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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Eclipse provides independent insurance agencies with powerful features that fit their budgetary needs seamlessly. This platform is perfect for managing data and achieving sales objectives efficiently. It eliminates the hassle of searching for client information and resolving issues with third-party accounting systems. With Eclipse, agencies can streamline numerous manual tasks, allowing agents to focus more on engaging with both existing and potential clients. The Eclipse Agency Management System utilizes a straightforward per-user pricing structure. This pricing approach ensures that agencies have a transparent understanding of their software costs, giving them the ability to manage their budget effectively. As your agency expands and you bring in additional agents, these new hires will simply count as new users within the system. Furthermore, if your agency expands to new locations or takes over other agencies, Eclipse's Multi-Agency feature enables seamless scalability to accommodate your growing business needs. Ultimately, Eclipse empowers agencies to adapt and thrive in a competitive market.

Description

Evolution is crafted specifically for agents, making it a cost-effective solution. Regardless of what products your clients seek, an innovative agency management system is essential to efficiently manage your business operations. With a robust client application that features quoting, claims, and payment capabilities, your clients can conveniently access their policies anytime and anywhere they wish. eVo stands out as a thorough and budget-friendly agency management system, equipped with an array of cutting-edge features. If you're prepared to enhance your management capabilities with eVo, or if you would like additional information, please reach out to us. Your satisfaction remains our utmost priority during these challenging times, and we are available to address any inquiries you may have. Don't hesitate to get in touch with us regarding any concerns. The system also includes a secured hierarchical structure, seamless integration with DocuSign, compatibility with Microsoft Outlook, a mobile app for clients, and in-platform texting features to streamline communication. These elements combine to create a powerful tool designed to elevate your agency's efficiency and client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BullseyeCoverage Yes 
Dash Yes 

Integrations

BullseyeCoverage No 
Dash No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$200 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

North American Software Associates

Founded

1982

Country

United States

Website

www.nasasoft.com

Vendor Details

Company Name

Evolution Agency Management

Founded

2006

Country

United States

Website

www.my-evo.com

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

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