QQCatalyst Description
QQCatalyst provides tools for managing your agency's operational, marketing, sales, and pipeline management. It allows agencies to build customer relationships and manage their business effectively, so they can concentrate on growing their business. You can identify new business, expand your existing accounts, and manage prospect sales cycles strategically. Built-in tools to create campaigns that better serve your existing customers, cross-sell or acquire new customers. You can track the activity of your employees within the system. This allows you to identify leaders and gain insight into how to improve productivity.
QQCatalyst Alternatives
NextAgency for Health & Life Insurance
NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients.
* Increase sales with powerful CRM tools to track prospects, from lead to sale
* Focus your team by sharing notes and tasks that are compatible with your calendar.
* Improve customer service through our workflows and customer services reports
* Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team
Our online agency library allows you to access the forms and files whenever and wherever you need them.
* Automatically assign your email addresses to your prospects or clients.
* Track your commissions and get reports to show you what you have earned
NextAgency is simple to use and easy to customize. Get a free trial.
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Agentero
Agentero is a tool that allows independent insurance agents to increase their revenue, save time and provide a superior customer experience. Agentero integrates with your existing technology to modernize and position you for success. It's a single solution that puts you in charge. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded application. We work with independent agencies to innovate, creating new solutions and making sure your technology is in top shape. Predictive pipeline transforms existing data into actionable insights. A data-fueled pipeline will automatically surface cross-sells, upsells and other opportunities at the right times so you can make the most of your time. Smart workflows allow you to work more efficiently. You have a powerful layer for client interaction tools that streamline communication, automate mundane tasks, reduce busy work, and more.
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HawkSoft
Your agency providing meaningful value to policyholders is the key to strong retention. HawkSoft's Retention Alerts help you identify clients that need your attention so your staff can provide proactive service. Every interaction should be a "wow" experience. Do in 5 minutes what others agencies do in 25 minutes. Get more out of your existing clients and sales pipeline. HawkSoft's Lead Management categories help you see where your clients are in the sales funnel. Built-in cross-sell or upsell reports allow you to identify policyholders for whom you can offer additional services. To reach clients, you can use batch email, letters and text messages as well as scheduled communications. If data is difficult to access or hard to act upon, it is useless. Key indicators and vitals of agency. Monthly close ratio by producer. Policies per client. Commissions by carrier. Retention. Book of business reports. You can send batch emails from the report view because our reports are actionable.
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Rocket Referrals
Rocket Referrals allows your clients to stay longer, spend more, and refer friends. There are no setup fees or contracts. Find happy clients and those who are most likely to leave. Save those relationships by being notified when clients are unhappy. With NPS, you can collect feedback from clients to track their sentiment. Our AI will categorize client feedback and help you improve. Automate what and when you send your clients. You have full control over what you send to your clients and when. Create custom communications and e mail campaigns quickly. Cross-sell insurance using ready-to-go templates and automations. Send handwritten cards just like grandma. Rocket Connect allows you to stay connected in a new way. You can text your clients quickly, TCPA ready. You can quickly respond to prospects and clients via web chat.
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Pricing
Pricing Starts At:
$129.00/month
Free Trial:
Yes
Integrations
Company Details
Company:
Vertafore
Year Founded:
1969
Headquarters:
United States
Website:
www.vertafore.com/products/qqcatalyst
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Webinars
Live Online
In Person
Customer Support
Online
Phone Support
24/7 Live Support
QQCatalyst Features and Options
Insurance Agency Software
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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