Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EvolveICM serves as the incentive compensation management component of our SPM software, specifically designed for insurance carriers. This innovative solution streamlines the commission calculation process, allowing companies to save valuable time and resources that would otherwise be spent on manual calculations. By utilizing this module, you can effectively manage the performance of your sales channels while automating various tasks, implementing incentive programs, and much more. Tailored for insurance carriers and agencies that deal with intricate commission structures, such as those found in health insurance and Medicare, EvolveICM accommodates core, flat, percentage, or split commission models. Our commissions management software efficiently calculates these payouts on your behalf, transforming what used to be a time-intensive process into a swift operation. In fact, while traditional manual calculations could take several hours, our automated system accomplishes this in under ten minutes, even for substantial eight-figure payouts, ensuring that you can focus on growing your business instead of getting bogged down in calculations.
Description
An entirely FREE CRM solution designed specifically for professionals in the insurance and financial sectors. Streamline your workflows to conserve both time and financial resources. Experience the power of immediate communication through mobile and social media channels. Enhance your communication effectiveness like never before. Enjoy a steady lead flow from various sources without the concern of where your next prospect will originate. Access to top commissions is available from more than 500 carriers across life & health as well as property & casualty lines. Utilize our software at your convenience, without the need for contracts. This platform empowers you to focus on growing your business without unnecessary barriers.
API Access
Has API
No
API Access
Has API
No
Integrations
ProspectBoss
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
EvolveNXT
Founded
2012
Country
United States
Website
evolvenxt.com/product/evolve-icm/
Vendor Details
Company Name
RetireCo
Founded
2009
Country
United States
Website
agent.retireco.com/professionals
Product Features
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No