Focus on Growing Your Membership

EvolveNXT’s Agency Solution

EvolveNXT helps agencies reduce the time and effort spent managing the day-to-day administration of their sales channel—especially agent onboarding, readiness, and ongoing support. By automating key workflows and centralizing agent data, agencies can spend less time on manual coordination and more time driving production.

Our Agency Solution supports complex commission structures and tiered incentive programs, enabling agencies to set clear goals, track performance, and reward downlines with confidence. With a unified platform designed for the realities of insurance distribution, EvolveNXT strengthens agency-to-agent relationships and gives agencies the tools they need to scale their channel and grow membership.

EvolveICM

EvolveICM for agencies is a core incentive compensation solution, purpose-built to automate agency commission calculations across complex compensation structures. Instead of spending hours on manual calculations and reconciliations, agencies can configure compensation rules once and run high-volume commission processing quickly and consistently.

With a configurable rules engine, EvolveICM delivers accurate, audit-ready results in minutes—even for large payment cycles, while improving transparency for producers and reducing operational burden for back-office teams.

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EvolveProducer

EvolveProducer supports producer lifecycle administration by managing and auditing key workflows across the sales channel. It includes integration support for third-party systems and enables producer self-service, allowing agents to securely upload, maintain, and update their profile information, sales data, and credentials within the platform.

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EvolveLeads

EvolveLeads streamlines lead intake, management, and distribution across your sales channels. Leads can be prioritized and routed to the right broker using configurable rules, while producers can track lead status, manage follow-ups, and improve conversion through consistent workflows and visibility.

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EvolvePortal

EvolvePortal is the centralized access point for your sales channel. It brings EvolveNXT’s modules together in one unified experience, giving producers and agency users a single place to manage their business. Key capabilities include sales incentive notifications, targeted communications, book of business visibility, commission statements, and self-service account management.

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EvolveDocs

EvolveDocs is a secure document management module for storing and organizing key business files. Administrators can assign role-based access permissions to ensure the right users can view and manage the right documents, supporting confidentiality and compliance.

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See Evolve’s solutions in action and learn how our purpose-built platform helps carriers drive performance, simplify operations, and scale growth.