good experience with this Agency Platform

love the flexibility and the chat feature for customer service

they are pricier than others but this platform is more user friendly

This has really increased productivity in the office. The reports can be adjusted to whatever you need to be testing and measuring to help focus on the details.

I love how easily it integrates with my email and phone systems. When a client calls in, our phone system recognizes the phone number and pops up a new tab with the client information. It's SO nice!!

Sometimes getting through to customer service can be difficult, as we had some issues with pricing agreement.

I regret my decision to sign up for Vertafore products, but I am too deep into it after spending over $10,000 within my 1st year for PLR, QQ and Agency zoom. Still looking for alternatives which may fit my commercial agency needs and will switch in a heartbeat when I find them. The management’s focus on customer satisfaction or customer service is extremely low. The integration with 3rd party programs is limited especially is it a competing product that vertafore offers. Example is their commercial rater which is worthless and because of that they do not allow integrations with established commercial lines raters in the market.

Good integration between QQ and Agency Zoom but be ready to spend an additional $3,000 - $6,000 by paying 3rd party vendors if you really want to understand the automation and spend days in understanding, editing, and customizing the automation steps to your agency needs. The sales team will promise you the world but that’s where it ends.

Too expensive for what you get. They make you pay for their program/s and services the day you sign the contract, but the implementation can take them 4 - 6 weeks. Meaning they are swindling you by charging for 4-6 weeks without you being able to use the system. The support staff is not cross trained to help you with QQ and Agency Zoom. Be ready for frustration and a lot of time wasted to get a resolution to your problems. They continue to sell the PL rater for personal lines, but it is useless for CA and some other states where the personal lines markets are tough and there are not many carriers available. There is no understanding or exceptions they make if you get a product that is worthless as they will make you pay for it for the entire length of the contract. The company does not give enough notice to their users when they make any upgrades or changes to the system. All these always result in problems and the hold times to speak to someone in support could be up to an hour and you'd be lucky to find someone who can actually resolve the issues with just 1 call. Submitting tickets via the support portal is a total waste of time since there may be no response at all, or it may come days/weeks later.

Overall, my collogues and I use it and it serves its purpose well. We always dread having to train new employees because it is so complicated.

I like that functionality of this software, it can do everything you want it to as long as you know how to use it.

This is a very hard program to learn. My first year of using it was very rough because it has a very antiquated feel to it. But once you start learning the shortcuts, it does everything you need it to do.

Keeping track of customers, policies, forms, etc are very easy with QQ by Vertafore.

The QQ Catalyst agency management system from Vertafore certainly helps keep track of customers, policies, and all related forms and paperwork.

Downloads can be tricky with this system. Once they get going it works well but sometimes getting started can be frustrating.