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

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 →

Gillman Insurance Problem Solvers - Insurance

AMS360 and InsurLink helped Gillman Insurance Problem Solvers double their revenue in six years. The agency kept revenue per employee over $200,000 and maintained a retention rate in the 90th percent...ile. AMS360 automated tasks and reduced manual data entry. Employees became more productive and happier. Vertafore Client Communications improved marketing and client engagement.

Read more →

Harbor Brenn Insurance Agencies - Insurance

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology with personal service. The agency uses automation to reach thousands of personal lines clients. Automa...ted renewal review emails get a 42% open rate and high response rates. This process leads to more coverage conversations and increased umbrella policy sales. Employees use quick navigation features to work faster and serve clients better.

Read more →

Marshall & Sterling Insurance, Inc. - Insurance

WorkSmart by Vertafore helped Marshall & Sterling Insurance process over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency used WorkSmart to track processes, report in real time, and... automate information flow. Staff could route work to the right people and manage bottlenecks. The solution increased workflow visibility and allowed growth without adding staff. Marshall & Sterling met client needs during a crisis without overwhelming employees.

Read more →

One80 Intermediaries - Insurance

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated underwriting, integrated s...ystems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.

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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