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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 RenewalCompass?

RenewalCompass is a dedicated policy renewal system crafted specifically for independent insurance agencies with a team size of one to ten producers. It effectively connects the traditional methods of using spreadsheets with advanced agency management systems, offering agents and their teams a cohesive, risk-assessed summary of all policies due for renewal in their portfolios. Every policy due for renewal undergoes automatic assessment based on factors such as premium size, remaining days until expiration, and recent engagement levels. This systematic evaluation helps in quickly identifying high-risk accounts, allowing producers to focus their daily efforts without needing to recreate a prioritization list each time. The renewal process is segmented into five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, allowing for seamless transitions between these phases with just one click, along with a complete history of interactions for each account. This collaborative framework ensures that the team can operate from a unified platform, minimizing the risk of oversights during a producer's absence or during peak times for the agency, which significantly boosts overall efficiency. Additionally, this organized approach promotes enhanced communication and teamwork, which ultimately contributes to higher policy retention rates and stronger client relationships.

Media

Media

Integrations Supported

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations Supported

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

API Availability

Has API

API Availability

Has API

Pricing Information

$200 per month
Free Trial Offered?
Free Version

Pricing Information

$59/month/2 users
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

Regency Software LLC

Date Founded

2016

Company Location

United States

Company Website

renewalcompass.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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