Automating around QQ Catalyst.
For a small agency, another tool has to earn its place by taking work off the day.
What QQ Catalyst is
QQCatalyst is Vertafore's cloud-based agency management system for independent agencies. It organizes client and policy information, tasks, automated emails, sales activity, and reports, and connects with PL Rating. A useful first Relay task starts with the information your team can provide and finishes with an output they can use in that existing workflow.
How Relay fits
For a small agency, another tool has to earn its place by taking work off the day. Keep QQCatalyst for the client record and internal process. Start Relay with one familiar application, quote, or document question.
Bring the documents that job needs, review the result, and save the finished work through your usual process. This is a focused preparation workflow, not a promise that Relay synchronizes your QQCatalyst account.
The workflows, side by side
Answer a document question
The job today
A client call sends someone searching through policy pages.
What to try with Relay
Ask a specific question about the documents you provide, then check the supporting wording before answering.
Prepare a form
The job today
The same name, address, and coverage details need to be entered again.
What to try with Relay
Use the source packet to prepare an editable draft in the confirmed form workflow. Review and download it.
Explain quote options
The job today
The producer still needs to assemble the comparison after rates return.
What to try with Relay
Prepare an editable proposal from reviewed carrier documents and your recommendation.
Common questions
Does Relay replace QQCatalyst smartflows?
Keep the internal workflows that already help your team. Evaluate Relay for a specific document or supported browser task around that process.
Is there a native QQCatalyst integration?
This page describes work from supplied documents and configured carrier tasks. It does not promise automatic QQCatalyst import, synchronization, or write-back.
Does our whole team need to start at once?
Begin with one person and a repeatable task. Save a useful request and review checklist before inviting more people into the workflow.
How do we know it is worth another tool?
Count the effort to finish the task, including corrections and filing. The result should reduce work without requiring a full redo in the existing process.
Source notes
Sources checked 2026-09-05. Product details can change.
QQ Catalyst is a product of Vertafore. Relay is not affiliated with or endorsed by Vertafore.
Part of the works alongside directory. Updated 2026-07-11. See how we source content.
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