Capital Software, Inc.


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

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

  Is the flow of quoting questions easy to follow?

  Was the navigation in the program easy to understand?

  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

  Do you feel the price is reasonable for the value our product offers?

  Did the price prohibit you from purchasing the software?

  Did you experience a time savings while using our program?

  Do you feel the learning curve will improve as users become familiar with the program?
How can we increase our program's value?

Training

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

  Was your online training beneficial to you understanding how to use the product?

  Did you learn information through training that you might not have learned working on your own?

  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

  Would you consider purchasing Evolution at a later date?


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

Switching Software

  Are you currently using or considering another comparative rating software?

  Does the task of changing rating software create hesitation to purchase our software?

  If yes, would you be willing to purchase if our team handled all of the details and managed your switch?

Issues and Resolutions


  Do you feel that you were able to get a proper evaluation of the software?

  Did you experience any problems or difficulties getting Evolution to work properly for you?

  If yes, did you communicate any problems you were having so they could be resolved?

  Did you experience rates that did not match a bridged quote or policy declaration (variances)?

  If yes, did you communicate these rate variances to Capital for resolution?

  Did you understand the limitations of the trial software?

  Did the limitations of the trial version affect your decision to not purchase the full version?

Additional Comments

 

Contact Person: (optional)           Phone:  (optional)   

Agency Name: (optional)       Agency Email: (optional)  


          


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