AI tools that work with QQCatalyst
Gaya
QuotingBrowser extension that autofills client data into carrier portals, AMS, ACORD forms and PDFs.
Applied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backHawkSoft · writes backInsuredMine
MarketingInsurance CRM with pipeline management, drip campaigns, call logging, cross-sell predictions and an after-hours voice agent.
Momentum (NowCerts) · writes backHawkSoft · writes backAMS360 · confirmedApplied Epic · confirmedQQCatalyst · confirmedSagitta · confirmedZywave · listedLightspeed
AI receptionist & phoneCloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.
HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listedReFocus AI
Retention & cross-sellPredictive retention analytics that flag policies likely to cancel and deliver a prioritized renewal list.
AMS360 · confirmedHawkSoft · confirmedApplied Epic · confirmedEZLynx · confirmedQQCatalyst · confirmedAgencyZoom · confirmedSembley
Intake & formsCompletes ACORDs and supplements with an intake that auto-populates data from prior documents and third parties.
QQCatalyst · confirmedAMS360 · confirmedEZLynx · confirmedHawkSoft · confirmedMomentum (NowCerts) · listedSonant
AI receptionist & phoneAI receptionist for inbound calls: routine service, quote intake, routing, and notes written back to agency systems.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedQQCatalyst · confirmedEZLynx · confirmedMomentum (NowCerts) · confirmedApplied Systems · listed