Still needs work, but is a good choice
Use Cases and Deployment Scope
We use QQCatalyst to maintain client information, policies, forms and save documents.
Pros
- Excellent user interface
- Easy-to-read information
- Provides good overview of the agency's active book
Cons
- Actually listen to users and really take suggestions in how to improve
- Use policy information from other existing policies or lines of insurance
- Allow the system to be customized by the user, to suit the user's needs
Most Important Features
- Client Maintenance
- Ease of Use
- Cloudbased
Return on Investment
- It has helped maintain easy access to our clients information
Alternatives Considered
HawkSoft
