About EvolveNXT

EvolveNXT is a cloud-based solution designed to help insurance businesses streamline processes related to lead management, commission distribution, agent onboarding, document creation and more. The EvolveDocs module allows managers to create documents and share them across departments using automated distribution workflows.

EvolveNXT comes with a self-service portal, which enables enterprises to access training materials, sales-performance data, commission statements, and sales-support options from a centralized platform. Features of the application include notifications, enrollment status tracking, marketing campaigns management, rule-based events, audit trail, single sign-on (SSO) and more. Additionally, users can calculate payments by groups, contracts, ma...


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Supported Operating System(s):

Web browser (OS agnostic)

5 Reviews of EvolveNXT

Average User Ratings

Overall

5.00 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(5)

5

4 stars

(0)

0

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 5 of 5 results

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October 2017

Adrienne from Cogneesol

Verified Reviewer

Company Size: 201-500 employees

Industry: Outsourcing/Offshoring

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

I have used this software for +1 years

Pros

I've found that this software has a global server access and also has the longevity. According to my overall work experience with EvolveSPM, I was able to consolidate all the compensation data like billing, CRM, enrollment etc. quickly. By using this software I was able to configure payments of commissions efficiently.

Cons

The only cons of this software that there are different settings for different features and that is why I give ease of use rating 4/5 stars.

July 2017

Arron from Universal American

Company Size: 5,001-10,000 employees

Industry: Health, Wellness and Fitness

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Most configurable Product

I am able to pay accurate commissions on time all the time.

Pros

Fast implementation. Product is extremely configurable. I was able to configure, test and calculate new payment definitions in less than 8 hours. I was able to configure 10 different statement formats depending upon the producer.

Cons

Honestly there is nothing I really do not like about the product other than the UI which is not Web 2.0. As the company is small they are too eager to please the customer.

December 2019

Elvira from UPMC Health Plan

Company Size: 5,001-10,000 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Excelent product, supportive team

We use EvolveNXT primarily for Medicare commission calculation and quality of calculation is very high. Also we are currently implementing a broker onboarding process (another part of EvolveNXT).

Pros

Accuracy of payment, Reliability and client support.

Cons

Complex navigation system which takes time to learn, but doable.

Reasons for Choosing EvolveNXT

It seems that company has high knowledge of Medicare product and Broker Commission process, which made it easy to discuss our requirements.

November 2019

Angela from Johns Hopkins

Company Size: 5,001-10,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Evolve is easy to use

Excellent

Pros

This software is User friendly. The assistance from the Evolve team is excellent.

Cons

I have to wait hours if I lock myself out before I can get back in.

October 2019

Eric from MediGold

Company Size: 201-500 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

October 2019

EvolveNXT Review

Pros

Software is very simple to use. I have never had any issues with EvolveNXT understanding and implementing complex commission structures. I am always able to pay my customers on time. Also, their customer service is outstanding. They always respond promptly and are able to provide a solution.

Cons

To be honest, I haven't experienced any issues or problems with the software. My experience has been excelent