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What is eVo?

Evolution is intentionally designed for agents, providing an economical solution for their needs. No matter what products your clientele is interested in, having an advanced agency management system is crucial for the smooth operation of your business. Featuring a comprehensive client application that allows for quoting, claims processing, and payment options, your clients can easily manage their policies whenever and wherever they choose. eVo differentiates itself as an extensive and cost-effective agency management system, boasting a multitude of state-of-the-art functionalities. If you are ready to improve your management skills with eVo, or if you require further details, please do not hesitate to contact us. We prioritize your satisfaction, especially during these trying times, and we are here to respond to any questions you might have. Feel free to reach out to us with any queries or concerns. Additionally, the system incorporates a secure hierarchical framework, effortless integration with DocuSign, compatibility with Microsoft Outlook, a client mobile app, and in-platform messaging features to enhance communication. These components work together to form a robust tool aimed at boosting your agency's operational efficiency and client happiness, ultimately leading to long-term success.

What is Agentero?

Independent insurance agents utilize Agentero to boost their income, manage their time more effectively, and deliver an outstanding customer experience. Our platform integrates smoothly with your current technology, aiming to modernize your processes and guide you toward substantial growth. This comprehensive solution grants you the authority to shape your agency's future. Upgrade your agency with features like a predictive pipeline, smart workflows, and a customized app that meets your specific needs. We are dedicated to pioneering advancements for independent agencies, creating innovative solutions while ensuring your technological resources operate at peak performance. The predictive pipeline transforms your existing data into actionable insights, helping you identify cross-sell, up-sell, and other opportunities exactly when they arise. With our intelligent workflows, you can enhance efficiency by using a sophisticated set of client interaction tools that simplify communication, automate repetitive tasks, and reduce busywork, enabling you to concentrate on the core aspects of your business. By adopting Agentero, you not only prepare your agency for survival but also empower it to flourish in a competitive landscape, ensuring long-term success and sustainability. Consequently, your agency can adapt quickly to market changes while maintaining high levels of customer satisfaction.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$200 per month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
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

Evolution Agency Management

Date Founded

2006

Company Location

United States

Company Website

www.my-evo.com

Company Facts

Organization Name

Agentero

Date Founded

2017

Company Location

United States

Company Website

www.agentero.com

Categories and Features

Insurance Agency

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

Categories and Features

Insurance Agency

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

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