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Solutions

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.