AMS360 vs QQCatalyst

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Our analysts compared AMS360 vs QQCatalyst based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

AMS360 Software Tool
QQCatalyst Software Tool

Product Basics

AMS360 provides organizations with a single solution to manage customers, finances and complex commercial lines from submission to certification. Its reporting and analytics modules automate daily processes like data entry, documentation and incident notification. It streamlines workflow management, drives operational efficiency and improves customer experience, renewals and retentions. Integrated accounting modules monitor financial data in real-time for anomalies.

Users can incorporate agency and carrier workflows to increase data accuracy and reduce time spent on finances. Its extensive library of APIs allows users to integrate third-party applications or create new ones easily. It increases consumer engagement with active and meaningful communication, managing emails, campaigns and agency reputation. Artificial intelligence generates predictive models to convey the correct information at the right time.
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QQCatalyst is a comprehensive software solution designed to streamline insurance agency management. It excels in automating tasks such as client management, policy tracking, and document storage, making it an ideal choice for small to mid-sized insurance agencies seeking efficiency and organization. The software's intuitive interface and robust features, including customer relationship management (CRM), reporting, and workflow automation, significantly enhance operational productivity.

Users appreciate QQCatalyst for its ease of use and the ability to customize workflows to fit specific agency needs. The software's cloud-based nature ensures accessibility from any location, which is particularly beneficial for agencies with remote or mobile staff. Additionally, QQCatalyst offers integration capabilities with various third-party applications, further extending its functionality.

While specific pricing details are not readily available, potential users are encouraged to contact SelectHub for a tailored pricing quote. This approach ensures that agencies receive a solution that aligns with their unique requirements and budget constraints.

