QQ Catalyst vs Better Agency Breakdown

QQ Good Stuff

  • "Customizable" Dashboard - 1:01
  • Guided Workflow For Entering New Contacts - 2:07
  • Easy To Modify Dashboard Reports - 3:09
  • Ability To Manually Set Policy/Customer Status - 8:37
  • Ability To Do Invoices/Fees - 8:59
  • Ability To "Bridge" To Integrated Rater - 9:20
  • They Have MANY Reports - 11:39
  • I Can Create "Custom" Reports - 11:57
  • I Can Export Reports (CSV, PDF) - 13:35
  • I Can Export To Quickbooks - 16:39

QQ Bad Stuff

  • QQ hasn't changed anything since 2012 - 0:29
  • "Smartflows" Doesn't Work - 2:31
  • Can't Take Action With The Data (Very Inefficient) - 3:34
  • The Renewal Increase Data Is Wrong 4:18
  • Can't Do Any Bulk Actions On Contact Search - 6:15
  • Can't Add Attachments To Notes - 9:40
  • Can't Change Sales Pipeline Stages - 10:17
  • Can't Take Any Action Steps From Pipeline - 10:44
  • Too Many Reports Is Confusing - 11:54
  • No Consistent Naming Convention - 12:34
  • Marketing "Templates" Don't Start Automatically - 17:54

Where Better Agency Wins vs QQ Catalyst

  • With Better Agency, an agent can take actionable steps with their data. Agents can run select contacts in bulk from the contact list and run a campaign. They can also run campaigns from the pipelines. This allows the agent to be more efficient. Instead of choosing contacts one-by-one like you have to in QQ Catalyst, agents can do bulk activities with automation.
  • QQ Catalyst hasn't had any real innovation or change in over a decade. This is likely due to the fact that since it was acquired by Vertafore, "R&D" has been reduced or eliminated. This sets Better Agency apart. Our team is still improving and innovating the product.

Where Better Agency Loses vs QQ Catalyst

  • QQ Catalyst caters well to agents who do "agency bill" or collect fees by allowing users to create invoices or take payments on policies. This is better than any option Better Agency currently has since we cannot produce receipts or invoices.
  • While the reports can be confusing, QQ Catalyst users can still create custom reports using pre-set parameters. This flexibility allows agents to create any sort of report for customers, prospects, carriers, and all contacts.
  • QQ has solved the "accounting" piece by allowing agents to export directly to Quickbooks. This is likely an easier set up than using Zapier to send AMS data.

Keys To Having Success Vs QQ Catalyst

  • Hammer home the fact that with QQ, you're stuck with an inefficient workflow. QQ Catalyst doesn't allow an agent to "play offense" with their data. They have to rely on integrations and multiple systems in order to do the same tasks and action steps found native in Better Agency. The major difference between the two systems is that Better Agency is a sales-driven AMS that will help agents make more money. QQ Catalyst is frozen in 2012 and wont go anywhere as long as Vertafore owns it. They are not likely to change, adapt, or innovate their product to meet the current needs of agents.