QQCatalyst to HubSpot
Cloud-based insurance agency management system for independent agencies. It holds client and policy records, sales pipeline, marketing tools, commission reporting and documents.
QQCatalyst data can move into HubSpot, landing mainly in Sales Hub. 0 of 8 mapped objects move directly; 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for QQCatalyst
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<5k contacts
CSV import only.
Mid migration
5k-50k contacts
Household model and pipeline mapping.
Large migration
>50k contacts, multiple offices
API extract, documents and a coexisting AMS.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves QQCatalyst: what you need to get in, what lands in HubSpot, and what will not.
REST API (partner-gated)
The integrator must register as a QQ Solutions API partner to get tokens. Each agency must then authorize access to its own Catalyst account.
Choose your route
How will you move the data?
No native connector was found.
- You need: The integrator must register as a QQ Solutions API partner to get tokens. Each agency must then authorize access to its own Catalyst account.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Report or list exports to Excel/CSV from the UI (reported by a third party, not vendor docs)
- Partner API endpoints, including policy info, policy attachments and last-modified lists with paging
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In QQCatalyst
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Customers/Prospects (contacts) | Contacts | partial | Export to CSV, then import. Household grouping has to be rebuilt. |
| Businesses/commercial clients | Companies | partial | Mapped from CSV exports; the field list is not confirmed in docs. |
| Opportunities (sales pipeline) | Deals | partial | QQCatalyst has pipeline tracking; the export path is unverified. |
| Households | Custom objects | manual | Rebuild as associations or a custom object. HubSpot has no native household object. |
| Advisers/producers and referral partners | Contacts | manual | Producer IDs are exposed in the API. Model referral partners as Contacts or Companies with a type property. |
| Notes, tasks, activities | Notes | partial | Tasks and notes exist in QQCatalyst. Bulk export fidelity is unverified. |
| Policies | Custom objects | no | Policy administration stays in specialist systems. Optionally keep a reference-only custom object. |
| Documents/attachments | Files | manual | The API has a policy attachment endpoint. Link only the documents you need. |
What to expect
This is regulated insurance operations data. Per the scope note it stays in specialist systems.
They have to be rebuilt as HubSpot workflows.
HubSpot has no household concept.
Stage definitions are agency-specific.
The API is gated by partner registration.
Attachments are exposed per policy.
Define the data boundary in advance and exclude policy and financial details.
Ask Vertafore support early about partner access or a bulk export.
Dedupe on email and name before import. Keep the QQCatalyst customer ID as a custom property.
Run QQCatalyst alongside HubSpot (partial replacement) and keep the AMS as the system of record for policies.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product and partner-API facts are sourced. Export paths and object mapping to HubSpot rest on a third-party report and category-level knowledge. I found no vendor export documentation or HubSpot connector documentation.
Sources
Related migrations
Frequently asked questions
How do I migrate QQCatalyst to HubSpot?
1. Confirm with Vertafore which export and API options your agency has. 2. Inventory customer, prospect, producer, referral-source and pipeline records. 3. Decide the boundary: policies and commissions stay in QQCatalyst or another specialist system. 4. Create a QQCatalyst customer ID property and a household model in HubSpot.
What does not move from QQCatalyst to HubSpot?
Policy administration, carrier download (IVANS) data and commissions and QQCatalyst workflows and automations. Plan to rebuild or retire these.
How long does a QQCatalyst to HubSpot migration take?
Small (<5k contacts): 2-4 weeks. Mid (5k-50k contacts): 4-8 weeks. Large (>50k contacts, multiple offices): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from QQCatalyst?
The integrator must register as a QQ Solutions API partner to get tokens. Each agency must then authorize access to its own Catalyst account.
What compliance issues apply when moving QQCatalyst data?
Check: Insurance policy data, Possible financial and health information, Possible SSNs and driver's licence numbers and Possible minors on family policies. Agree consent, retention and access rules before exporting.
Moving QQCatalyst into HubSpot?
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