QQ Catalyst Features

Question 1

Sales Room

Answer 1

QQ Catalyst
- Built in CRM tool
- Visibility into the health of the pipeline

Question 2

Employee Productivity

Answer 2

QQ Catalyst
- Have insight to daily activity of staff such ass hours logged, customers added, emails sent, etc..

Question 3

Reports

Answer 3

QQ Catalyst
- Generates reports on customer and policy data in the system for better visibility into their business
- Over 50 reports (commission reports, book of business, etc) built into QQ
- Ability to generate reports specific to the needs of the agency

Question 4

Customizable Dashboard

Answer 4

QQ Catalyst
- Can customer and arrange their dashboard to access customer and policy information that is most important to them in their role
- Choose widgets & layouts
-Ability to view cross-sell, expiring policies, tasks
- Texting

Question 5

Customer Profile

Answer 5

QQ Catalyst
- Create notes, tasks, ACORD forms, etc.. all in one place
- Access customer information (for E&O) .. emails, texts, docs, etc.
- Black bar used for ‘actions’ & green bar used for ‘customers/prospect information’

Question 6

Policy Profile

Answer 6

QQ Catalyst
- Quickly access policy information (details, documents, certs from one place)
- Black bar used for ‘actions’ & green bar used for ‘customers/prospect information’

Question 7

Marketing Central

Answer 7

QQ Catalyst
- Schedule bulk emails for various purposes including birthdays, natural disasters, etc..
- Pre-written templates
- Can be scheduled to go out months in advance

Question 8

Smartflows

Answer 8

QQ Catalyst
- Create a marketing campaign to automate cross-selling, expirations, policies, welcoming customers, etc..

Question 9

Agency Intelligence

Answer 9

QQ Catalyst
- Have oversight of the marketing efforts of the agency
- Can use for cross-selling (ex: ‘send email out to all the clients that have auto but not home insurance’)
- See how successful your marketing campaign is and allow you to make adjustments, clean up customer data, etc..