eVoEvolution Agency Management
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Related Products
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About
AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.
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About
Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. Youโll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If youโre ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses, brands and companies interested in a customer relationship management solution to improve their services
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Audience
Agencies and brands seeking a solution to improve their operations and processes
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$200 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAgencySmart
United States
agencysmart.com/software/
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Company InformationEvolution Agency Management
Founded: 2006
United States
www.my-evo.com
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Not Supported
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Integrations
Evergreen
Not Supported
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