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QQCatalyst

Reviews of QQCatalyst

3.2 (42)
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Pros

  • QQCatalyst has a nice and easy to use user interface. It also had great management application uses.

  • Good and promising, great customer support and super-fast learning curve for novices to the insurance business.

  • I like the reporting module the best. I liked being able to create custom reports.

  • I love that everything that you could want is included in the management system.

Cons

  • Worst experience I have ever had with their customer service.

  • Cost me a TON of time, stress, and I absolutely would not recommend integrating with Quickbooks/intuit to my worst enemy.

  • Limited commercial lines screens for entry and pre-population of ACORDS. Unable to download carrier files in XML, lack of Reference Connect Interface.

  • 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.

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Most Recent Video User Review for QQCatalyst

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Video Review
Vendor ResponseBy Vertafore on February 26, 2024

Hi Tannya, Thank you for the review of QQCatalyst! We value your opinion and appreciate you sharing your experience, especially regarding onboarding. We're glad to be a part of your business and appreciate your feedback!

QQCatalyst Review: A great starter client management system

3.0
Posted on January 12, 2024POSTED BY:

Tannya C.

mgrInsurance
Reviewer Source
)

Showing Most Helpful

Showing 25 of 42 reviews

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Diane T. avatar
Diane T.
Owner
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Reviewer Source
Source: Capterra
January 9, 2018

"I like the many features available in the program and the quick response from the customer service."

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.

Kathryn T.
Commercial Account Manager
Insurance, 11-50 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
4.0
Features
3.0
Value for Money
5.0
Likelihood to Recommend
6/10
Reviewer Source
Source: Capterra
April 16, 2020

" Great Potential"

Overall: 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 and EZLynx
Reasons for Choosing QQCatalyst: Value, ease of implementation, excellent support and ease of use
Switched From: Applied Epic
Reasons for Switching to QQCatalyst: Cost and functionality. Applied Epic was slow, overpriced and unusable for the sales force.
Tannya C.
mgr
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
1.0
Ease of Use
2.0
Customer Service
3.0
Features
1.0
Value for Money
2.0
Likelihood to Recommend
1/10
Reviewer Source
Source: Capterra
November 9, 2023

"Sub-par client mgt system"

Overall: 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

Reasons for Choosing QQCatalyst: the functionality that was promised but were not true
Switched From: HawkSoft CMS
Reasons for Switching to QQCatalyst: looking for better option. This was not the case
Logan B.
Ops Manager
Insurance, 11-50 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
3.0
Features
2.0
Value for Money
4.0
Likelihood to Recommend
5/10
Reviewer Source
Source: Capterra
August 14, 2019

"QQ Catalyst best value AMS"

Overall: 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 and Applied Epic
Reasons for Choosing QQCatalyst: Price, api, those other systems work if your only focus is living inside of those systems.
Monica A.
agent
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 9, 2020

"Excellent Magnagement System but..."

Overall: 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
Reasons for Choosing QQCatalyst: Because I love it features and I saw it working at the PIA
Switched From: Agency Matrix
Reasons for Switching to QQCatalyst: Because of the reports.
Richard S.
Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
3.0
Ease of Use
4.0
Customer Service
1.0
Features
2.0
Value for Money
3.0
Likelihood to Recommend
2/10
Reviewer Source
Source: Capterra
May 10, 2021

"Fantastic AMS for small agencies (if it works)"

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
Reasons for Choosing QQCatalyst: Our agency got a discount which made setup cheaper.
Switched From: Agency Matrix
Reasons for Switching to QQCatalyst: 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.
Robert G.
Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
3.0
Ease of Use
3.0
Customer Service
2.0
Features
3.0
Value for Money
3.0
Likelihood to Recommend
5/10
Reviewer Source
Source: Capterra
October 22, 2019

"Not perfect, but it's working"

Overall: 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, Applied Epic and EZLynx
Reasons for Choosing QQCatalyst: Cheap. We were just getting started and basically just needed an electronic file drawer which had the ability to produce forms.
Sabrina P.
Customer Service Rep
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
May 20, 2024

