Our modular platform provides end-to-end support for distribution management optimization and modernization. Modularity allows our carrier clients to target specific areas of need without a full system replacement, delivering faster time to value and a pathway to simplified ongoing modernization

Key Capabilities

Fully configurable onboarding support, including direct, API-based and delegated onboarding.

Out of the box integration with NIPR, background vendors, e-signature solutions and other carrier tools.

Comprehensive incentive compensation capabilities supported by our advanced rules-engine and standard and carrier-defined calculation formulas.

Supports commission, advances/chargebacks, bonus and total rewards for internal and external distribution

Complete producer management capabilities including demographics, compliance profiles, hierarchies, book-of-business, performance metrics and scorecards.

Producer portal functioning as a single-entry point to our suite of producer facing tools including

Enablement and learning management
Book of business management
Hierarchy Management
Lead Management
CRM
Marketing materials and carrier content
Policyholder outreach

Producer notification through configurable messaging delivered directly to the Producer Portal

Integrated reporting, analytics and dashboards

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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.

Solutions