eVo

eVo

Designed for agents, eVo offers a cost-effective agency management system that simplifies business operations. With features like a powerful client app for quoting, claims, and payments, and seamless integrations such as DocuSign and Microsoft Outlook, it empowers clients to manage their policies anytime, anywhere, enhancing service efficiency and accessibility.

Top eVo Alternatives

1

Automated Group Benefits

Automated Group Benefits (AGB) revolutionizes the General Agency (GA) landscape by offering a sophisticated business automation system tailored for the Employee Benefits Industry.

2

NextAgency for Health & Life Insurance

Designed for health and life insurance agencies, this management system streamlines operations with integrated CRM, marketing, and commission tracking tools.

3

Athenium Analytics

Athenium Analytics specializes in delivering actionable meteorological insights and damageability risk assessments tailored for the insurance industry.

4

AgentExpress

Designed for modern brokers, this platform offers seamless quick quoting, straightforward enrollment, and efficient client management.

5

Apizeal

Apizeal is an innovative insurance agency software designed to streamline operations for independent agencies.

6

SimpleInspire

Designed for the evolving insurance landscape, SimpleInspire offers an integrated platform that enhances operational efficiency by seamlessly managing the entire policy lifecycle.

7

Agency Advantage

Users can easily create an account or log in via social media to access resources...

8

GreenWave

It enables businesses to validate and pay commissions quickly, identify unprofitable areas, and enhance agent...

9

InsuraSphere

Its integrated policy form management system and customizable workflows, along with user-friendly portals, empower agents...

10

OneLink

It streamlines payment processing, generates real-time reports, and employs ForcedLead technology for timely contact opportunities...

11

Veruna

It streamlines sales processes, enhances client engagement with a mobile-friendly interface, and automates workflows...

12

Xanatek

With unlimited training and support, it empowers users to maximize value, ensuring they can efficiently...

13

Proformex

By unifying multi-carrier information, it enhances client relationships and drives growth...

14

ForeSight

It enables quick, compliant, and customized illustrations across multiple lines of business, empowering sales teams...

15

TL LeadManager

Designed to streamline the management of Medicare Supplement, Long Term Care, Final Expense, and Annuity...

Top eVo Features

  • Client policy access anytime
  • Quoting and payment options
  • Claims management tools
  • User-friendly interface
  • Customizable dashboards
  • Multi-product support
  • Hierarchical user permissions
  • Secure document storage
  • DocuSign electronic signatures
  • Microsoft Outlook integration
  • In-platform messaging system
  • Comprehensive reporting features
  • Automated reminders and notifications
  • Data analytics and insights
  • Cloud-based accessibility
  • Mobile-compatible client app
  • Seamless onboarding process
  • Customer support resources
  • Training and tutorial materials
  • Affordable pricing model