"Why we love QQ"

Overall: 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

Vendor Response

By Vertafore on 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!
Gonzalo M.
Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
1.0
Ease of Use
4.0
Customer Service
1.0
Features
1.0
Value for Money
2.0
Likelihood to Recommend
1/10
Reviewer Source
Source: Capterra
September 12, 2023

"Bad Services Support"

Overall: 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
Reasons for Choosing QQCatalyst: only for sms
Switched From: Veruna
Reasons for Switching to QQCatalyst: the reports are very complete
Nik K. avatar
Nik K.
Agency Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
2.0
Ease of Use
3.0
Customer Service
1.0
Features
2.0
Value for Money
1.0
Reviewer Source
Source: Capterra
November 27, 2019

"STAY AWAY"

Overall: 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.

Vic M.
Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
1.0
Ease of Use
1.0
Customer Service
1.0
Features
1.0
Value for Money
1.0
Reviewer Source
Source: Capterra
September 6, 2023

"No Customer Service"

Overall: 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

Reasons for Choosing QQCatalyst: I am moving my account as it seems they do not care abouth their paying customers.
Amy D.
d
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
2.0
Ease of Use
3.0
Customer Service
3.0
Features
3.0
Value for Money
1.0
Likelihood to Recommend
1/10
Reviewer Source
Source: Capterra
April 18, 2023

"Charging outragious fees to get your own data."

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.

Reasons for Choosing QQCatalyst: I have now switched from QQCatalyst to EZlynx.
Reasons for Switching to QQCatalyst: They weren't supporting the product we had any longer.
Kim K.
Operations
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
2.0
Ease of Use
2.0
Customer Service
1.0
Features
1.0
Value for Money
4.0
Likelihood to Recommend
2/10
Reviewer Source
Source: Capterra
January 12, 2022

"Clunky"

Overall: 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.

Reasons for Choosing QQCatalyst: Our agency is so small, it didn't make sense to spend so much per month for what we need.
Noe T. avatar
Noe T.
Agent
Insurance, Self-employed
Used the software for: 2+ years
Overall Rating
2.0
Ease of Use
4.0
Customer Service
2.0
Features
1.0
Value for Money
2.0
Likelihood to Recommend
1/10
Reviewer Source
Source: Capterra
February 7, 2018

"A lot of room for Improvement, I mean a lot!"

Overall: 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)

LACEY N. avatar
LACEY N.
COO
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 11, 2022

"Integration for the future!!!!"

Overall: 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.

Reasons for Switching to QQCatalyst: our last product did not offer easy integration
Adam P.
CEO
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
1.0
Ease of Use
1.0
Customer Service
1.0
Features
1.0
Value for Money
1.0
Reviewer Source
Source: Capterra
January 31, 2022

"Do not consider this, RUN!!!!!!!!!!!!!"

Overall: 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.

Verified Reviewer
Owner
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
3.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
September 24, 2018

"QQCatalyst for a small agency"

Overall: 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.

David K. avatar
David K.
Owner
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
5.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
6/10
Reviewer Source
Source: Capterra
January 6, 2020

"Good but not great"

Overall: 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.

Michelle M. avatar
Michelle M.
Agency Principal
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 5, 2018

"Easy to Use Functionality"

Pros: We've been using this software since 2013. It is a great way to streamline client data, email, texting and the like. We'd be lost without it.

Cons: Sometimes we do get service hangups and issues with mailroom but for the most part it works well

Verified Reviewer
President
Insurance
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
3.0
Customer Service
5.0
Features
3.0
Value for Money
3.0
Reviewer Source
Source: Capterra
June 20, 2018

"QQ Catalyst was a great tool for our client management software."

Pros: QQ Catalyst is online and you can connect anywhere in the world. Also the reports and commissions features are pretty solid.

Cons: With QQ Catalyst being online it is more expensive than it's previous software. Also there are storage limits.

