Free Live Webinar
Successfully navigate the hard market with the right tools and expertise!
Empower your agency with accurate insights and industry knowledge using ReferenceConnect, Vertafore's trusted reference library tailored for insurance professionals. Learn more about leveraging this tool in our upcoming webinar on September 12.
Hear from Sandy Strebel, Project Manager at Vertafore, as she shares her knowledge and actionable strategies to boost your team's productivity while maintaining your competitive edge in a challenging market. In this webinar, we will cover:
- Strategies for maximizing ReferenceConnect for your agency
- Enhancing market access and driving more submissions
- Techniques for standardizing and streamlining your training processes
Success story
QQCatalyst helps ETA Insurance Group provide a first-rate client experience by improving internal efficiencies and catering to client expectations.
We're doing more than just selling and servicing a policy, and our customer experience has to reflect that.”
Joe Pilla, Founder & President
ETA Insurance Group
Our users love us
Manage easier so you can grow faster
Let QQCatalyst focus on customer relationships and business management so you can focus on growth.
Sales
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Grow your sales pipeline
- A fully integrated sales pipeline manager
- Identify new business
- Round out current accounts
- Strategically manage prospect sales cycles
Email marketing
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Easy-to-use marketing automation tools
- Existing customer service email campaigns.
- Cross-selling email campaigns.
- New customer acquisition email campaigns.
Increase efficiency
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Monitor employee productivity
- Track employee activity within the system.
- Recognize emerging leaders.
- Improve productivity.
- Reduce bottlenecks.
Provide exceptional client service
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Policy management tools
- Comprehensive policy summaries for existing customers.
- Projected insurance coverage for prospective customers.
Team management
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Employee time clock
- Track clock-in and clock-out activity.
- Determine which clock-outs are payable.
Employee time clock
- Track clock-in and clock-out activity.
- Determine which clock-outs are payable.