QQCatalyst

QQCatalyst

Vertafore
RenewalCompass

RenewalCompass

Regency Software LLC
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About

QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business. Identify new business, round out your current accounts, and strategically manage prospect sales cycles. Built-in tools for creating campaigns to better service your existing customers, cross-sell, or acquire new customers. Track your employees’ activity within the system, allowing you to recognize leaders and get insight on how to improve productivity. Let QQCatalyst focus on customer relationships and business management so you can focus on growth. Easy-to-use marketing automation tools. Existing customer service email campaigns. Cross-selling email campaigns. New customer acquisition email campaigns.

About

RenewalCompass is a policy renewal pipeline built for independent insurance agencies with one to ten producers. It fills the gap between spreadsheets and a full agency management system, giving agents and their teams a shared, risk-scored view of every renewal in the book. Every policy in the renewal window is automatically scored by premium size, days to expiration, and recent contact activity. High risk accounts rise to the top so producers know exactly where to focus each day without rebuilding a priority list from scratch. The pipeline board moves renewals through five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, with one-click stage progression and a full contact log on every account. The whole team works from the same board so nothing slips when a producer is out or a busy week gets away from the agency. RenewalCompass.com

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies seeking a solution to manage all their operations

Audience

Independent insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$129.00/month
Free Version
Free Trial

Pricing

$59/month/2 users
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Vertafore
Founded: 1969
United States
www.vertafore.com/products/qqcatalyst

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

AgencyZoom

AgencyZoom

Vertafore
RenewalCompass

RenewalCompass

Regency Software LLC

Categories

Categories

Insurance Agency Features

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

Insurance Agency Features

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

Integrations

Applied Epic
Dial Your Leads
EZLynx
Formstack
HawkSoft
Intulse
Jenesis Agency Management
Momentum AMP by NowCerts
Pathway Insurance Software
QQCatalyst
RenewalCompass
Simplii
Sonant
Vertafore AMS360
Vonix

Integrations

Applied Epic
Dial Your Leads
EZLynx
Formstack
HawkSoft
Intulse
Jenesis Agency Management
Momentum AMP by NowCerts
Pathway Insurance Software
QQCatalyst
RenewalCompass
Simplii
Sonant
Vertafore AMS360
Vonix
Claim QQCatalyst and update features and information
Claim QQCatalyst and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information