Features |
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Gold |
Silver |
Bronze |
Lite |
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| Client, prospect and policy management |
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| ACORD® forms |
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| Mailroom for sending letters, e-mail and faxing |
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| Memos, reminders and important notes |
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| Multiple office support |
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| Online training materials |
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| Policy and details screens |
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| Rolodex |
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| Self-Help (Includes knowledgebase lookup and e-mail support) |
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| Standard and custom reports |
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| Telephone support |
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| Secure Online Data Hosting with backups and SLA |
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| Interoperability with QuickQuote and other raters |
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| Interoperability with QQ WebRater |
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No |
| Advanced agency and producer commissions management |
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|
No |
| Dashboard |
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No |
| Link client accounts |
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No |
| Support for MGA/Broker |
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No |
| Online account management |
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No |
| Policies and clients-of-interest |
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No |
| X-date tracking |
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No |
| Scanning & Imaging, including direct scanning to client’s
records & batch scanning into the program & attaching of images and documents to
client records |
|
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No |
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| Detailed claims processing & tracking, including scanning and
attaching images and documents to client records |
|
|
No |
No |
No |
| Carrier downloads |
|
|
No |
No |
Based on Subscription |
| Real-time Inquiry |
|
|
No |
No |
Based on Subscription |
| QQ Evolution Assistant—Adds Calendar, To-Do List and
Inter/Intra-Office Messaging |
|
No |
No |
No |
No |
| Scheduled reporting |
|
No |
No |
No |
No |
| Number of concurrent users (first 3 users included in base
subscription) |
Based on Subscription |
Based on Subscription |
Based on Subscription |
Based on Subscription |
Based on Subscription |
| Pricing |
As Low As
$175/Month |
As Low As
$142/Month |
As Low As
$99/Month |
As Low As
$73/Month |
As Low As
$99/Month |