![]() Read our previous coverage of Rocket Referrals: “ Rocket Referrals announced as 7th StartupCity Des Moines resident“Ĭredits : Torey Maerz photo by Megan Bannister. Although the integration with QQ Solutions marks the technical public launch of Rocket Referrals, Maerz says he and his brother are planning a larger launch over the next few weeks. All policy data and ID cards sync regularly with Insurance Agent App from QQ Catalyst Policy coverages, limits & deductible data are immediately displayed in. In August, Rocket Referrals became a resident at StartupCity Des Moines. ![]() Maerz co-founded the company with his brother Carl and began working on the startup full-time in late February. “These are ideal clients for us because the integration will bring a new client on and functioning in Rocket Referrals in under five minutes while a normal setup can take three to five days.” “It’s a great thing for Rocket Referrals because we have access to a huge set of potential customers that have direct integration with an existing product they are using today,” Maerz (right) said. The collaboration will allow the Des Moines startup to help service the full database of agencies using QQ Solutions’ system. Rocket Referrals is a cloud-based software company that allows insurance agents to automate their referral program and will integrate with QQ Solutions through its agency management system, QQ Catalyst. With our SLA-backed online Data Hosting Services, comprehensive commissions, scanning, marketing and reporting functions, now you can focus more effectively on growing your book. Now, with the QQ Catalyst integration, people using their products have exactly that.” QQ Evolution by QQ Solutions is the new, powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs. ![]() It’s always been our goal to give people a hands-off automated referral strategy. “Our product is all about automation, and although there are quick and easy ways to import data it still requires a touch every week,” co-founder and CEO Torey Maerz told Silicon Prairie News. “So we proactively reached out to a number of management systems about integrating our products in hopes that we can reduce the data entry requirements for our joint customers. A revolutionary cloud-based insurance agency management software, QQCatalyst by Vertafore, provides leading-edge management tools for operations, marketing. So all prospects will flow directly into BA.Yesterday Des Moines startup Rocket Referrals announced a partnership with QQ Solutions-one of the nation’s largest providers of management systems for independent insurance agencies-which also marks the official public launch of the startup’s product. Generally speaking, BA becomes your sales tool. Link your account and well add contacts directly from your management system. Once you have your client data in Better Agency, that's generally the last import our users have to do! However, there are some instances, depending on how you're using Better Agency, where you might want to import on a monthly, or quarterly basis: QQ Catalyst is a revolutionary cloud-based insurance agency management system. Using QQ and Better Agency On an On-going Basis csv to import to Better Agency)įrom here, you can follow the instructions on how to import into Better Agency You can find our recommendation on fields here: Get started with your QQ Catalyst Integration today. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business. Once you run a custom report, you can select the fields you need QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. However, what you can do, is run a custom report: Policy data (effective date, term length, policy, carrier, premium, commission) Unfortunately, QQ does not have a default report, that gives the data that we recommend importin into Better Agency, including:īasic contact info (name, email, phone, address) * PLEASE NOTE** We have experts on our team that can help you if you have any questions, please just reach out to our support team! This article will show you exactly what you need to do to upload your data, successfully from your QQCatalyst AMS, and how the majority of our users are using QQ in conjunction with Better Agency. QQCatalyst + Better Agency Everything you need to know about using QQCatalyst and Better Agency
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