Vertafore QQCatalyst Overview

Vertafore-QQCatalyst is an agency management system providing tools for operations, marketing, and sales pipeline management. It aids insurance agencies in CRM, marketing, and sales management.

This is a summary of the comprehensive capabilities and benefits of Vertafore QQCatalyst based on over 12 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Vertafore QQCatalyst is right for your needs? Our Cuspera AI engine can evaluate how Vertafore QQCatalyst fits your specific business needs, industry, and context. Get your personalized assessment report today.

Vertafore QQCatalyst supports business activities such as:

  • Pipeline Management
  • Lead Management
  • Engagement Management
  • Cross Selling

Vertafore QQCatalyst can help you with many business goals, such as Enhance Customer Relationships, Increase Sales & Revenue, and Acquire Customers.

Vertafore QQCatalyst Reviews

11 buyers and buying teams have used Cuspera to assess how well Vertafore QQCatalyst solved their business needs. Cuspera uses 12 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities peers achieved using Vertafore QQCatalyst.

Other priorities:

  • Acquire Customers
See all business priorities See less business priorities

Use Cases

Peers recommend Pipeline Management , Lead Management , Engagement Management , as the business use cases that they have been most satisfied while using Vertafore QQCatalyst.

See all use cases

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Pipeline Management

3.80/5 ★

Read Reviews (2)

"...QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools...." QQCatalyst - Agency Management Systems
Lead Management

3.34/5 ★

Read Reviews (1)

"...Identify new business, round out your current accounts, and strategically manage prospect sales cycles. ..." QQCatalyst - Agency Management Systems
Engagement Management

3.28/5 ★

Read Reviews (1)

"...Join, Vertafore, NetVU, and your fellow product users for our interactive virtual Kickoff, June 9 11...." QQCatalyst - Agency Management Systems
PEER EXPERIENCES
Pipeline Management

3.80/5 ★

Read Reviews (2)

"...QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools...." QQCatalyst - Agency Management Systems
Lead Management

3.34/5 ★

Read Reviews (1)

"...Identify new business, round out your current accounts, and strategically manage prospect sales cycles. ..." QQCatalyst - Agency Management Systems
Engagement Management

3.28/5 ★

Read Reviews (1)

"...Join, Vertafore, NetVU, and your fellow product users for our interactive virtual Kickoff, June 9 11...." QQCatalyst - Agency Management Systems

Customer Stories

American Specialty Insurance & Risk Services, Inc. - Insurance

NetRate helps American Specialty Insurance manage risk for sports and entertainment clients. The company needed fast, efficient rating software to keep up with changing markets. NetRate offers quick ...processing and easy changes, which supports their service goals. The software is user-friendly and reduces errors by eliminating re-keying. American Specialty recommends NetRate to other MGAs for its speed and efficiency.

Read more →

U.S. Risk, LLC - Insurance

AIM and ImageRight help U.S. Risk, LLC, a specialty lines MGA, streamline workflows and centralize operations. Before using these Vertafore solutions, U.S. Risk managed paperwork and reports manually.... AIM now centralizes underwriting, accounting, and claims, while ImageRight routes work to the right people. The company automated payments and improved reporting accuracy. Policy issuance is now a single click, saving time and boosting productivity across 16 branches.

Read more →

FCCI Insurance Group - Insurance

ReferenceConnect helped FCCI Insurance Group move from paper-based processes to digital efficiency. The company used to keep reference materials in binders and update them manually, which was slow an...d error-prone. With ReferenceConnect, FCCI centralized all carrier information for employees and agency partners. The solution enabled customizations, faster updates, and allowed one full-time employee to shift to a more strategic role. FCCI saw improved efficiency and a better experience for staff and partners.

Read more →

SeibertKeck Insurance Partners - Insurance

InsurLink helped SeibertKeck Insurance Partners improve client retention. The agency used InsurLink to give clients self-service options. This made it easier for customers to get certificates and man...age their needs. The solution also lowered costs by reducing the need to process physical checks. Employees could focus on higher-value tasks, making service better for clients. The agency kept its small-business feel while growing fast.

Read more →

BEVCO Insurance - Insurance

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The system made daily work faster and let employees work from anywhere. BEVCO used QQCatalyst to automate tasks and conn...ect with clients by text and email. The agency grew premiums by $250,000 after using QQCatalyst. Work that once took days now takes minutes.

Read more →

Based on peer insights

Cuspera recommends Vertafore QQCatalyst for

Use Cases Pipeline Management , Lead Management , Engagement Management
Business Priorities Enhance Customer Relationships, Increase Sales & Revenue, Acquire Customers

IT and Other Capabilities

for Vertafore QQCatalyst

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.57/5 ★

Read Reviews (4)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.57/5 ★

Read Reviews (4)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

2.93/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

2.93/5 ★

Read Reviews (1)

Software Failure Risk Guidance

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for Vertafore QQCatalyst

Top Failure Risks for Vertafore QQCatalyst

Vendor Profile Details

Company Name

Vertafore, Inc

Company Website

https://www.vertafore.com/

HQ Location

999 18th St, Denver, CO 80202, US

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