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QQCatalyst, an Agency Management System that provides operational, marketing, and sales pipeline management tools. Insurance Agencies CRM, Insurance Marketing Management, Insurance Agents/Brokers Sales Management, Book of Business.
QQSolutions Support and Training. Welcome: Overview. Hi! Welcome to the QQCatalyst Training Center! It’s easy to get started, learn the product and quickly source support answers to …
QQConnect is an add-on utility for QQCatalyst that makes it easy to transfer documents and e-mails from your Windows desktop or desktop applications directly into QQCatalyst. With QQConnect, saving an email or other document from your desktop to your contact records in Catalyst is as simple as dragging and dropping, or printing a document.
Every week QQ delivers 15-20 interactive public classes ranging from basic administration to robust marketing functionality, all found in QQCatalyst. You can learn by ROLE or SUBJECT . Our classes have recently moved and can be found by going to Vertafore University .
Are You New to QQ? We have made your onboarding painless and effective to ensure you maximize the value of your investment. Below you will find a host of jump-start materials to best prepare you for your setup, workflows, quick reference materials and introduction to the Help Center. Click (+) to expand. …
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QQSolutions Support and Training. Video On Demand. Running a business means you have limited time for software training, which is why Vertafore has developed a robust suite of videos based on (20-minute) training classes or (3- to 5-minute) subject-driven training vignettes for those on the go.
QQSolutions Support and Training. Fast Track for Users by Role. Get the information you need to become a QQ EXPERT quickly and effectively based on your role and/or responsibilities within the agency. Classes are typically 20 minutes in length, enabling you to be up and running in just a few hours via FREE public courses or robust Videos on Demand.
Product Support. Phone: 800.444.4813 At Vertafore, we offer you unlimited phone and email product support, so you can get your “how to” questions answered quickly and get back to serving your clients in no time.You can also visit our FAQ section to get immediate answers to …
QQCatalyst Support Tools. The following support tools are used by Product Support. Only download and run these tools if directed by Vertafore to do so.
Jan 07, 2015 · QQ Catalyst User Overview Date Added: 11/11/2014 See how to customize the dashboard, add new contacts and policies, upload files, email from within Catalyst, complete ACORD® forms and process downloaded transactions.
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This is the recommended method for 3rd party access to QQCatalyst when using a visual application. By using OAuth2 standards with an active authentication, no 3rd party developer will need to gather or store a user’s login credentials; instead they will redirect QQCatalyst users to our login page as shown below.
In the Providerdrop-down list, click the provider for the employee’s email account. If you select Gmail, click the Click To Authenticatebutton to go to the Google Sign In page to authenticate and allow QQCatalystaccess to the email account. After you complete these actions, you …
QQ Catalyst is a revolutionary new cloud-based insurance agency management system. Catalysts innovative user interface offers capabilities and design features unlike anything insurance agencies have ever seen before. With no set-up fee’s, no monthly contract and a 30 day money back guarantee, we make it easy to do business with QQSolutions.