Lead Management

EvolveNXT provides producer-facing CRM capabilities through the Evolve Producer Portal, giving producers a single place to manage leads and day-to-day selling activity without needing a full standalone CRM. The portal supports CRM functions that help producers stay organized, document outreach, and track progress through the sales process.

For organizations that want more than basic CRM, EvolveNXT also offers optional lead distribution and lead management capabilities—supporting configurable routing logic, campaign integration, analytics, and operational controls to improve lead conversion and sales performance.

Key Features

Smart, Configurable Lead Distribution

Automatically route leads to the right producers using configurable distribution logic that can be adjusted anytime to match evolving business needs.

Seamless Lead Capture from Any Source

Easily import leads, create them manually, or allow brokers to self-generate leads directly within the portal—ensuring no opportunity is missed.

Automated Lead Progression & Dispositioning

Streamline lead follow-up with in-platform dispositioning and optional automation rules that update lead statuses based on business-defined workflows.

Campaign-to-Conversion Visibility

Connect leads directly to campaign management and unlock performance insights—track conversion rates, identify top channels, and optimize sales strategy.

End-to-End Engagement & Compliance Enablement

Enhance outreach with integrated lead events, automatic lead merging, detailed reporting and notes, activity history, call vendor integrations, and built-in permission-to-contact tracking with expiration management.

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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.