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$99/User, Monthly
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$129/User, Monthly
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Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Simplified Navigation: Walk users through various steps of business processes and minimize errors and omissions with the QuickNavs tool. 
  • Direct Connection to Carriers: Get real-time access to carriers and MGAs with TransactNOW integration. 
  • Improved Retention: Always keep track of renewals, rate increases and deadlines with directed notifications. 
  • Multifaceted Use: Customize the platform to make it compatible with various types of coverage, including home and auto insurance, term life insurance, health insurance, and more.  
  • Flexible Security: Adapt to a changing risk landscape with customizable security options. 
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  • Improved Efficiency: Automate routine tasks such as policy renewals and client communications, freeing up time for more strategic activities.
  • Enhanced Client Management: Centralize client information, making it easier to access and update client records, leading to better customer service.
  • Streamlined Workflows: Customize workflows to match your agency's processes, ensuring consistency and reducing the risk of errors.
  • Data-Driven Decisions: Utilize built-in reporting tools to analyze performance metrics, helping you make informed business decisions.
  • Regulatory Compliance: Keep up with industry regulations through automated compliance checks, reducing the risk of non-compliance penalties.
  • Scalability: Easily scale the software to accommodate business growth without significant additional investment in new systems.
  • Enhanced Communication: Integrate with email and SMS systems to ensure timely and effective communication with clients and team members.
  • Cost Savings: Reduce operational costs by minimizing manual data entry and administrative tasks, allowing for better allocation of resources.
  • Improved Accuracy: Minimize human errors through automated data entry and validation processes, ensuring data integrity.
  • Better Client Retention: Use CRM features to track client interactions and follow up on leads, improving client satisfaction and retention rates.
  • Remote Accessibility: Access the system from anywhere with an internet connection, enabling remote work and flexibility for your team.
  • Integration Capabilities: Seamlessly integrate with other software systems such as accounting and document management tools, creating a unified tech ecosystem.
  • Customizable Dashboards: Tailor dashboards to display the most relevant information for your role, enhancing productivity and focus.
  • Task Management: Assign and track tasks within the system, ensuring accountability and timely completion of important activities.
  • Client Self-Service Portal: Offer clients a self-service portal to access their policy information and documents, improving their experience and reducing your workload.
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  • Workflow Management: Implement standard, customizable workflows for onboarding, governance, navigation, task assignment, document automation, Corporate Social Responsibility (CSR) and client outreach. Use purpose-built form and policy templates to process and review applications faster. Automatically generate commercial property and casualty (P&C) proposals and consolidate all carrier information under a single interface. 
  • Agency Management: Seamless import and export schedules into the agency’s calendar with automated addition, deletion and existing data synchronization. Compare past and current policies side by side. Mass distribute certificates in accordance with individual client preferences. 
    • Agency Home: Get a real-time feed of information, obligations and tasks directly in the dashboard. 
    • Declaration Page View: The declaration page view integrates coverages, endorsements and client history information into a single page for improved visibility. 
  • Client Management: Organize renewal requests according to date ranges and assign tasks to available producers, managers and agents. Track submissions, and issue updates and alerts for unpaid bills, premium changes, expired policies and more. Filter potential and existing clients based on area, age, line of business and coverage. Link related customers to map out customer relationships. 
    • Campaigns: Prepare target lists featuring prospects and cross-sell opportunities. Set up marketing strategies based on touchpoints such as emails, meetings, phone calls and letters. 
    • Document Distribution: Set up document distribution schedules for specific scenarios like renewals and policy expirations. 
    • Communication: Access all client communication from a single interface to better understand the person behind the interaction. 
  • Mobile App: Get instantaneous on-the-go access to carrier data, policy information and rate quotes with the mobile application. 
  • Document Management: Securely store all documents in a central repository. Search for specific documents using data fields. 
  • Reporting: Run reports on business health, productivity, financial state and more. Use reporting templates with built-in filtering and viewing options or customize existing ones. Schedule upcoming reports and deliver results to related administrators for agile business decisions. Estimate the agency’s growth and revenue based on acquisitions. 
  • Integrations: Access over 200 APIs through the developer portal. Log in to multiple products with the Vertafore Single Sign-On (VSSO) tool. Partner with Vertafore’s in-house solutions for increased scalability. 
  • Risk Management: Implement automated workflows to eliminate the risk of errors and omissions (E&O). Restrict access to sensitive information with internal controls. Protect personally identifiable information and audit logs with multi-factor authentication, role-based permissions and user groups. 
  • Operations and Accounting: Keep the agency’s finances updated with real-time insurance accounting. Convert spreadsheets in Excel binary file formats to Acord AL3. Directly download carrier statements and auto-populate consistent data in direct bill entry statements (DBES). 
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  • Client Management: Comprehensive client profiles with detailed information, including policy details, contact information, and communication history.
  • Document Management: Centralized storage for all documents, allowing easy access and organization of files such as policy documents, claims forms, and correspondence.
  • Policy Tracking: Real-time tracking of policy statuses, renewals, and expirations to ensure timely follow-ups and renewals.
  • Automated Workflows: Customizable workflows to automate routine tasks, such as sending renewal reminders and follow-up emails, improving efficiency and reducing manual work.
  • Reporting and Analytics: Robust reporting tools that provide insights into agency performance, client demographics, and policy trends, helping to make data-driven decisions.
  • Integration Capabilities: Seamless integration with various third-party applications, including accounting software, email marketing tools, and insurance carriers, to streamline operations.
  • Mobile Access: Mobile-friendly interface that allows agents to access client information, manage policies, and perform tasks on-the-go using smartphones and tablets.
  • Task Management: Built-in task management system to assign, track, and prioritize tasks, ensuring nothing falls through the cracks.
  • Communication Tools: Integrated email and SMS capabilities for direct communication with clients, including automated messaging for reminders and updates.
  • Security Features: Advanced security measures, including data encryption and user access controls, to protect sensitive client information and ensure compliance with industry regulations.
  • Customizable Dashboards: Personalized dashboards that provide a snapshot of key metrics and tasks, allowing agents to stay organized and focused on priorities.
  • Claims Management: Efficient claims processing with tools to track claim statuses, document interactions, and communicate with clients and carriers.
  • Training and Support: Comprehensive training resources and responsive customer support to help users maximize the software's capabilities and resolve any issues promptly.
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Product Ranking

#3

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Insurance Software

#12

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Insurance Software

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User Sentiment Summary

Good User Sentiment 120 reviews
Fair User Sentiment 37 reviews
74%
of users recommend this product

AMS360 has a 'good' User Satisfaction Rating of 74% when considering 120 user reviews from 3 recognized software review sites.

68%
of users recommend this product

QQCatalyst has a 'fair' User Satisfaction Rating of 68% when considering 37 user reviews from 1 recognized software review sites.

