QQCatalyst

"Easy to Use Functionality"

Puntos a favor: 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.

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

"Great Potential"

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

Puntos a favor: 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.

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

"Really good until the wheels fell off"

Comentarios: Everything was running smooth and great until March 2020 when their automation failed. They knew about the issue but made a business decision not to tell their clients about it for whatever reason. I know this cost my business clients/money. It is September and I still can't get anyone to tell me what happened, when it will work, etc. In other words, in February I would have told everyone to go out and get their product but today I worry I may have to switch to another service because they will not talk to me and their product is broken.

Puntos a favor: There is a lot of capability for agents that do personal and commercial lines. It can help you grow from a scratch to a mid sized agency.

Contras: When there was a technical issue on their end and I needed support, there was none to be found.

"Excellent Magnagement System but..."

Comentarios: 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.

Puntos a favor: I like almost everything really love the test messages.

Contras: The only thing was missing for me the reports I was looking for some detail to separate my premium and fee money.

"QQ Catalyst best value AMS"

Comentarios: We are solving the need of getting data from insurance companies.

Puntos a favor: Price, cloud, api, it has everything you need to keep track of clients, customers and employees.

Contras: 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