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
API Access
Has API
Integrations
ProspectBoss
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management