3.9 (64)
n/a
3.5 (53)
3.4 (37)
3.2 (3)
n/a

Synopsis of User Ratings and Reviews

Robust Reporting: AMS360 is praised for its strong reporting features, allowing agencies to analyze business data effectively.
Vertafore Integration: Users appreciate the seamless integration with other Vertafore products, creating a unified system.
Streamlined Operations: AMS360 helps agencies improve efficiency by automating workflows and centralizing key processes.
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Ease of Use: QQCatalyst is praised for its user-friendly interface, which allows for quick setup and use without extensive training. Many agents have reported being able to navigate the system and learn new features quickly.
Sales Focus: The platform is designed to support the entire client lifecycle, from prospecting to policy renewal, making it a comprehensive tool for managing client relationships and driving sales.
Comprehensive Feature Set: Users appreciate the wide array of features offered by QQCatalyst, covering operational, marketing, and sales aspects of running an insurance agency.
Note-Taking and Client Tracking: QQCatalyst enables users to make notes within the system and track client interactions, which helps in maintaining a detailed history of client communication.
Document Management: The platform allows for easy uploading and storage of client documents, ensuring important information is readily accessible.
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Steep Learning Curve: AMS360 can be difficult to learn, especially for new users who are not familiar with agency management systems.
System Slowdowns: Some users report experiencing occasional slowdowns with AMS360, which can be frustrating and impact productivity.
Unintuitive User Interface: The user interface is not considered intuitive by some users, making it difficult to find the information they need quickly and easily. For example, extracting accurate reports can be a challenge.
Inconsistent Data Updates: Some users report inconsistencies with data updates, such as changes to insured names reverting back to previous entries, especially with policy renewals. This can cause problems with certificates and other forms that require accurate information.
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Limited Marketing Features: While QQCatalyst offers basic marketing functionalities, users have reported that its capabilities in this area are somewhat lacking and could benefit from further development.
Inability to Fill Multiple ACORD Forms Simultaneously: Users have indicated that QQCatalyst does not allow for the simultaneous completion of multiple ACORD forms, which can be a time-consuming limitation for agencies that frequently handle these documents.
Email Functionality Could Be Enhanced: Some users have expressed that the email functionality within QQCatalyst could be improved, suggesting that enhancements in this area would streamline communication processes.
Lack of Invoicing Feature: QQCatalyst does not currently offer a built-in invoicing feature, requiring agencies to use external solutions or manual methods for invoice generation and management.
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How do users rate AMS360, is it the agency management system that takes the cake? AMS360, Vertafore's agency management software, generally garners positive feedback for its thorough features. Users particularly value its robust reporting capabilities, which provide exactly the data they need without any guesswork, and its seamless integration with other Vertafore products, creating a unified ecosystem. This integration is critical for agencies already invested in the Vertafore suite, as it streamlines workflows and data sharing. However, some users point out a steep learning curve, occasional system slowdowns, and a desire for more intuitive user interfaces, indicating that while powerful, AMS360 might not be the most user-friendly for new or non-technical users. A notable strength is its comprehensive documentation and policy tracking, which is essential for managing client information effectively. Conversely, a weakness is the system reverting to default account information even after policy-specific updates, leading to inconsistencies in documents like certificates. This highlights a potential area for improvement in future updates. Overall, AMS360 emerges as a robust solution best suited for insurance agencies, particularly those familiar with Vertafore products, who prioritize functionality, comprehensive reporting, and reliable support over ease of use and cutting-edge user interface design.

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Can QQCatalyst catalyze your insurance agency's success? Recent user reviews suggest that it might, particularly for smaller agencies. Users consistently praise QQCatalyst for its user-friendliness and intuitive design. Many highlight the speed at which they were able to learn the system and navigate its features, even without prior experience with similar software. For example, one user described the platform as "easy to navigate and store files," appreciating the straightforward process of managing documents. This ease of use makes it a strong contender against more complex systems that may require extensive training. However, some users express that while QQCatalyst excels in its simplicity, it may lack the robust functionality of some competitors. One review pointed out that the software, while "good and promising," could benefit from a more comprehensive integration of features. This suggests that larger agencies with more complex needs might find the platform somewhat limiting. Overall, QQCatalyst emerges as a valuable tool for small, independent insurance agencies or those seeking a user-friendly system to streamline their operations. Its intuitive interface and focus on core features allow agents to quickly adapt and manage client relationships effectively. While it may not be as feature-rich as some competitors, its simplicity is a significant advantage for agencies prioritizing ease of use and quick implementation.

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