Sales Execution Support

In today’s dynamic market, optimizing sales execution is crucial for staying ahead of the competition. Our comprehensive suite of sales execution support modules is designed to empower organizations to streamline their sales processes and enhance customer engagement.

Featuring advanced tools including Broker Assisted Web Enrollment, Member Self-Enrollment, Lead Management System, HRA Management, Scope of Appointment Management, and Campaign Management, our integrated solutions offer seamless, efficient, and effective management of every sales touchpoint.

Whether you are looking to improve lead conversion, automate critical tasks, or deliver personalized customer experiences, our modules provide the robust support you need to drive success and maximize results.

Sales Execution Support Modules

Broker Assisted Web Enrollment
The EvolveBAE Module is a CMS-approved web enrollment form for electronic submission of enrollment applications for Medicare Advantage plans
Member Self-Enrollment
EvolveMSE is a CMS web enrollment form for beneficiaries to enroll themselves in a Medicare Advantage plan via the health plan’s website.
Lead Management System
EvolveLMS offers advanced capabilities for processing, managing, and distributing leads to your sales channels, along with detailed analytical insights into lead conversion rates and overall sales performance.
HRA Management
EvolveHRA provides health plans with a simple, reliable, and compliant way to compensate brokers who complete an approved Health Risk Assessment for recently enrolled health plan members, leading to higher completion rates and more engaged members.
Scope of Appointment Management
EvolveSOA offers a robust and integrated scope of appointment solution. Seamlessly connecting web enrollment with in-person and remote appointments while storing all e-signatures and information in a central repository for later audit.
Campaign Management
EvolveCM enables health plans to monitor, develop, oversee, and report on various campaigns. These campaigns can be categorized based on the health plan’s requirements, encompassing a range of campaign types like direct mail, print or web ads, email marketing, and other promotional activities.
No More Missed Opportunities

A Solution to Improve Sales Performance

As leaders in the industry for more than a decade, we understand the importance of prioritizing leads and tracking progress.

  • Effectively prioritize leads as they come in.
  • Automatically assign leads to the right salesperson whether by performance or region.
  • Coordinate and plan your sales follow up so that opportunities don’t get missed.

Unique Features of Our Custom Solution

Simple & Easy To Use
Our solution requires less effort of your sales team and streamlines the experience.

Accessible Across Devices
From the office to the road, our software is accessible wherever you are.

Inbound and Outbound Communication
Our platforms offers Integrated Voice over IP, Text and Email messaging.

Effective Lead Distribution
Automatically assign leads based on proximity (geo-location API), performance metrics, or custom-defined logic.

Lead Efficiency
Define lead re-assignment parameters. Move expiring leads from inactive agents to top-performers.

Intelligent Workflows
Integrate your tasks with your calendar.

Measure Lead Conversion
Create and export reports to gain valuable insight on the performance of your sales campaigns.

Integrate with EvolveEnroll
Once a lead has converted to a client, the system will automatically generate a web application.


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.