Service
Deliver top-notch service
An unforgettable customer experience
- Access centralized data. Respond quickly to client needs with policy and client information all in one place.
- Customize your dashboard. View action items, including alerts and upcoming tasks, to help prioritize your day.
- Automate daily tasks. Improve customer service with automated emails and task management capabilities.
Operations
Operate efficiently
Empower your staff
- Automate workflows. Streamline repetitive tasks and processes so you can focus on what matters most.
- Foster team accountability. Track employee productivity and tasks to identify top performers and best practices.
- Work from anywhere. Enjoy cloud-based access anytime, anywhere.
Leadership
Drive your business forward
Decisions based on data, not guesswork
- Pull detailed reports. Access 50+ pre-built and customizable reports from top clients to monthly production.
- Grow your revenue. Oversee your entire sales process with our fully integrated sales pipeline manager.
- Identify growth potential. Analyze your book of business breakdown to target high-impact segments.
Entrekin Insurance case study
See how one agency tripled premiums
Powered by QQCatalyst and the Orange Partner Program, Entrekin Insurance achieved high retention and a top net promoter score.
Channel Orange
Driving big impact in a small agency
Learn how forward-thinking power couple Jessica and Keenan balance growth, technology, and authenticity in their thriving agency.
Users and industry leaders love QQCatalyst.
Seamlessly integrate all your favorite tools
Your workflow will always be connected
Discover your agency’s perfect fit
The hunt for the ideal AMS can be difficult, but we’re here to help. Take the quiz below to narrow your search and get a personalized recommendation tailored to your agency’s needs.
More ways to learn how QQCatalyst can transform your business
Dive into guides, success stories, and more.
QQCatalyst data sheet
QQCatalyst and PL Rating data sheet
QQCatalyst to AMS360 data sheet
QQCatalyst Carrier Partner List
Optimize lead flow in your agency
Roadmap to becoming a modern independent agency
Revolutionize your insurance workflow with QQCatalyst + ai