As an insurance agent, you have options for pricing insurance for your customers.
You can spend valuable time web rating one carrier at a time,(or worse, only rating one carrier).
You can struggle with complex pricing tools and different systems for each carrier,
or you can use one consistant, reliable sales tool, Evolution™.
Here are reasons for you to consider using us as your Business Partner to help manage, increase, and retain your personal lines business.
We want to make sure you win against your competition.
Evolution™ is designed to make you money, not cost you money.
For a small annual investment you will sell more, save staff time, your time, and write more business.
A couple of new auto polices a year will pay for our service.
Since our founding in 1982 we have always tried to differentiate ourselves from other rating companies.
A more personal touch along with extra features others do not or cannot provide are a couple of these differences.
One of the basic tenents of our philosophy is the recognition that we do not use our products.
YOU, our clients use them.
Therefore every recommendation from our clients to improve our products are given top priority.
We make every effort to implement them all. Have a good idea? Share it with us.
Use our Suggestion Box, or give us a call.
Let us work on it for you.
All of the best methods and features came from interaction with insurance agencies like yours.
This is YOUR program. We want to make sure it meets or exceeds your expectations.
Our clients wanted greater assurance of accuracy.
In response, we are moving to 100% real-time rating where the carrier computes all the rates.
We have a better way of presenting you real-time rates.
With Evolution™ you get a detailed price quote with rates broken down for each coverage, as well as pay plans, multipolicy discounts, and any other detail they are willing to send.
By being very flexible in the way we can sent or receive data from the carrier we have simplified the process for the carrier to send us this level of detail.
Most rating companies nationally only want the total returned to display.
Some even continue to program the rates themselves and only use real-time to "verify" their manufactured rate.
These methods defeat the purpose of real-time.
Many carriers have never been asked for rates the way we want to show them to you.
Once they see the advantages to our way they understand the benefit.
Some carriers are sending back to us a Pdf proposal exactly like the ones from their website.
Talk about presenting a proposal you can have confidence in!
We present ideas like this to other carriers and many more are now developing these for you as well.
The methods we use assure you get the level of accuracy our clients wanted.
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Organized Client Data Displays
- We import from and export to all popular management system
- Quotes are on a client basis. All in force policies and new quotes are shown together under each client record like a management system
- Simple tabbed user interface asks related questions in logical blocks.
- Movement forward and back is driven by easy forward and back arrows - similar to media display programs.
Quote Displays designed to help you sell
- All liability and deductible options displayed without requoting.
- Limits and deductibles easily changed without requoting
- Pay plan and multipolicy displayed
- Special endorsements display the additional coverages helping you sell them
Time Saving Features
- Quote sharing Evolution™ provides easy Import/Export quote capability.
Remote users can email a quote from their system that can instantly be imported into your main Evolution™ database.
They can also be exported to Capital or to your carrier for analysis.
- Asks Pertinent Questions No confusing or unnecessary questions to slow you down.
- We eliminate the need to answer questions for carriers you do not represent or choose to rate
Superior Customer Service
- What's New: Our online newsletter, accessible from within Evolution™.
We update you on changes in the industry, as well as changes made to our programs.
Always updated as soon as the information becomes available.
- Free Training Either through walkthroughs or specific on line training we are ready to help you.
- Tech Support Fast, easy, and friendly technical support is available by live online sessions, email, telephone or fax and online chat.
- Free Trials Do you want to review adding a carrier before doing it? We will add them for free as a 30 day trial.
- No Voice Mail When you call us, you always talk to a person who cares.
- Update Notification within the program letting you know when there are pending updates and pending rate changes, so you don’t misquote.
- Internet Based Software Updates Easy internet based automatic updating of your software to all changes.
Ideas from agencies and carriers helped built our company.
We appreciate them and implement them.
These are just some of the reasons to consider us for your comparison software needs.
Above all we want to show you
Request your free evaluation copy
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