Smart Choice

An insurance software partner is more than a vendor. We are committed to helping Smart Choice partners have the right technology to grow your agency.

Network partnership

A solid foundation for independent agencies

The insurance landscape is changing. Independent agencies that want to remain truly independent need the scale, support, and access to broader markets and increased contingency in order to remain competitive. It helps to have a technology partner that understands what you are going through. As an experienced agent, you'll know that an agency management system is a foundation for your business, and you want one that helps you scale and grow your business. We have resources to help you make these decisions and an active community of users that can support agencies partnered with Smart Choice.

We've helped many agencies scale with solutions that address their specific requirements, and we welcome a chance to discuss your needs and share best practices. Contact your dedicated Vertafore Smart Choice account team and we'll discuss how our solutions enable you to grow your business.

SmartChoice

Webinar

AgencyZoom Launch

In our exclusive webinar with Smart Choice National, you’ll learn more about how AgencyZoom can boost your agency’s 5-star ratings, save time with personalized automations, and increase client retention!

Access the webinar now
qq catalyst card

QQCatalyst: Newly independent agencies need to focus on sales growth and need efficient tools so they can spend time with customers. QQCatalyst gives you flexibility with a customizable dashboard, a quick set up, and an intuitive design. It offers sales pipeline and email marketing capabilities to help you grow. It's also simple and easy to use while still being complete. This solution helps you manage your agency from anywhere with secure, cloud-based technology.  

Demo

 

 

PL Rating: is a real-time, insurance comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines.

  • Time-saving: 50% less time spent on quotes
  • Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers
  • Demand generation: agents say almost 50% of their leads come from CRQ

Demo

PL Rating Card
AgencyZoom

AgencyZoom is a smart automation solution built for insurance agencies. It allows agents to build an automated customer journey from prospecting, to renewals, and beyond. The mobile app and pre-built reports offer ease of access to data, while integrations with multiple insurtech solutions allow effortless syncing of information. With AgencyZoom you can also:

  • Close more leads, faster
  • Automate engagement, increase retention
  • Crush your goals
  • Help generate 5-star Google reviews

 

Frequently asked questions

How is QQCatalyst different than other agency management systems?

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Is it necessary to install software on my computer?

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Does QQCatalyst have an accounting piece, or integrate with other accounting software?

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I’m using another management system. If I switch to QQCatalyst, can you import my data? Is this included in the price?

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Do you integrate with most comparative raters on the market?

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How will I be trained?

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How do I get set up with QQCatalyst?

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How can I get a demo of the system?

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What is the pricing for SmartChoice agents?

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What type of discount is this?

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Do I pay SmartChoice, or Vertafore?

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Do I have to sign a contract?

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Who do I contact if I have service issues, or need help with something?

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