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What is Evoke?

Evoke acts as a holistic software solution for regulatory licensing, aimed at optimizing the management activities of governmental bodies. It features customizable workflows, intuitive forms, and automated functionalities that significantly boost the efficiency of regulatory operations. As a low-code Software as a Service (SaaS) platform, Evoke supports licensing automation by incorporating personalized business logic, tools for ensuring data accuracy, and real-time reporting features. The platform's adaptability allows it to handle a variety of regulatory functions, including license management, record administration, and public safety inspections, all within a unified framework. By transitioning regulatory processes to a digital format, Evoke drastically reduces the time needed for application processing and eliminates reliance on paper documentation. Additionally, it provides accelerator templates that not only hasten the deployment process but also offer the necessary adaptability to address the specific requirements of diverse agencies. This innovative approach ultimately enables government organizations to modernize their operations and enhance their service delivery to citizens, ensuring a more efficient and responsive regulatory environment. As a result, Evoke plays a crucial role in fostering improved public trust and satisfaction.

What is AgentSync?

AgentSync develops contemporary insurance infrastructure aimed at simplifying complexities and enhancing efficiencies in managing producers and ensuring compliance. By refining your processes for broker onboarding, contracting, licensing, appointing, and compliance, AgentSync’s user-focused design, integrated APIs, automation features, and exceptional customer support help you expand your business, deliver a remarkable experience to producers, and avoid regulatory infractions. The cornerstone of AgentSync’s offerings, Manage, helps to minimize compliance-related expenses and proactively averts regulatory issues. This tool streamlines the often cumbersome administrative tasks involved in confirming that agents possess the necessary appointments and state licenses for selling insurance. Through the automation of these functions, AgentSync significantly alleviates the intricacies associated with the insurance sales process, allowing businesses to operate more smoothly.

Media

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Media

Integrations Supported

Docusign
Salesforce
Varicent
Verified First

Integrations Supported

Docusign
Salesforce
Varicent
Verified First

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

System Automation

Date Founded

1968

Company Location

United States

Company Website

systemautomation.com

Company Facts

Organization Name

AgentSync

Date Founded

2018

Company Location

Denver, Colo.

Company Website

agentsync.io

Categories and Features

Government

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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