This feature needs to be enabled by your Success Rep, so if you don’t see your Levitate activities pushing to your Contacts in QQCatalyst, just let them know and they can turn on this setting for you! Personal and Commercial Nested Contactsįor Personal lines contacts, Levitate does not pull in Additional Contacts (nested / relationship contacts) from QQCatalyst.Ĭommercial lines contacts in QQCatalyst tend to represent companies and they have nested “Business Contacts” that represent individual people. These will be found in the Contacts section in QQCatalyst. *Contacts sync daily!* What do we push to QQCatalyst?Įmails sent through Levitate (via the Web UI or email plugins), notes, and text messages will automatically push back to QQCatalyst.
We also push activities from Levitate (notes, emails, texts) into QQCatalyst so you have seamless recordkeeping between the two systems! What do we pull in? We also do quite a bit of filtering and enhancement to help keep emails authentic (Nicknames replace first names, deceased clients are automatically removed, etc). Contact information includes first and last name, phone number, email address, preferred physical address, company name and title, etc. Data syncs daily, keeping the data evergreen. Levitate will automatically pull contacts, key facts, and tags from QQCatalyst for each connected user. The QQCatalyst integration is available to any Insurance customer with a paid Business or Business Plus, Silver or Gold account. With this integration, customers are also able to trigger new client automations and see up to date policy tags at a glance Who is this available to? By building an integration directly with QQCatalyst, we’ll simplify the process for our mutual customers, allowing them to pull their data in themselves and never have to worry about updating their lists. Register for API access today to see sample integrations and try it out yourself.Levitate + QQCatalyst Why did we build this?īefore the integration, we’d rely on exports of customer data to be imported into Levitate to build our lists of contacts to keep in touch with. QQ Solutions wants to simplify the toolset by incorporating the management system with third party apps and workflows. Insurance agencies use a host of digital tools on a daily base to streamline business. For more information, visit the API site. Whether a developer needs customer information, carrier information, location data, or other QQ Catalyst features chances are the API will handle the request. Most of the QQ Catalyst features remain available via the API. The API can return calls in an XML or JSON data format.
#Qq catalyst full
Along with full Documentation, QQ Solutions has provided an API Sandbox and Developer Portal so potential users can experiment and test the API’s full potential. QQ Solutions believes its API strategy will increase this base by involving the developer community. Already, over 270 insurance agencies use QQ Catalyst to automate their operations. QQ Solutions launched QQ Catalyst earlier this year. Our intent is to build an ecosystem around Catalyst through our development partners that will greatly expand the range of solutions available to insurance agencies."
#Qq catalyst software
With Catalyst’s service oriented architecture, combined with its robust and extensive REST API, we believe independent software developers and third-party application providers will flock to our Platform to provide enhanced products to their insurance agency customers. "QQ Solutions is on the forefront of trend.
QQ Solutions COO, Michael Stebel, commented: The QQ Catalyst API allows developers to integrate QQ Catalyst with third party apps. QQ Catalyst assists insurance agencies with customer acquisition and retention, ease of use, mobile management, and industry compliancy. QQ Solutions, insurance agency management systems provider, has launched an API for its cloud-based management system: QQ Catalyst.
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