and would not be carried over. They fell short on that and we are missing a lot of information. Luckily, we still have access to Prime so we are now having to refer back to it which is absurd. I have tried many different contacts within the company and I cannot get a response from anyone. The website is very slow. Review Source KB Kevin B. Principal Agent Insurance Used the software for: 2+ years ### "An awesome agency management system" February 22, 2017 5.0 We have been using QQ for almost 3 years. We are still finding new and awesome features, and QQ keeps adding functionality. We have been able to quit using some other software programs as they are now built in to QQ. Pros Ease of use. I love the way it can integrate with other programs. Cons Customer support can be slow at times. Review Source DD Donna D. Manager Insurance Used the software for: Less than 6 months ### "Customers are all in one place. Great Product easy to use" July 9, 2019 5.0 It is a great Agency Management System. Pros We are getting this product finally! I have been to review the product with the owner & decided to start using this in place of our old system. It has so many great features. I am looking forward to using it very soon. Cons I have not seen any cons yet on this product. Reason for choosing QQCatalyst We have used Doris for years & it was time to change. This product will transfer all information to PL Rater, will save time when quoting. Review Source TH Thomas H. Insurance Agent Insurance Used the software for: Less than 6 months ### "helpful " August 12, 2022 3.0 Pros Easy to use step by step. Easy to learn and helpful Cons can be a little overwhelming some tabs not needed Review Source jT joel T. owner insurance agency Nanotechnology Used the software for: Less than 6 months ### "Dont trust, dont sign their a reason why they have you sign a contract" March 12, 2020 1.0 no benefits having this system. Pros warning very bad system they will sign you up and get very little help. even the person who trains you will have trouble explaining the product Cons everything is bad about this product ,not user friendly at all. Reason for choosing QQCatalyst Warning once you sign you get little to no help, but they will take your money. Review Source KK Kim K. Operations Insurance Used the software for: 2+ years ### "Clunky" January 12, 2022 2.0 It's cheap, lets us do limited stuff which does help improve our efficiency. However, we can't use it for quoting since they don't allow you to customize the quoting output. We can't use it to send proposals, final quotes, or request to bind templates. We can email policies, invoices, and take payments. The email system is super awkward for designing emails (like blast emails with a product update or during the holidays.) Definitely hasn't been updated since 1995 so pretty useless and awkward unless you have training/background in html/css. Emails always generate with weird formatting, they just don't look quite right. Pros I like the price, it's great for seeing how much to pay the agents monthly. The commissions don't show for them unless the client pays, which is great. I like the ability to pull reports for monthly commissions. I also like how to pay carriers. The commissions owed by carriers when there are adjustments does not integrate, however. Cons Commissions/Premiums owed carriers is clunky. Adjustments like refunds or add on premiums is super awkward. It doesn't allow you to apply customer credits to a refund/endorsement. Took us quite a while to figure out how to handle the refunds or additional premium. We've been doing this for 10+ years so we were not expecting the system to be so finicky. Definitely wasn't designed by anyone who does insurance premium/trust accounts, unfortunately. Generating our monthly commissions is also not fun. I pull three different reports and have to manually adjust them all to make sure we are taking the proper commissions. Absolutely dread that part. The Quickbooks integration is a joke. I did it at first but it would randomly duplicate exports and I'd end up with double of everything and have to go through each client line by line to edit them. Cost me a TON of time, stress, and I absolutely would not recommend integrating with Quickbooks/intuit to my worst enemy. Horrible. Reason for choosing QQCatalyst Our agency is so small, it didn't make sense to spend so much per month for what we need. Review Source SP Sabrina P. customer service rep Insurance Used the software for: 2+ years ### "Why we love QQ" May 20, 2024 5.0 overall experience with qq is 10/10. they have many things to offer and we loved using it only a daily Pros We love that you can make notes, and keep tabs on everyone that calls us. As well as add and upload any documents we need saved Cons It has i feel like a little too many features so its hard to sit and figure out what you can utilize but its nice they have many options Review Source Response from Vertafore May 22, 2024 Hi Sabrina, Thank you for taking the time to review QQCatalyst. We're thrilled to hear that it works so well for your agency. We're glad to be a part of your business and appreciate your feedback! GM Gonzalo M. Owner Insurance Used the software for: 2+ years ### "Bad Services Support" September 12, 2023 1.0 bad, support very bad answers and no solutions Pros its ease to use, and the acord forms Cons the support not answer , they have chat but is very slow, take mor than 2 hours in responses, we only use QQ for SMS but its not working thy have problem with TWILIO, It is frustrating to pay for a service and not get a solution, the reports are bad, the SMS expire over time, and you cannot manage the commissions because they double them, the only good thing they had were the txts but that doesn't work now either Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing QQCatalyst only for sms Switched from [Veruna](https://www.capterra.com/p/155983/Veruna/) the reports are very complete Review Source Noe T. Agent Insurance Used the software for: 2+ years ### "A lot of room for Improvement, I mean a lot!" February 7, 2018 2.0 Very little, Compared to others....Unfortunately, Management is not fond of changes and the employees don't want to start all over with training on another product. Pros I like the dashboard and its really easy to use. The fact that you can see your expiring policies on the dashboard. Cons 1\. Can't Customize Fields. 