QQ Catalyst

The Future of Insurance Agency

Management Systems is Here!

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Insurance agencies today are often inundated with

tasks, from finding leads to updating clients’ policies,

and keeping up with renewals.

When you add outdated technology to the mix,

it not only slows down the amount of work getting

done, it creates more work.

The State of Insurance

Agencies Today

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Many agencies are still using traditional, cumbersome

agency management systems that actually hold them

back. Here are some reasons why:

• Steep learning curve for new employees.

• Require substantial IT support.

• No mobility and tie agents to the office.

• Limited reporting.

• No bi-lingual support.

• Poor management of work-in-process and multitasking

Legacy Agency Management

System Pain Points

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Adapting an agency management system that is

designed to:

• Streamline your workflow, with step-by-step guidance

through important tasks.

• Put important information about your agency at your

fingertips.

• Offer you the ability to update clients’ policies anytime,

anywhere on any device.

• Eliminate the need for IT support.

A Smarter Solution

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

An innovative agency management system, QQ Catalyst is about simplifying your work, not creating more of it.

Catalyst features that will help you work faster and smarter include:

• Completely Web-based• Real-time contact and policy management • Customizable dashboard• Easy multitasking with Catalyst’s exclusive “stack”• Guided workflows• Standard & custom reports• Print & email letters• Cloud-based file management• Downloads• Commission tracking & reconciliation

Introducing QQ Catalyst

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Catalyst’s innovative Dashboard

allows you to choose from a library of

widgets that let you see your

business at a glance, including:

• Active Policies: The total

number of dollars your agency is

pulling in, displayed as a pie

chart and bar graph.

• X-dates: Potential customers

whose policies are approaching

expiration.

• Expiring Policies: Existing

clients’ policies that are

approaching expiration.

See the “Bigger Picture”

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

With Catalyst’s exclusive

“Stack”, you can work on

multiple tasks and switch among

them. If you get interrupted, it

allows you to save your work

along the way. Pick right back

up where you left off without

skipping a beat, even if you

switch to another device.

Multi-Task With Ease

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Learn Catalyst as You Use it

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Guided Workflows “walk” users

through each step of your everyday

tasks, such as adding contacts,

creating policies, generating reports,

ACORD forms, and more.

The system also uses context aware

on-page videos, in-line help and

tooltips to help you learn the system

as you use it – making it seamless to

switch from your old agency

management system to Catalyst.

Catalyst is completely Web-based.

Catalyst runs on any device with a modern browser, including:

• PCs

• Macs

• Tablets (e.g., iPad)

• Smartphones (iPhones or Android)

So whether you’re running from place to place or jumping from

device to device, there’s finally an agency management system

that runs at your pace – fast.

Run Your Agency On-the-Go

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

After making the switch to Catalyst, we want to ensure you have all

the tools that you need to be successful. That’s why we offer

ongoing training, including:

• Virtual Classroom Training: Step-by-step training of new

features, key workflows and advanced techniques.

• Webinars: Attend live, ongoing webinars that don’t just teach

you how to better utilize our products. They offer insight on

management strategies, marketing tips and technology

advancements that impact agencies today.

Ongoing Training

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

About QQ Solutions

QQ Solutions is one of the largest providers of agency management

systems nationwide.

- More than 4,500 insurance agency customers

- More than 20,000 users

- Now in our 25th year

Our mission is to help independent insurance agencies compete in the

digital world, by leveraging Web technology, social media, Internet

marketing and real-time services.

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Take Your Agency From

Good to Great!QQ Solutions develops agency management systems and

other automation solutions that do the heavy-lifting for you –

letting you focus on helping your clients and growing your

business.

• QQ Catalyst – The latest in agency management systems, an

innovative game changer that everyone in your office

will love to use.

• QQ WebRater – Get real-time auto insurance rates, fast and easy.

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Connect With Us!Read our agency management blog for tips on marketing, sales, client

relations, and much more.

Join the conversation about insurance sales and agency management systems

on our QQ Solutions Facebook page.

Follow QQ Solutions on Twitter to get the latest updates about our products.

Connect with QQ Solutions on LinkedIn as a business contact and follow us for

career opportunities.

Circle QQ Solutions on Google+ for images, news updates, and more.

Watch the QQ Solutions YouTube channel for tutorials and demos.

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600