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
Evolve PAY
Self Service Hierarchy Change System
Evolve PDB

Contracting & Certification

Integrated Background Check
Producer Portal & Notification Management
Appointment Management

Broker Services

Training Management (includes AHIP)
Centralized OEC Processing
Ticketing and Sales Support Management
Target Member Outreach
Marketing Material Order Management
Document Management

Sales Execution Support

Broker Assisted Web Enrollment
Member Self-Enrollment
Lead Management System
HRA Management
Scope of Appointment Management
Campaign Management

EvolveNXT for Agencies

Agent Onboarding Solution

A streamlined workflow that simplifies data collection, banking details, sales hierarchy setup, document review and signing, background checks, and compliance training.

Agency License Solution

Revolutionizing agent licensing through seamless NIPR integration, automating the entire process from establishing resident licenses to managing non-resident licenses and renewals.


Carrier Ready-To-Sell System

Automate the collection of ready-to-sell (RTS) reports for every agent by seamlessly ingesting reports from all carriers an agency represents.

Commissions Management

Simplifies enrollment and carrier statement data aggregation within our industry leading calculation
engine used by 50+ health plans.


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

Keep up with the increasing demand for performance and increased sales. Contact our customer support team to learn more about our suite of software solutions built for health insurance providers and provider/broker business.

Register for our Webinar | May 22nd at 2PM
Sales Strategy In The New Regulated Environment