eVo Overview

eVo is an innovative insurance agency software designed to streamline the management of insurance policies and enhance client engagement. This comprehensive platform provides tools for tracking policy details, managing claims, and facilitating communication with clients. With features such as automated notifications, customizable reports, and detailed analytics, eVo enhances operational efficiency and promotes transparency in insurance management. The user-friendly interface allows staff to easily access client information and collaborate effectively. Additionally, eVo integrates seamlessly with existing insurance management systems, creating a cohesive environment for policy administration. By optimizing insurance management processes, eVo empowers agencies to improve service delivery, reduce operational costs, and ensure compliance with industry regulations.

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Contact Details

  • Vendor Name Evolution Agency Management
  • Founded 2006
  • Location United States

Support

    NA


Training

  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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eVo Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

eVo Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$200 Per User

eVo FAQs

eVo is an innovative insurance agency software designed to streamline the management of insurance policies and enhance client engagement. This comprehensive platform provides tools for tracking policy details, managing claims, and facilitating communication with clients. With features such as automated notifications, customizable reports, and detailed analytics, eVo enhances operational efficiency and promotes transparency in insurance management. The user-friendly interface allows staff to easily access client information and collaborate effectively. Additionally, eVo integrates seamlessly with existing insurance management systems, creating a cohesive environment for policy administration. By optimizing insurance management processes, eVo empowers agencies to improve service delivery, reduce operational costs, and ensure compliance with industry regulations.

  • No, eVo does not offer a free version.

  • Yes, eVo offers a free trial.

  • No, Credit Card details are not required for the eVo trial.

  • eVo offers the following pricing plans & packages:

    Basic

    $200 Per User

  • eVo supports the following payment frequencies:

    • Monthly Subscription

  • No, eVo does not offer an API.

  • eVo offers training with the following options:
    • Live Online , Documentation

  • eVo supports the following languages:
    • English

  • Following are the typical users of the eVo:
    • Self-Employed , Small-Business , Midsize-Business

  • eVo supports the following deployment:
    • Cloud Hosted

  • eVo supports the following devices and operating systems:
    • Web-Based