2.- Not good for Commercial Lines. 3.- Need to enter same info multiple times. 4.-Not really good for accounting and premium tracking. 5.- Bugs from old version Cant be removed. 6.- Files don't Attach in the same "Tab". 7.- No hyperlink provided for the Premium Finance Companies, the ones for the MGA's dont work. 8.-The Productivity Tracking is a Joke. If I track my productivity it says I havent done squat in over 6 months...LOL. 9.-Cant delete 1 ID card from a list of ID Cards already issued, You need to create another set if you want to print only active vehicles. 10.- Cant rely on the Quickbooks integration. Overall, This is really not a good choice if you want more for your money. Sincerely - Actual QQ-Catalyst User. (Not like the ones giving 5 Star...LOL) Review Source LN Lacey N. AGENT Insurance Used the software for: 2+ years ### "Integration for the future!!!!" August 11, 2022 5.0 Wonderful! Easy use, and the training for new hires is seamless. Pros The integration across multiple platforms is so smooth. Cons Customer Service can be a long wait, but they have a facebook and twitter page for updates on issues. These pages also request users provide feedback, and the company actually responds to our requests and feedback of the program. Very ahead of the game here. Review Source AP Adam P. CEO Insurance Used the software for: 1-2 years ### "Do not consider this, RUN!!!!!!!!!!!!!" January 31, 2022 1.0 If I could rate our experience negative stars I would. I may have been the exception as I see several good reviews, unfortunately we have not had that experience and they are now fighting us on the 3 year contract we signed. That is your first sign: they require a 3 year contract for a reason, when they drop the ball you still have to pay them. Pros They are EXCELLENT at billing me. When I paid my first bill (same day I received it for the following month) they sent me another bill 10 days later. On their bills they don't show you what month it is for, just an invoice. I paid that bill as well second guessing myself on whether I paid their first invoice and not wanting to start off on the wrong foot. Sure enough I received yet another bill 10-11 days later. After checking my quickbooks I realized what I did and no matter what I receive a bill about 2-3 times per month. Cons We are on our 4 rep in 13 months. We still are not set up and NEVER get our rep, instead have to leave a voicemail or send an email only to hear back on their time, usually a day or two later. What's funny is when I called the billing department they took my call immediately but could not tell me if I was ahead on my payments or why they send so many bills. Review Source VM Vic M. Owner Insurance Used the software for: 2+ years ### "No Customer Service" September 6, 2023 1.0 Worst experience I have ever had with their customer service. Pros Before they were bought out they were a well run company Cons Since Vertafore has taken them over, there is no customer support and they do not call you back or answer your emails in a timely matter Reason for choosing QQCatalyst I am moving my account as it seems they do not care abouth their paying customers. Review Source AD Amy D. Office Manager Insurance Used the software for: 2+ years ### "Charging outragious fees to get your own data." April 18, 2023 2.0 Pros It was easy to use for people that are computer savy. Cons When I wanted to switch they charged me $1500 to get my data and said it would take 4 weeks. My other management company had it to me is 24 hrs and are only charging me 250 when I need a second copy. Reason for choosing QQCatalyst I have now switched from QQCatalyst to EZlynx. Review Source VR Verified Reviewer Owner/Agent Insurance Used the software for: 2+ years ### "QQCatalyst for a small agency" September 24, 2018 4.0 Catalyst allows a great place to keep track of all my customers and their policies. Download from most of my carriers helps me to be at my desk as apposed to going to the hard files. Tasks and reminders are great. There are many third party software and phone system integrations. There are more features in the system than I use so I feel I can grow my agency and still have more features that will help me later. Pros Easy to use but with many high end features. Cons It was recently purchased by a bigger competitor and they are having support and up-time issues lately. Review Source David K. Owner Insurance Used the software for: 1-2 years ### "Good but not great" January 6, 2020 4.0 I liked QQ ok, but the UI wasn't very intuitive for me. It took some time to learn. Pros I like the reporting module the best. I liked being able to create custom reports. The best part about QQ was the product support. Their support team was very responsive and were always available. Cons Some of the report dialog boxes were inefficient. There were multiple options you would have to select for some reports and you would have to select them over and over. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.