QQ Evolution is available in four packages to suit your needs and budget:
Lite, Bronze, Silver and Gold.
Features |
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Gold |
Silver |
Bronze |
Lite |
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This feature rich package includes the "Silver" package plus
office messaging, a calendar, and much more! |
Includes the "Bronze" package plus the ability to automate
your agency with Downloads and much more! |
Includes the "Lite" package plus Imaging. Scan documents directly to
your clients' records. |
Manage clients and policies as well as numerous ACORD forms,
reports and much more! |
| 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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| Advanced agency and producer commissions management |
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| Dashboard |
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| Link client accounts |
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| Support for MGA/Broker |
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| Online account management |
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| Policies and clients-of-interest |
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| Interoperability with QQ WebRater, QuickQuote & other raters |
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| X-date tracking |
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| 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 |
| Detailed claims processing & tracking, including scanning and
attaching images and documents to client records |
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No |
No |
| Carrier downloads |
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No |
No |
| Real-time Inquiry |
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No |
No |
| QQ Evolution Assistant—Adds Calendar, To-Do List and
Inter/Intra-Office Messaging |
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No |
No |
No |
| Scheduled reporting |
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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 |
| Pricing |
As Low As
$175/Month |
As Low As
$142/Month |
As Low As
$99/Month |
As Low As
$73/Month |
Specifications
Advanced Reporting
Schedule report
to run automatically at a set time. When the report runs it can be saved to your
computer and emailed also.
QQ Evolution Assistant
Always know
what you have scheduled with a calendar, interoffice messenger, and To-Do list.
Send messages to other users in your office even those located at a different
address.
Claims Section
An extensive Claims section keeps track of
all information pertaining to a claim including attached photos.
Link Client Feature
Link clients with multiple policies,
such as personal and commercial, for easier access.
X-Date Tracking
Set X-Dates on insured and also on
additional contacts. This is a great tool for marketing.
DashBoard
The Dashboard provides easy access to important
information at a glance. Customize the dashboard to suit your preferences.
MGA Broker
Enter MGA/Brokers and set
up commission structures for each. Links insurance companies to multiple
MGA/Brokers.
Comparative Rater Support
Seamless integration with
QQ WebRater,
QuickQuote and others. Transfer quotes from
QQ WebRater & QuickQuote directly into QQ Evolution,
eliminating the need to re-enter client info.
Multiple Agency Commissions Structures
Flexible commission
structures can be established for each insurance company. Base commission on
Rules, Tiers, or per coverage for the LOB
Additional Client Information
Add multiple contacts,
addresses, employees, and employers on any individual client record.
Training & Support
Unlimited access to webinar based
training. Telephone and online support are also available.
Minimum Requirements
Windows XP SP2 or higher (32 bit only), Vista
(32 or 64 bit), Windows 7 (32 or 64 bit), 1 GB RAM, 1 GB free disk
space, Broadband, 1024x768 screen resolution.