Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Everstage Reviews & Ratings
    3,550 Ratings
    Company Website
  • IUX Reviews & Ratings
    893 Ratings
    Company Website
  • Level 6 Reviews & Ratings
    36 Ratings
    Company Website
  • Tremendous Reviews & Ratings
    1,778 Ratings
    Company Website
  • QBench Reviews & Ratings
    142 Ratings
    Company Website
  • LIVE Connect Reviews & Ratings
    44 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • CompAccelerator Reviews & Ratings
    29 Ratings
    Company Website
  • Lockbox LIMS Reviews & Ratings
    70 Ratings
    Company Website
  • SiteMinder Reviews & Ratings
    257 Ratings
    Company Website

What is EvolveICM?

EvolveICM acts as the incentive compensation management feature within our SPM software, specifically crafted for insurance carriers. This cutting-edge solution simplifies the commission calculation process, enabling businesses to conserve essential time and resources that would otherwise be dedicated to manual computations. With this module, you can proficiently oversee the performance of your sales channels while automating numerous tasks, establishing incentive programs, and much more. Designed for insurance carriers and agencies managing complex commission structures, including those in health insurance and Medicare, EvolveICM supports core, flat, percentage, or split commission models. Our commissions management software effectively handles these payouts on your behalf, turning what was once a laborious process into a quick and efficient task. In fact, while conventional manual calculations may require several hours, our automated system can perform this in under ten minutes, even for large eight-figure payouts, allowing you to prioritize business growth over tedious calculations. This remarkable efficiency not only enhances productivity but also empowers organizations to allocate their efforts toward strategic initiatives.

What is Equisoft/centralize?

The insurance agency management system we offer integrates various feeds from carriers, medical prerequisites, clients, policies, and other compliance and contracting systems into a single, cohesive platform. Equisoft/centralize stands out as a unified management solution that enhances collaboration among all stakeholders involved in commission distribution and management. Designed by industry experts, the software includes pre-built business processes that are tailored to streamline your operations. Essential reports, such as those detailing policies sold and commission forecasts, deliver valuable insights into your agency's overall performance. Furthermore, Equisoft/centralize facilitates lead monitoring and significantly boosts advisor productivity through efficient tracking mechanisms. The system efficiently handles complex hierarchies necessary for processing payouts and skillfully highlights discrepancies between expected and actual compensation. It supports various commission structures and customized compensation types, ensuring that all data feeds from insurance carriers and medical requirement companies are fully integrated. This comprehensive strategy not only enhances operational efficiency but also strengthens relationships among all participants in the insurance ecosystem, ultimately leading to improved business outcomes. By fostering a collaborative environment, the system helps agencies adapt quickly to market changes and enhance their service offerings.

Media

Media

Integrations Supported

Equisoft/illustrate
Equisoft/manage

Integrations Supported

Equisoft/illustrate
Equisoft/manage

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

EvolveNXT

Date Founded

2012

Company Location

United States

Company Website

evolvenxt.com/product/evolve-icm/

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

equisoft.com

Categories and Features

Categories and Features

Insurance Agency

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

Popular Alternatives

Commissionly Tracker Reviews & Ratings

Commissionly Tracker

Commissionly

Popular Alternatives

Commissionly Tracker Reviews & Ratings

Commissionly Tracker

Commissionly
IMPACT Insure Reviews & Ratings

IMPACT Insure

RiskFree