Capital Software, Inc.


Capital Software, Inc.
PO Box 383
Okemos, MI 48805
517-324-9100
customerservice@capitalrating.com

Evolution™

Incorporating Features you need to effectively sell independent insurance carrier products

We want to make sure you win against your competition


Evolution™ is designed to make money, not cost  money. For a small investment you will sell more, save staff time, your time, and write more business. Only a couple of new automobile or homeowner polices a year will pay for our service.
We have always tried to differentiate ourselves from other rating companies by more personal touch along with extra features others cannot provide.

We recognize that we do not write products for ourselves but for our clients. Therefore recommendations to help improve our products are given top priority. Have a good idea? Share it with us. Use our Suggestion Box, or give us a call 517-324-9100. Let us work 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 send us a Pdf proposal like the ones from their website. Talk about presenting a proposal you can have confidence in! We present ideas like this to other carriers. Many are now developing these for you. The methods we use assure you delivery of the level of accuracy you expect.
Organized Client Data Pages
  • We import from and export to all popular management system
  • Quotes are on a client basis. All 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.
    Quotes designed to help you sell
  • All liability limits and deductible options displayed without requoting.
  • Limits and deductibles easily changed without requoting
  • Pay plan and multipolicy displayed
  • Special endorsements display the additional coverages to help 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
Customer Service - Our Priority
  • What's New: Our online newsletter, accessible from within Evolution™. Updated as soon as important information becomes available.
  • Free Training: Either through orientation 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 online chat.
  • Online Support: No time to call? We have a complete online support system answering questions most commonly asked.
  • 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 Updates: Easy internet based automatic updating of your software to all changes.



Ideas from agencies and carriers helped built our company. We appreciate their ideas and work hard to implement them.
These are just some of the reasons to consider us for your comparison software needs.

 

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