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Average Ratings 0 Ratings

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ease
features
design
support

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Description

QQCatalyst serves as an agency management platform that offers tools for operational efficiency, marketing strategies, and management of sales pipelines. This system helps agencies enhance their customer relationships while streamlining business operations, allowing them to concentrate on expanding their clientele. It facilitates the identification of new business opportunities, enhances existing account management, and provides strategic oversight for prospect sales cycles. With integrated tools designed for crafting campaigns, agencies can effectively serve current customers, cross-sell services, and attract new clients. Additionally, QQCatalyst enables tracking of employee activities within the system, providing valuable insights on leadership recognition and productivity improvement. By allowing QQCatalyst to handle the intricacies of customer interactions and overall business management, agencies can redirect their efforts towards driving growth. The platform also features user-friendly marketing automation tools, existing customer service email campaigns, and specialized campaigns aimed at cross-selling and acquiring new customers, all designed to optimize agency performance.

Description

Lifetime: a single platform for acquisition, service, and engagement. This innovative solution addresses significant challenges that life and annuity carriers encounter in the current market. The accelerated underwriting electronic application product enhances sales through direct-to-consumer channels, call centers, and financial advisors. With LifetimeAcquire, users can effortlessly customize questions, workflows, and user interface elements, allowing for ongoing sales optimization across various platforms. LifetimeService offers a robust digital self-service experience for clients, enabling them to securely handle everything from payment processing to updating beneficiaries without the need for traditional methods like faxes or postal mail. Meanwhile, LifetimeEngage strengthens the bond between you and your policyholders, promoting brand loyalty, improving retention rates, encouraging health and wellness initiatives, influencing purchasing decisions, and enhancing financial literacy. As a result, this integrated approach not only simplifies operations but also enriches customer relationships over time.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dial Your Leads
Formstack
Intulse
Pathway Insurance Software
RenewalCompass
Simplii
Sonant
Vonix

Integrations

Dial Your Leads
Formstack
Intulse
Pathway Insurance Software
RenewalCompass
Simplii
Sonant
Vonix

Pricing Details

$129.00/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/qqcatalyst

Vendor Details

Company Name

Sureify

Founded

2012

Country

United States

Website

www.sureify.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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