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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.

Description

QQCatalyst serves as an agency management platform that offers tools for operational efficiency, marketing strategies, and management of sales pipelines. This system helps agencies enhance their customer relationships while streamlining business operations, allowing them to concentrate on expanding their clientele. It facilitates the identification of new business opportunities, enhances existing account management, and provides strategic oversight for prospect sales cycles. With integrated tools designed for crafting campaigns, agencies can effectively serve current customers, cross-sell services, and attract new clients. Additionally, QQCatalyst enables tracking of employee activities within the system, providing valuable insights on leadership recognition and productivity improvement. By allowing QQCatalyst to handle the intricacies of customer interactions and overall business management, agencies can redirect their efforts towards driving growth. The platform also features user-friendly marketing automation tools, existing customer service email campaigns, and specialized campaigns aimed at cross-selling and acquiring new customers, all designed to optimize agency performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dial Your Leads No 
Formstack No 
Intulse No 
Pathway Insurance Software No 
RenewalCompass No 
Simplii No 
Sonant No 
Vonix No 

Integrations

Dial Your Leads Yes 
Formstack Yes 
Intulse Yes 
Pathway Insurance Software Yes 
RenewalCompass Yes 
Simplii Yes 
Sonant Yes 
Vonix Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$129.00/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Business Assistant

Founded

2007

Country

United States

Website

www.LTSPro.com

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/qqcatalyst

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

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