Evolution Trial Software Survey

Thank you for taking the time to tell us about our comparative rater.


Please take a few moments to provide us with feedback on your experience. You may submit your comments anonymously, if you wish.

Ease of Use

Yes No   Is the flow of quoting questions easy to follow? Yes No   Was the navigation in the program easy to understand? Yes No   Did the help buttons [?] adequately explain underwriting questions and endorsements?

Are there any confusing areas that we could improve upon?

Features of Value

Which features of Evolution™ were of value to you (check all that apply).

Real-Time Carriers  Bridging Carriers  SpeedScore Carriers  Carrier Links  Management System Integration

Customer Service  Endorsement Tips  Show & Sell Carrier  What's New Newsletter  Carrier Payment Plans

View & Print Prior Shortcuts  Email & Print Options  Acord Application (pre-filled)  Auto Certificates  Agency Defaults setting

Database Client Files  Agency Reports  Evolution Help Pages  Online Chat  Online Support

Program Value

Yes No   Do you feel the price is reasonable for the value our product offers? Yes No   Did the price prohibit you from purchasing the software? Yes No   Did you experience a time savings while using our program? Yes No   Do you feel the learning curve will improve as users become familiar with the program?

How can we increase our program's value?

Training

Yes No   Did your agency participate in our free online training?   If no, please explain:  

NA Yes No   Was your online training beneficial to you understanding how to use the product?

NA Yes No   Did you learn information through training that you might not have learned working on your own?

NA Yes No   Did the training cover enough material?    If no, please explain:   

Likes / Dislikes

What did you like the most? What did you like the least?

What improvements or features would you like to see added?

Decision Factors

Yes Probably Will No Probably Won't  Would you consider purchasing Evolution at a later date?


What were your main reasons for deciding to purchase or not?

Switching Software

Yes No   Are you currently using or considering another comparative rating software?

Yes No   Does the task of changing rating software create hesitation to purchase our software?

Yes No   If yes, would you be willing to purchase if our team handled all of the details and managed your switch?

Issues and Resolutions

Yes No   Do you feel that you were able to get a proper evaluation of the software?

Yes No   Did you experience any problems or difficulties getting Evolution to work properly for you?

Yes No   If yes, did you communicate any problems you were having so they could be resolved?

Yes No   Did you experience rates that did not match a bridged quote or policy declaration (variances)?

Yes No   If yes, did you communicate these rate variances to Capital for resolution?

Yes No   Did you understand the limitations of the trial software?

Yes No   Did the limitations of the trial version affect your decision to not purchase the full version?

Additional Comments

 

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