EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.
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QQCatalyst
Score 4.5 out of 10
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QQCatalyst is an insurance agency management platform described by the vendor QQSolutions as easy to learn and use, with internal CRM and marketing automation.
Is user friendly but is a little pricey for a small agency. We use it for most of our operations. But is easy for new users to learn. Could update some of their training modules but compared to other programs they do offer more than some and is being updated routinely
I used NowCerts and also HawkSoft. QQCatalyst is just easier to navigate, process changes, send certificates of insurance and just get policy information. HawkSoft is a good system but their niche is personal lines. I can create Premium Finance Companies and MGA's with QQCatalyst and NowCerts, not with HawkSoft. QQCatalyst and NowCerts are 100% cloud based. If you have a lot of personal lines clients, then QQCatalyst is not a good option. QQCatalyst needs to update the Acord 25 form in their system so we can actually use all the spaces provided by the Acord company; right now we cant enter information for insurance company "F" anywhere using QQCatalyst.
Very user friendly software and they continue to improve it. We choose it as its "insurance centric" and most features are great. Training is good but some could be updated as they make changes. Would like to see some additional user options added for some tracking capabilities. But it works well for our agency
While QQ Evolution was a very good agency management platform its time was coming to an end because of the lack of portability. Which is one of the reasons why we made the switch over to EZLynx. The other issue with QQ Evolution was the massive amount of time needed to do end of the month commissions. EZLynx has solved this problem with their much simpler and easier to use commission interface.
When I started looking at management systems I first looked at AMS360 since it's the Cadillac of management systems. However, it's a hefty upfront investment and the monthly is steep for a start-up agency. At that time EZlynx just had their rater platform however when they came out with the management platform a year or so later we strongly considered making the switch. EZlynx is an excellent management system but given the price to transfer data from one platform to the other we decided not to proceed. Lastly HawkSoft has gone through quite a few changes over the year and though they've really beefed up the backend I'm still not a fan of the user interface. All three systems are excellent options, really boils down to preference and affordability which is why we went with QQCatalyst as it fit the bill across the board.
