EvolveLeads is a feature within our EvolveNXT broker portal that allows producers to manage sales leads from initial interest to closed sale. As an insurance carrier, offering your agencies and brokers this feature can be extremely valuable to increase sales.
With EvolveLeads, you can assign leads based on proximity (geo-location API), performance metrics, or custom-defined logic. From there, dispositions requiring follow-up actions automatically create events for the producers in an integrated calendar.
To learn more about this feature, or how EvolveNXT software suite can accelerate your sales channels, contact us for a software demonstration.
Our comprehensive lead management features provide the sales team with an easy to use platform and intuitive design that reduces training time and boosts overall adoption rates.
As leaders in the industry for more than a decade, we understand the importance of prioritizing leads and tracking progress.
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.
Define lead re-assignment parameters. Move expiring leads from inactive agents to top-performers.
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.
Learn more about how to optimize your sales process so that your team can focus on converting opportunities to closed revenue.