EvolveNXT

Likely the core commission payment processing engine. It handles the calculations and disbursement of commissions.

Allows for the creation and management of incentive programs to motivate sales performance.

Allows for easy management of the sales hierarchy. This is very important when dealing with multiple levels of sales people.

Likely a producer database. This would be the central location for all producer information.

Streamlines the process of bringing new brokers/agents into the system.

Automates the background check process for compliance purposes.

Provides a portal for brokers/agents to access information and receive notifications.

Manages the appointment and licensing of brokers/agents.

Provides tools for managing training programs, including AHIP (America's Health Insurance Plans) certification.

Manages the Open Enrollment Period (OEC) processes.

Provides a system for managing support tickets and sales inquiries.

Tools for reaching out to targeted members for sales or service purposes.

Manages the ordering and distribution of marketing materials.

Centralizes the storage and management of important documents.

Facilitates online enrollment with broker assistance.

Allows members to enroll themselves online.

Provides tools for managing and tracking leads.

Manages Health Reimbursement Accounts.

Manages the scope of appointments with clients.

Tools for creating and managing sales and marketing campaigns.

A streamlined workflow for agency-specific agent onboarding.

Automates agent licensing, including NIPR (National Insurance Producer Registry) integration.

Automates the collection of RTS reports from various carriers.

Simplifies commission calculations and aggregation for agencies.