Strengthen customer relationships • Simplify client emails with Mailroom, which integrates your personal email with QQCatalyst. • Personalize communication with customizable letter and email templates. • Connect with customers by sending custom text messages. • Provide clients with policy summaries that are automatically saved to their files. Save time and reduce mistakes • Easy access to personal lines quoting with embedded comparative rating. • Track current tasks with a feature-rich, configurable dashboard. • Keep documents secure and accessible with digital file management. • Cut down on key strokes and duplicate entry with auto-populated policy information. Get started fast with training in a flash • With no software to install, setup is quick and easy from any Internet-connected device. • Guided workflows walk new employees through each step of a process. • Staff can configure their dashboards with the tools they use most. © 2017 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Grow. Retain. Enjoy Your Business. Choose the proven management system that will meet the needs of your entire agency—from leadership and producers to accounting and customer service agents. Let our power increase your value. Here’s how. “ The QQCatalyst product is like having another team member without having to add bodies. Catalyst saves me time, money, streamlines my processes and helps me sell and service my clients more effectively.” Michelle Mosher, Principal, Southshore Insurance Professionals LLC, Brandon, FL Grow your business with the cloud • Increase cross-selling by creating lists of opportunities using your own data. • Manage all communications from the office, or a backyard barbecue. • Create custom reports and organize your data any way you choose. or call 800.444.4813 Contact Us
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Strengthen customer relationships• Simplify client emails with Mailroom, which
integrates your personal email with QQCatalyst.
• Personalize communication with customizable letter and email templates.
• Connect with customers by sending custom text messages.
• Provide clients with policy summaries that are automatically saved to their files.
Save time and reduce mistakes• Easy access to personal lines quoting with
embedded comparative rating.
• Track current tasks with a feature-rich, configurable dashboard.
• Keep documents secure and accessible with digital file management.
• Cut down on key strokes and duplicate entry with auto-populated policy information.
Get started fast with training in a flash• With no software to install, setup is quick and
easy from any Internet-connected device.
• Guided workflows walk new employees through each step of a process.
• Staff can configure their dashboards with the tools they use most.
© 2017 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
Grow. Retain. Enjoy Your Business.Choose the proven management system that will meet the needs of your entire agency—from leadership and producers to accounting and customer service agents. Let our power increase your value. Here’s how.
“ The QQCatalyst product is like having another team member without having to add bodies. Catalyst saves me time, money, streamlines my processes and helps me sell and service my clients more effectively.”
Michelle Mosher, Principal, Southshore Insurance Professionals LLC, Brandon, FL
Grow your business with the cloud• Increase cross-selling by creating lists of
opportunities using your own data.
• Manage all communications from the office, or a backyard barbecue.
• Create custom reports and organize your data any way you choose.
or call 800.444.4813
Contact Us
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