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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

To effectively navigate the ongoing digital transformation, prioritizing people is essential. Embracing change involves rethinking how organizations can facilitate connections among their employees in a more straightforward and impactful manner. This approach emphasizes collaboration, active listening, empathy, and co-creation as the pillars of genuine digital re-evolution. It is imperative to modernize all aspects of business management and fundamentally transform operational processes. By efficiently overseeing business opportunities, companies can leverage technology to forge more meaningful relationships with their clients. Implementing fully cloud-based solutions enables accessibility from any location and device, providing the flexibility businesses need. You can start with just the essential user base today and scale up without limitations as your needs grow. We are committed to supporting your journey towards development. The control and confidence you require are vital for safely operating your business while maintaining maximum flexibility and security. Whether you seek to adopt our proven management practices or wish to create tailored processes and integrations, our dedicated team is available to assist you every step of the way, ensuring your success in this digital landscape.

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

No details available.

Integrations

No details available.

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 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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 No 

Types of Training

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

Vendor Details

Company Name

Finnegans

Country

Argentina

Website

www.finneg.com/mx/site/soluciones/erp/

Vendor Details

Company Name

Evolution Agency Management

Founded

2006

Country

United States

Website

www.my-evo.com

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

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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