Take an evolutionary leap...
Sell More Efficiently Using a Single Platform
Unlock meaningful efficiencies by managing all your contacts, leads, opportunities and accounts in a single unified solution.
Sell Faster by Leveraging AI
Increase productivity using Evo's AI copilot to help manage customer relationships, provide actionable insights and enable your team to focus on closing deals.
Accelerate Administration by Making Existing Workflows Smart
Make your existing workflows smart using enhanced AI processes to analyse and create content for intelligent automation of everyday tasks.
Manage Customer Relationships Better
Nurture relationships and close more deals with a full 360 degree view of your customers through integrated omni-channel communication tools and complete transparency throughout an entire product lifecycle.
Create a More Productive Sales Pipeline
Help teams work better together with integrated productivity tools to manage workloads and collaborate at all stages of the sales process so you never miss an opportunity.
Build Fast with No/Low Code Development
Responsive, customisable, industry relevant components unlock the ability to develop apps and build personalised digital experiences faster so your solutions will never get left behind.
... and launch at speed!
A custom Evo solution takes on average just 6 weeks to develop!
- Week 1-2Deep Dive
- Week 3-5Prototyping
- Week 6Phase 1 Launch
- Week 7-11Hands-on Collaboration
- Week 12Phase 2 Live Launch
- Week 1-2A deep dive into your business, with interactive workshops and discovery sessions designed to capture every important requirement.
- Week 3-5Initial provisioning of your solution and rapid build of a prototype based on your precise business needs.
- Week 6
Prototype launch, a fully functional solution ready for more detailed customisation.
In a hurry to launch?
Go live here! - Week 7-11Hands-on collaboration with individual teams to analyse, test and optimise your bespoke solution. Integrate existing external systems and fine tuning your solution for launch.
- Week 12Go live with your fully customised solution.
Customisable modules for every department.
Sales and marketing
From customer communications and targeted campaigns, to sales analytics and dynamic documentation, Evo helps increase revenue, optimise your lead generation and streamline client onboarding with a range of tools designed to empower your sales and marketing teams.Key features:
- Automate customer and lead communications
- Manage sales opportunities
- Analyse and track performance
- Onboard new customers
- Launch new products
Underwriting
From evaluating applications and rating risks, to setting policy terms and automating underwriting decisions, Evo optimises your underwriting process and reduces the time and resources required to win new risks, by leveraging your data and the power of artificial intelligence.Key features:
- Streamline workflows
- Calculate premiums
- Automate tasks and decisions
- Access real time data and AI analysis
- Complete control of rates
Policy administration
From policy issuance, mid-term adjustments, renewals and cancellations to fraud detection, regulatory compliance and performance tracking, Evo ensures your team can manage policyholders entire lifecycle with a range of tools designed to enhance the customers experience of your business.Key features:
- Automate repetitive tasks
- Comprehensively track communication
- Simplify administration workflows
- Track and analyse policy performance
- Auto-generate documentation
Accounting and reporting
From managing invoices, billing and payments, to reconciling accounts, generating reports and live auditing the business position, Evo streamlines financial operations whilst providing actionable insights that enables informed decision making and improved performance.Key features:
- Eradicate manual errors with automation
- Auto-generate bordereau, dashboards and reports
- Integrate with 3rd parties
- Transform transactional data into insights
- Simplify compliance and regulatory filing
Claims
From managing and automating the claims process, to analysing data, tracking real-time progress and providing customer support, Evo helps to reduce claim costs and whilst improving customer satisfaction with a suite of tools and technologies that eradicate inefficiencies and manual workloads.Key features:
- Collect, analyse and enrich claims data
- Integrate with IoT devices such as cameras and trackers
- Automate claims processes
- Track communications with policyholders
- Manage the customer experience
- Reduce claims with pro-active live data
Customer service
From collecting, storing and managing customer data, to handling enquiries, managing complaints and providing customer support, Evo offers a range of tools designed to improve customer satisfaction, reduce costs, and enhance the overall customer experience of your business.Key features:
- Ommichannel communication
- Respond to and track customer enquiries
- Streamline customer service workflows
- Provide customer support
- Handle complaints
Support
We offer personalised support services designed to help you achieve your goals. Our UK based insurance specialists cater to your specific business needs. Offering a range of proactive and reactive support packages, along with ongoing development and personalised guidance, your team can be confident that they are fully supported at every stage of their Evo journey.
- Guaranteed response times
- UK based insurance experts
- Dedicated Evo Architect
- Technical, operational, launch and proactive support
A complete toolset used across departments to provide seamless management of every step of the customer lifecycle
Performance dashboards
Track KPIs and easily review the most important data for every department
Department flow panels
Manage the progress of every lead, quote, policy or renewal through to completion
Rating engine
Simple calculations to a complete process builder and 3rd party integrations included so you can rate risks effortlessly
Documentation
Dynamic templates to automate your administration and distribute effortlessly
Auditing
Easily check accounts and performance with inbuilt functionalities to instantly audit the business’ live position
Claims
Full history of policy performance and real-time tracking of ratios
Data warehouse
Central data repository with embedded AI that turns transactional data into actionable insights
Reporting
Real-time reporting across every team member, department and business function
History
All policy activity logged and tracked for full analysis and reporting
Task management
Create, assign and track tasks across staff and departments
Diary
Schedule and manage your entire teams activities
Email, SMS, Phone*
Full history of all communications against every opportunity, policy and customer