QQ Catalyst: The Future of Agency Management

QQ Catalyst
The Future of Insurance Agency
Management Systems is Here!
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600

Insurance agencies today are often inundated with
tasks, from finding leads to updating clients’ policies,
and keeping up with renewals.
When you add outdated technology into the mix,
it not only slows down the amount of work getting
done, it creates more work.
The State of Insurance
Agencies Today

Many agencies are still using traditional, cumbersome
agency management systems that actually hold them
back. Here are some reasons why:
• Steep learning curve for new employees.
• Require substantial IT support.
• No mobility and tie agents to the office.
• Limited reporting.
• No bi-lingual support.
• Poor management of work-in-process and multitasking.
Legacy Agency Management
System Pain Points

Adapting an agency management system that is
designed to:
• Streamline your workflow, with step-by-step guidance
through important tasks.
• Put important information about your agency at your
fingertips.
• Offer you the ability to update clients’ policies anytime,
anywhere, from any device.
• Eliminate the need for IT support.
A Smarter Solution

An innovative agency management system, QQ Catalyst is all about
simplifying your work, not creating more of it.
Catalyst features that will help you work faster and smarter include:
• Completely Web-based
• Real-time contact and policy management
• Customizable dashboard
• Easy multi-tasking with Catalyst’s exclusive “stack”
• Guided workflows
• Standard & custom reports
• Print & email letters
• Cloud-based file management
• Downloads
• Commission tracking & reconciliation
Introducing QQ Catalyst

Catalyst’s innovative Dashboard
allows you to choose from a library of
widgets that let you see your
business at a glance, including:
• Active Policies: The total
number of dollars your agency is
pulling in, displayed as a pie
chart and bar graph.
• X-dates: Potential customers
whose policies are approaching
expiration.
• Expiring Policies: Existing
clients’ policies that are
approaching expiration.
See the “Bigger Picture”

With Catalyst’s exclusive
“Stack”, you can work on
multiple tasks and switch among
them. If you get interrupted, it
allows you to save your work
along the way. Pick right back
up where you left off without
skipping a beat, even if you
switch to another device.
Multi-Task With Ease

Learn Catalyst as You Use it
Guided Workflows “walk” users
through each step of your everyday
tasks, such as adding contacts,
creating policies, generating reports,
ACORD forms, and more.
The system also uses context aware
on-page videos, in-line help and
tooltips to help you learn the system
as you use it – making it seamless to
switch from your old agency
management system to Catalyst.

Catalyst is completely web-based, with no software installation or
system requirements.
Catalyst runs on any device with a modern browser, including:
• PCs
• Macs
• Tablets (e.g., iPad)
• Smartphones (iOS or Android)
So whether you’re running from place to place or jumping from
device to device, there’s finally an agency management system that
runs at your pace – fast.
Run Your Agency On-the-Go

After making the switch to Catalyst, we want to ensure you have all
the tools that you need to be successful. That’s why we offer
ongoing training, including:
• On-Demand Training Videos: Step-by-step demonstrations of
new features, key workflows and advanced techniques.
• Webinars: View archived webinars that don’t just teach you how
to better utilize our products. They offer insight on management
strategies, marketing tips and technology advancements that
impact agencies today.
Ongoing Training

About QQ Solutions
QQ Solutions is one of the largest providers of agency management
systems nationwide.
-More than 4,500 insurance agency customers
-More than 20,000 users
-Now in our 25th year of business
Our mission is to help independent insurance agencies compete in the
digital world, by leveraging Web technology, social media, Internet
marketing and real-time services.

Take Your Agency From
Good to Great!
QQ Solutions develops agency management systems and
other automation solutions that do the heavy-lifting for you –
letting you focus on helping your clients and growing your
business.
• QQ Catalyst – The latest in agency management systems,
Catalyst is an innovative game changer that everyone in your
office will love to use.
• QQ WebRater – Get real-time auto insurance rates, fast and easy.

Connect With Us!
Read our agency management blog for tips on marketing, sales, client
relations, and much more.
Join the conversation about insurance sales and agency management systems
on our QQ Solutions Facebook page.
Follow QQ Solutions on Twitter to get the latest updates about our products.
Connect with QQ Solutions on LinkedIn as a business contact and follow us for
career opportunities.
Circle QQ Solutions on Google+ for images, news updates, and more.
Watch the QQ Solutions YouTube channel for tutorials and demos.

QQ Catalyst: The Future of Agency Management

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QQ Catalyst: The Future of Agency Management