QQCatalyst

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

Aspetti positivi:

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.

Aspetti negativi:

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.

Great Potential

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

Aspetti positivi:

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.

Aspetti negativi:

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

Sub-par client mgt system

Commenti: not good. highly recommend using another product

Aspetti positivi:

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

Aspetti negativi:

Consistent technical problems where we can't log-on or do anything

QQ Catalyst best value AMS

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

Aspetti positivi:

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

Aspetti negativi:

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

Excellent Magnagement System but...

Commenti: 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.

Aspetti positivi:

I like almost everything really love the test messages.

Aspetti negativi:

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