Evolution Partners

Evolution Partners is a unique membership organization unlike other groups or clusters. Our goal at Evolution Partners is to help you get direct carrier appointments without huge premium commitments or sacrificing commissions.   

Evolution Partners can be part of your solution to help you remain and GROW INDEPENDENTLY!

Network partnership

If you’re struggling to grow your business, frustrated you can’t get direct carrier appointments, or fed up with giving up commissions and control of your book to work with a General Agent or Wholesaler, then Evolution Partners is for you. Here’s why…. 

  • Reduce the frustration of further carrier rejections. Now you can have direct access to carriers best suited to your business needs with no huge premium commitments. 

  • Save Time with instant access to carrier websites to input your own submissions and service your accounts. 

  • Increase Income. Keep more of what you earn. No more splitting commissions. 

Most independent agents struggle to get direct commercial carrier appointments to grow their business. Evolution Partners is a membership group providing agents direct carrier access, without the huge premium commitments or sacrificing their commissions. Evolution’s business partnership helps agents increase their sales and profitability and build the successful agency of their dreams.

Vertafore and evolution association and network
We are excited to have partnered with a Strong Well Known Diverse company like Vertafore, that will help our agency partners/members continue to grow. They offer so many valuable services that all successful agencies need in today’s marketplace. From record keeping systems, to rating platforms and information portals that have the top industry leading Technology.

Pam Meisl, President

Evolution Partners

Pam Meisl, President at Evolution Partners

Webinar

Partnership launch webinar 

Being a member of Evolution Partners is a fantastic step to grow and invest in your agency. Thanks to our partnership, there are even more benefits for you to take advantage of and do just that. Watch to find out more! 

Access the webinar now
ams360 card

AMS360: Our flagship agency management system. Do you need seamlessly integrated and comprehensive accounting capabilities? What about flexible and complete reporting? Are you planning to do a lot of complex commercial lines? AMS360 is the best management system solution for rapidly growing agencies. 

Demo

QQCatalyst: Newly independent agencies need to focus on sales growth and need efficient tools so they can spend time with customers. QQCatalyst gives you flexibility with a customizable dashboard, a quick set up and an intuitive design. It offers sales pipeline and email marketing capabilities to help you grow. It's also simple and easy to use while still being complete. This solution helps you manage your agency from anywhere with secure, cloud-based technology. 

Demo

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PL rating card

PL Rating: is a real-time, comparative rater that enables agents to close business quicker and grow their personal line business through cross-selling opportunities, multi-carrier quoting, consumer rate quoting, and easily quoting multiple personal lines. 

  • Time-saving: 50% less time spent on quotes 
  • Efficiency: reduce quoting from 10 minutes per carrier to 15 minutes for 10 carriers 
  • Demand generation: agents say almost 50% of their leads come from CRQ 

Demo

 

AgencyZoom: is a smart automation solution built for insurance agencies. It allows agents to build an automated customer journey from prospecting, to renewals, and beyond. The mobile app and pre-built reports offer ease of access to data, while integrations with multiple InsurTech solutions allow effortless syncing of information. With AgencyZoom you can also:

  • Close more leads, faster
  • Automate engagement, increase retention
  • Crush your goals
  • Help generate 5-star Google reviews

Demo

 

AgencyZoom powered by Vertafore
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InsurLink: gives your customers access to their policies and documents whenever they need it. With a branded insurance customer portal available on any device, your customers can have the connectivity and self-service access they expect outside of business hours.   

  • Customer retention: 3-4% increase in customer retention  
  • Time-saving: eliminate 5 10-minute certificate request calls 
  • 24-hour service: with InsurLink your agency is always open 

Demo

 

ReferenceConnect: is the industry’s only insurance knowledgebase that helps agencies grow and diversify their business by aggregating insurance policy coverage and risk profile information into one place - making you an agent of choice and a trusted advisor to your clients.

  • Time-saving: 60% less time needed to search for documents
  • Efficiency: 1 less E&O incident per year
  • Demand generation: 1% increase in new business and renewals

Demo

 

ReferenceConnect Card