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

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

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

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.

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

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

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

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

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

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

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

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