QQCatalyst by Vertafore is an agency management system that helps insurance agents streamline processes with operational, marketing, and sales pipeline management tools. With Formstack Sign’s QQCatalyst integration, you can collect eSignatures on key insurance documents and send completed files directly to your Vertafore account. Signed documents will automatically appear under the Files section of a Contact in QQCatalyst.
With Formstack Sign’s QQCatalyst integration, you can:
- Email or text files for eSignature from your Vertafore account
- Eliminate paperwork and data entry errors from your eSignature process
- Reduce errors and omissions (E&O) exposure by maintaining digital records
- Store all documents and communication in a single system
What You Need
How It Works
Using the QQCatalyst integration is easy!
- Upload your document from QQCatalyst to Formstack Sign. You can also manage eSigning for QQCatalyst within your Formstack Sign account.
- Drag and drop signature and information fields where you need them.
- Send the document for eSigning by entering participant email addresses.
- Once the document has been signed, it will be automatically filed in QQCatalyst.
For additional information on setting up the QQCatalyst eSignatures integration, check out this help article.
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