How does Sonant integrate with QQCatalyst?

Sonant connects to QQCatalyst through API-based data exchange. You connect your accounts, and Sonant can then pull client records and policy data during calls and push structured notes, tasks, and interaction logs back into QQCatalyst after conversations.

QQCatalyst is Vertafore’s cloud-based agency management system built for small to mid-size insurance agencies. It combines client management, policy tracking, Smartflow automations, sales pipeline tools, and marketing capabilities in one browser-based platform accessible from anywhere.

What data flows between Sonant and QQCatalyst?

Sonant pulls client records, policy details, and account information from QQCatalyst during live calls. After calls, it pushes call notes, task records, and interaction logs back. Tasks are structured by outcome—quote requests, service tasks, claims routing, follow-ups.

Does Sonant work with QQCatalyst’s Smartflows?

Sonant complements QQCatalyst’s Smartflow automations. Sonant handles the phone calls that generate tasks and data, and pushes outcomes into QQCatalyst where your Smartflows can take over for cross-selling, onboarding, renewal processing, and other automated workflows.

Does Sonant replace QQCatalyst?

No. QQCatalyst remains your system of record. Sonant adds an AI phone layer that connects via API—handling calls and writing outcomes back into your AMS. Your team continues working in QQCatalyst as they always have.

Sonant + QQCatalyst Integration: AI Call Handling for Your Cloud AMS

Q: Is the Sonant + QQCatalyst integration secure?

Yes. Sonant is SOC 2 Type II certified with GDPR compliance. All API-based data exchange with QQCatalyst is encrypted. Full conversational records are maintained for E&O compliance documentation.

What Is QQCatalyst?

QQCatalyst is Vertafore’s cloud-based agency management system designed for small to mid-size independent insurance agencies. Built as a modern, browser-based AMS, QQCatalyst combines client management, policy tracking, workflow automation, and marketing tools in one platform—accessible from anywhere with an internet connection.

Key QQCatalyst capabilities include:

Smartflows — Built-in automation workflows for cross-selling, customer onboarding, renewal processing, and more—with an Agency Intelligence Dashboard to track performance of each flow
Salesroom Insight — Sales pipeline management with visibility into renewals, rewrites, and new business by close date, plus team comparison by close ratio and average deal size
Client and Policy Management — View customer information at a glance, input notes, set up tasks, save files, and generate policy summaries or proposals in a few steps
Cloud-Based Access — Manage your agency data from anywhere with secure cloud storage and document management
Marketing Tools — Customizable letter and email templates for person-to-person or distribution list marketing campaigns
Ecosystem Integrations — Two-way data integration with AgencyZoom and PL Rating for sales automation and quoting

QQCatalyst is particularly popular with agencies that want a modern, cloud-first AMS without the complexity of enterprise-scale systems.

How Sonant Connects to QQCatalyst

Sonant integrates with QQCatalyst through API connectivity, connecting your accounts to enable two-way data exchange. During calls, Sonant pulls client and policy information from QQCatalyst. After calls, Sonant pushes structured outcomes back into the system.

The data exchange includes:

Pull: Sonant reads client records, policy details, and account information from QQCatalyst during live calls to identify callers and deliver context-aware service
Push: Sonant writes call notes, interaction logs, and task records back into QQCatalyst after conversations
Task Creation: Call outcomes translate into tasks within QQCatalyst—quote requests, service tasks, claims routing, follow-ups

What This Means for Your Agency

Connecting Sonant with QQCatalyst gives your agency measurable advantages across daily operations.

24/7 AI Call Handling

Sonant answers every call immediately with P&C-trained AI. Quote requests, policy inquiries, claims routing, and appointment scheduling—handled around the clock with multilingual support. No hold times, no missed calls.

Caller Identification via QQCatalyst Data

During calls, Sonant accesses your QQCatalyst data to identify callers and pull relevant policy context. Callers receive personalized service based on their actual account information.

Structured Outcomes Back in QQCatalyst

Every call generates structured notes and tasks pushed into QQCatalyst. Your team opens the system and finds documented calls, created tasks, and queued follow-ups—ready to work without manual data entry.

Complements QQCatalyst’s Smartflows

QQCatalyst’s Smartflows automate internal workflows like cross-selling and onboarding. Sonant adds the phone layer—handling the calls that trigger those workflows and routing outcomes into QQCatalyst where your automations take over.

Warm Transfers with Context

When a caller needs a human, Sonant transfers with full conversation context. Your staff picks up where the AI left off.

Security and Compliance

Sonant operates on a SOC 2 Type II certified foundation. All API-based data exchange with QQCatalyst is encrypted. Full conversational records are maintained for E&O compliance. GDPR compliant.

Ready to Connect Sonant to QQCatalyst?

If your agency runs on QQCatalyst, Sonant adds an AI phone layer that exchanges data with your cloud-based AMS. See how 24/7 call handling works for your team.

Book a Demo for QQCatalyst Agencies →

Sonant continuously expands and improves its integrations. While we do our best to keep this page current, some details may not reflect the latest updates as integrations are an ongoing effort. For the most up-to-date integration specifics, contact our team.

Sonant + QQCatalyst: AI Call Handling for Your Cloud-Based AMS