eVo

eVo

Evolution Agency Management
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About

Your clients' most important matters deserve meaningful quotes, realistic budgets, and balanced team structures. Innovative pricing, analysis, and matter management, all in one place. Drive improved profitability and a high-quality client experience by balancing client needs with firm expectations and standards. Complex fee arrangements can be modeled to improve profitability and meet client demands while the team structures resources to be optimally leveraged. Achieve better matter-level outcomes by working proactively versus reactively. Tracking actuals vs. budget in real-time, Curo alerts your team to any cost overruns in the matter lifecycle, keeping costs on budget and improving margins by avoiding write-downs. By understanding client needs and managing matter scope, down to the task level, your team can deliver the optimal service for your clients' matters. Integration into billing systems allows client terms and rates to be pulled directly into quotes for accurate estimations.

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. You’ll 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 you’re 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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Legal professionals requiring a solution to drive profitability and improve user experience

Audience

Agencies and brands seeking a solution to improve their operations and processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$200 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fulcrum GT
United States
fulcrumgt.com/solutions/curo

Company Information

Evolution Agency Management
Founded: 2006
United States
www.my-evo.com

Alternatives

Alternatives

Aspire

Aspire

Impowersoft
Eclipse

Eclipse

North American Software Associates
3E MatterSphere

3E MatterSphere

Thomson Reuters
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

No info available.

Integrations

No info available.
Claim Curo Matter Management and update features and information
Claim Curo Matter Management and update features and information
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Claim eVo and update features and information