Kristy S.
CEO
Insurance, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
3.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
4/10
Reviewer Source
Source: Capterra
July 19, 2019

"Great Product, but read the fine print"

Pros: Great features, functionality and integrations.

Cons: Best for carriers that use Ivan downloads. A lot of manual entry otherwise. Read your contract. You can only make changes to your contract ONCE A YEAR AND ONLY IF YOU GIVE 60 DAYS NOTICE. I wanted to cancel my contract for various reasons to include I'm a captive agent and the manual entry was to time-consuming and also because I'm closing that side of my business. Low and behold I discovered that you can only make changes ONCE A YEAR at your renewal and you have to request those changes no less than 60 days before that renewal. So now I am stuck paying for something I can't use for another 8 months.

Kelli K.
Agent
Insurance, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Features
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 7, 2019

"Great product"

Pros: I love that everything that you could want is included in the management system. We have used QQsolutions products for over 10 years and we were hesitate to make the change over to Catalyst but we are so happy that we did. Everything is included in one place now, you can email straight from the platform, text etc.

Cons: You can only select one email to delete at a time from the mailbox, I wish there was an option to select more than one.

Aaron A.
Owner
Insurance, 1-10 employees
Used the software for: 6-12 months
Overall Rating
2.0
Ease of Use
2.0
Customer Service
2.0
Features
2.0
Value for Money
1.0
Reviewer Source
Source: Capterra
August 29, 2019

"Mediocre product, empty promises, mean legal team."

Overall: The sales reps dupe you into signing, talking about discounted month to month rates, and 'sign up before our price increase,' and omit any discussion about being locked in for 3 years. Then Vertafore has its legal team defend them when you ask to leave. If it's not too late, run away!

Pros: It functioned ok for P&C agency management but that's about it. When we finally found a service rep willing to help (a few months later) she was very helpful.

Cons: The contact lock in. And the lack of future compatibility and integrations. It was all-around mediocre. It did everything you need for P&C - contact management, downloads, commission calculation, etc - but nothing is outstanding compared to the competitors.

Reasons for Choosing QQCatalyst: Because of an SIAA discount and the ease of upgrading to Vertafore's other system - AMS360
Switched From: Zoho CRM
Reasons for Switching to QQCatalyst: Because of the empty promises. We needed an AMS specifically for P&C
Colleen G.
Insurance Advisor
Insurance, 501-1,000 employees
Used the software for: 2+ years
Overall Rating
2.0
Ease of Use
3.0
Customer Service
2.0
Features
2.0
Likelihood to Recommend
2/10
Reviewer Source
Source: Capterra
November 8, 2020

"Outdated and not useful"

Overall: The company was not a huge fan of this platform. It’s look in general was not very user friendly and outdated. It also was not easy to run simple reports.

Pros: We mainly had used this for lead management and reminders and daily tasks. It was fairly simple to enter information.

Cons: It was very outdated and not super user friendly when it came to getting into a good work flow.

JANNIN C.
customer service rep
Insurance, 1-10 employees
Used the software for: 6-12 months
Overall Rating
4.0
Ease of Use
4.0
Features
4.0
Likelihood to Recommend
6/10
Reviewer Source
Source: Capterra
August 2, 2019

"Good software, could use some uodates!"

Overall: Overall is good software, easy to use and learn. But it needs to be more wholesome and integrate other aspects of the business. I believe is great you can do things such as messaging right from the platform but it would be better is everything was more connected and better displayed. Also missing key features, like issuance of liability certificates.

Pros: - Easy to learn and use - Allowed to review customer's history at a glance - In-the-app communication with customers

Cons: - Missing to update information from the carriers or insurance providers (Except Progressive) - Didn't have all the services we provide in the office like issuance of liability certificates

Video User Reviews for QQCatalyst

Listen to customers review their experience with QQCatalyst.
QQCatalyst Review: A great starter client management system
By Tannya C.January 12, 2024