EvolveNXT

RATING:

5.0

(5)

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Overview

Reviews

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, market, ...

EvolveNXT Pricing

Starting price:

$10,000.00

Free trial:

Not Available

Free version:

Not Available

EvolveNXT Reviews

Overall Rating

5.0

Ratings Breakdown

(5)

(0)

Secondary Ratings

Ease-of-use

4.5

Customer Support

Value for money

Functionality

Most Helpful Reviews for EvolveNXT

1 - 5 of 5 Reviews

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Adrienne

Verified reviewer

Outsourcing/Offshoring, 201-500 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed 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.

Arron

Health, Wellness and Fitness, 5,001-10,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed 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.

Elvira

Financial Services, 5,001-10,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed 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.

Reason 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.

Angela

Insurance, 5,001-10,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed 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.

Eric

Insurance, 201-500 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed 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

5 Reviews