Products

Comprehensive Sales Channel Execution Solutions
For All Lines of Business And All Sales Channels

Broker Compensation and Sales Performance Management Software

Insurance producers and agencies face an ever-growing demand for better performance and increased sales. Sales performance management (SPM) software helps increase sales and profits while decreasing cost, and is recognized in the insurance industry as a crucial solution in a competitive market.

EvolveNXT offers a suite of software solutions that was built specifically for health insurance providers, but can be used for any provider/broker commissions centered business.

Our software solution targets key areas of sales channel management to improve your operational efficiency and boost your bottom line.

Commissions Payments Modules

Incentive Compensation Management
Over 50 US health plans trust EvolveNXT to calculate complex commission payments accurately, pay them on schedule, and always CMS compliant. Brokers and agencies can access top quality reports through the Evolve Portal: detailed commission statements, book of business, application status, payment history, end of year tax documents, performance analytics and much more.
Evolve PAY
Collects and maintains the banking information of your broker channel securely through the portal and directly integrates with your bank to transmit ACH and paper check transactions, including response files and error corrections, as well as generating end of year 1099 report.
Self Service Hierarchy Change System
Allows brokers to request hierarchy changes in their EvolveNXT portal. Self service system manages the lifecycle of requests and executes hierarchy changes without manual support of health plan administrations.
Evolve PDB
Evolve PDB seamlessly links with NIPR, facilitating efficient management of Broker Producer Database (PDB) records for your sales brokers. It grants instant access to crucial broker information, including licenses and appointment records, all centrally managed through NIPR. This vital PDB data supports the management of broker sales eligibility and ensures compliant compensation practices.

EvolveNXT Products for Health Plans and Agencies

Incentive Compensation Management
The core component of our software that automates and manages your commissions computation processes, supporting all lines of business while staying compliant with Centers for Medicare and Medicaid Services (CMS) regulations.

Producer Portal and Notification System
The access point for producers to utilize EvolveNXT’s sales channel management and execution products like web enrollment, lead management and many more.

Web Enrollment Solutions
A digital enrollment application process that is simpler for sales agents
and increases enrollment approval rate.

Training Management
A centralized producer learning platform providing all required producer trainings in one platform.

Producer Onboarding Management
Fully integrated onboarding and contracting solution for external and internal sales brokers and agencies. Automate ready-to-sell certification with EvolveOB’s streamlined workflows

Lead Management System
Rank, assign and track your leads from their initial interest to the closed sale.

SPM Software for Insurance Companies

Our compensation management software was built for complex health plans to better manage their sales and commissions. Now loved by many health insurance carriers, it is a great solution for all insurance companies:

  • Commission Payment Calculation: With flexible rule options, our software can calculate complex commissions payments faster in an automated, accurate process.
  • Data Management: EvolveNXT software will manage your extensive amount of data, including documents and reports.
  • Compliant with Regulations: Our solutions are compliant and will help ensure that your company avoids CMS sanctions.
  • Reduce Full-Time Equivalent (FTE) Employees: The capabilities of our software allow you to decrease FTEs to save costs.
  • Broker Management: Our solution makes broker management more simple with features like the self-service producer portal.
  • Automated Workflows: Save time and resources by automating redundant processes.

Request a Demo Today

For over 10 years, EvolveNXT has worked in the health care industry. We are dedicated to helping all insurance carriers improve their processes. Contact us today to learn more about our insurance incentive compensation management software through a software demo that will give you an inside look into how our solutions can help improve your profits.