QQCatalyst Management Services
Get the highest quality of QQCatalyst management services and increase your efficiency by outsourcing your requirements to Flatworld as low as $8/hour
A revolutionary cloud-based insurance agency management software, QQCatalyst by Vertafore, provides leading-edge management tools for operations, marketing, and sales needs of agencies. Its visually engaging and easy-to-use interface aids businesses in vitalizing customer relationships and better management at all operational levels. Efficient QQCatalyst management requires expertise and extensive training in the field along with a general understanding of insurance management systems. It is highly advisable for companies looking to integrate QQCatalyst to hire experts for its management.
Flatworld Solutions has been in the field of insurance agency management for years now, and we keep ourselves updated with the latest technologies and systems. We keep on adding to our robust team of professionals and hire qualified, trained, and seasoned personnel with varied software specializations, including QQCatalyst management. If you are looking to implement QQCatalyst, let us help you manage it and yield miraculous business growth using this cutting-edge web-based software system.
QQCatalyst Management Services We Offer
We offer a wide range of QQCatalyst management services to our clients -
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QQCatalyst Setup
- Setting up email
- Creating user/login ID
- Setting-up permissions and toolbars
- Username dropdown menu
- Additional tool upgrades
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Clients and Policies Management
- Integrating QQConnect
- Dragging, dropping, and tagging of files
- Creating policy proposals
- Associating ACORD to policy and adding a signature to ACORD
- Creating endorsements
- Adding certificate holders
- Policy summaries
- Issuing of policies and other actions
- Client communication via messaging
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QQCatalyst Billing and Payments Handling
- Raising invoices and receipts
- Direct billing
- Finance defaults handling
- Seeking finance permissions
- Third-party financing
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Creating QQCatalyst Reports
- Creating custom reports
- Category listing
- Data sources workflow management
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Carrier and Commissions Management Services
- Setting up IVANs account, location, and multi-office
- Downloading import modes
- Assigning CSR
- Processing direct bill commissions
- Enlisting carrier commission rules
- Creating commission reports
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QQCatalyst Marketing Solutions
- Creating letter templates
- Building image and template libraries
- Enabling quick send
- Overseeing bulk emailing/printing
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QuickBooks Integration Services
We offer additional services of integrating QuickBooks with QQCatalyst, setting up global preferences, and processing the status of sync.
Insurance Software we use
Our software compatibility is a major reason why so many insurance agencies partner with us. We understand that you might already be moving towards process automation and we ensure we work with your existing systems to provide a comprehensive solution. Our software proficiency covers the following -
Our QQCatalyst Management Process
01
Understanding the requirements of the clients is the first step towards efficient QQCatalyst management.
02
Assigning the QQCatalyst specialists headed by a Project Leader.
03
The user/login ID is setup or transferred to the assigned team to gather information.
04
The dedicated team devises a plan-of-action as per the client's needs which are sent for their approval.
05
After the client's approval, the team executes the POA. At all levels, the Project Leader oversees the activities and administers periodic quality checks.
06
The services are validated and verified by the client and any modifications, upgradations, etc., are implemented until the client is fully satisfied.
07
Regular or Periodic QQCatalyst management services as desired by the client are provided.
08
Our work analysis report is shared, and the data is transferred to the clients using our secure servers.
Other Services You Can Benefit From
Why Outsource QQCatalyst Management Services to Flatworld?
Flatworld Solutions is a trusted QQCatalyst management service providing company in the market. Our USP is our swiftness to adapt and gain expertise in the latest technologies available in the market for insurance agency management. Choosing us as your QQCatalyst management service provider comes with many benefits -
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One of our core strengths is our fee structure. Our highly affordable rates for top-notch quality services that we provide, adds to our overall appeal to large, medium, and small businesses alike.
Quality Services by Qualified and well-trained QQCatalyst Experts
When you hire us for QQCatalyst management, you are choosing experts in the field to do your job. We have a team of highly specialized QQCatalyst professionals, and they make sure that you fully realize the power of QQCatalyst to take your business to new heights.
Modern Infrastructure and Tech Support
Our development centers are always in the best shape, equipped with state-of-the-art infrastructure facilities and access to advanced technologies.
Global Offices
We have offices around the world. You can always reach out to us anywhere, anytime, and get round-the-clock services.
Scalability
Our competence, abundance of resources, and highly advanced technology infrastructure give us the power to scale our operations and handle volume work without compromising on the timelines or quality of services.
Fastest Turnaround Times
We are quick in what we do and take deadlines seriously, thus, ensuring seamless and timely delivery.
Standardized Operations
We are an ISO-certified company and fully comply with the relevant country and industry guidelines, making us one of the most reliable outsourcing companies in the world.
Assured Data Confidentiality
We take rigorous measures to ensure complete data security for our clients at all levels.
Client Success Stories
Flatworld Solutions Provided Insurance Services for US-based Insurance Agency
Flatworld Solutions provided support to manage an insurance database to a US client. Additionally, we assisted in the management of insurance accounts and AR functions.
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Flatworld Solutions Provided Policy Checking Services for a US-based Insurance Service Provider
Flatworld Solutions helped in speeding up the process for a US client with policy checking services. The services were provided at cost-effective rates in quick TAT.
Read more
Outsource QQCatalyst Management to Flatworld Solutions
Loaded with progressive capabilities to make everyday agency tasks easier and error-free, QQCatalyst is certainly a blessing for the insurance businesses. Flatworld Solutions is the right partner for your business to truly achieve the astounding benefits of this cloud-based system. With a team of QQCatalyst experts and our rich experience in the field of insurance management software systems, we can help grow the potential of your business considerably.
Try it for yourself. Get in touch with us now for more information on our QQCatalyst management services.
800-514-7456
