Master Multitasking At Your Insurance Agency1. Master Multitasking
Learn how the QQ Catalyst “Stack”
helps maximize your efficiency.
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600
2. Let’s be frank: multitasking within most insurance
agency management systems is difficult.
For the most part, users want to be able to open
multiple windows within the system to handle all their
tasks. Multiple windows can be cumbersome, and a
potential source of errors.
We’ve come up with a better way.
Multitasking
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600
4. Multiple windows may allow an agent to work with multiple
clients/polices, but it creates a confusing, cluttered desktop.
Even worse, that kind of clutter can hurt more than just your
productivity, it can cause very serious errors.
If a user enters data in one window that was meant for a
different client, it could become a costly error.
Multiple Windows
=
Multiple Problems
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600
5. Think about it.
The key to multitasking is managing interrupted
workflows caused by calls from clients, emails, etc.
That is the problem the Catalyst Stack solves. It allows
users to handle frequent interruptions and manage
many tasks – all at once.
Juggling Interruptions
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600
6. Let’s say you start adding a new customer when you are
interrupted by a call from a current customer who wants to renew
their policy.
Simply click the Stack button (blue arrow on the Dock) to save
your work-in-process. Then, locate the caller’s policy record and
process their renewal.
When the call ends, you just click on the Stack folder, select the
customer you were working on, and voila! You are back to your
work-in-progress exactly where you left off.
How Does The Stack Work?
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600
7. The Stack doesn’t give you multiple windows.
The Stack gives you fast and error-free access to
multiple clients, policies and workflows.
But, if you really like having multiple tabs or windows,
Catalyst supports that, too.
In Other Words …
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600
8. Our users love the Stack. It’s a fact! And they don’t hold
any praise back:
“…you guys are really going to kill (the competition) with
the Stack…” – Former AMS360 user.
The competition just doesn’t stack up. See for yourself:
Request a product demo.
The Stack is No Joke
© 2013 QQ Solutions, Inc. All rights reserved.
QQSolutions.com | 800.940.6600
9. About QQ Solutions
QQ Solutions is one of the largest providers of agency management
systems nationwide.
-More than 4,500 insurance agency customers
-More than 20,000 users
-Now in our 25th year of 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
10. 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 latest in agency management systems,
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
11. 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