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How to Customize QQ Catalyst

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Discover how our agency management system adapts to the way you work.

Discover how our agency management system adapts to the way you work.

Published in: Economy & Finance, Technology
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  • 1. Customizing QQ Catalyst The agency management system that adapts to the way you work. © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 2. For over 25 years, QQ Solutions has provided independent insurance agencies, just like yours, with agency management systems that help grow revenue, enhance productivity and operate more efficiently. Here are a six ways that you can customize our cloud- based agency management system, QQ Catalyst, to work for you. An Agency Management System That Puts Users First © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 3. 1. Customize your dashboard to the way you work. 2. Choose from our extensive library of widgets. 3. Drag-and-drop the widgets you want on your dashboard. No. 1: Customizable Dashboard © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 4. No. 2: Widget Library © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600 Like choices? We do, too. That’s why we let you decide which information you want to see within Catalyst’s Dashboard. Choose from more than 22 widgets, such as: Widget Name Type Description X-Dates Tables List of upcoming X-dates, based on selected date range. Cross-Selling Tables List of cross-selling opportunities, based on selected criteria. Expiring Policies Tables List of expiring policies within the selected date range.
  • 5. At QQ Solutions, we believe in keeping things simple. That’s why we created Guided Workflows, which offer step-by-step guidance through tasks, such as: • Creating a policy. • Adding a contact. • Building a custom report. For those that have already mastered it, you can turn off Guided Workflows for creating new contacts and policies. No. 3: Guided Workflow © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 6. Your time is valuable. Enjoy having more of it by using our customized letter and email templates, such as: • Individual letters to customers. • Full-scale email campaigns to prospects. No. 4: Marketing Templates © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 7. Create, save and edit reports to match your unique needs. Choose the information you’d like to display, and the order in which you’d like to display it. No. 5: Custom Reports © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 8. Switch the user interface from English to Spanish. Cambie de Inglés a Español en el interfaz de usuario. No. 6: We Speak Your Language © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 9. Already using Catalyst? Learn more about how you can take advantage of all of the available features by registering for our free, ongoing QQ Catalyst User Training. Choose the day and time that work best for your schedule on our training page. How do you QQ? © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600
  • 10. About QQ Solutions QQ Solutions is one of the largest providers of agency management systems nationwide. -More than 4,600 insurance agency customers -More than 22,000 users -Over 25 years serving independent insurance agencies 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
  • 11. 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, Catalyst is 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
  • 12. 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

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