QQ Catalyst's Custom Dashboard

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The Agency Dashboard of the Future Unmatched in design, the QQ Catalyst Dashboard is changing agency management systems forever. © 2013 QQ Solutions, Inc. All rights reserved. QQSolutions.com | 800.940.6600

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Unmatched in design, QQ Catalyst's custom Dashboard is changing agency management systems forever.

Transcript of QQ Catalyst's Custom Dashboard

Page 1: QQ Catalyst's Custom Dashboard

The Agency Dashboard

of the Future

Unmatched in design, the QQ Catalyst Dashboard is

changing agency management systems forever.

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Page 2: QQ Catalyst's Custom Dashboard

Catalyst Dashboard

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Page 3: QQ Catalyst's Custom Dashboard

The Dashboard’s Design

The most significant difference between QQ Catalyst and other agency management systems is the interface. Specifically, the Dashboard. No other agency management system has anything like it.

The Dashboard is to insurance agents what a control room is to a General. It places all of your data and other tools right at your fingertips.

The Dashboard was designed to show your agency at a glance – and it’s intuitive to use.

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Page 4: QQ Catalyst's Custom Dashboard

Catalyst’s Dashboard gets its power from its library of easy-to-use widgets.

Catalyst’s widgets present important information about the agency’s clients, activities, and more. You can drag-and-drop them to position them as you wish, configure them, expand them, or remove them with a simple click.

You can customize your Dashboard to fit your unique work style!

All Thanks to Widgets

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Page 5: QQ Catalyst's Custom Dashboard

Widgets are categorized into four types: data, graphical, social media, and utility.

• Data widgets give you tabular information about your agency at a glance, such as upcoming X-dates and pending endorsements.

• Graphical widgets give you a graphical presentation of your data – such as policies sorted by business type.

• Utility widgets provide useful functions and tools like data consumption, clocks, interactive mapping and more.

• Social media widgets provide users access to their Facebook, Twitter and LinkedIn feeds.

Widget Categories

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Page 6: QQ Catalyst's Custom Dashboard

Widget Library

• Cross Selling

• Expiring Policies

• Important Notes

• Intents To Cancel

• Pending Endorsements

• Tasks

• X-Dates

• Active Policies

• Contact Breakdown

• Source Of Business

• Total Active Premium

• Dashboard Video

• Search

• Facebook

• LinkedIn

• Twitter

• Analog Time

• Dashboard Filters

• Data Consumption

• Digital Time

• Guided Workflow

• Map

QQ Catalyst’s Widget Library Includes:

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Page 7: QQ Catalyst's Custom Dashboard

• In the future, the already incredible Dashboard will increase

functionality and usability.

• Make your insurance agency a part of that future today!

The Future is Now

© 2013 QQ Solutions, Inc. All rights reserved.

QQSolutions.com | 800.940.6600

Page 8: QQ Catalyst's Custom Dashboard

About QQ Solutions

QQ Solutions is one of the largest providers of insurance agency

management systems nationwide.

- More than 4,600 insurance agency customers

- More than 22,000 users

- 25 years in business

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

Page 9: QQ Catalyst's Custom Dashboard

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 revolutionary agency management

system, 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

Page 10: QQ Catalyst's Custom Dashboard

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