Agency Benefits designed just for you!
Take Advantage of Evolution Partners membership
1. Free Sales and Marketing Leads
Provided to all Evolution Partner Members – send an email to pmeisl@evolutionpartnersins.com with the class code and location or area that you would like to target!
2. Premium Finance company
Western Pacific Finance
Our goal is to provide you with a tool you can use to assist your clients in managing their cash flows and to give you the opportunity to increase your own revenue.
- Competitive rate tables for members only.
- Ability to adjust rates for increased commission.
- On-line rating and issuance platform.
- Flexible payment options.
Contact Eric [email protected]
A TOTAL TURNKEY SOLUTION FOR PREMIUM FINANCING
POWERFUL AND EASY TO USE TECHNOLOGY
3. Free Website Consultation for your Agency
Need a custom designed website to make you feel more confident with your online business? Discounted pricing for Custom Website Design and Digital Marketing services – Schedule a call with Shawna here or email her [email protected] (tell her you are with Evolution Partners)
4. Free Agency Analysis and Consultation
“Agency Workflow” – Suggestions, feedback and systems to help kick start, organize and grow your agency for success. Contact: Ray [email protected] (tell him you are with Evolution Partners)
5. Free Submissions Department
For members only. Fast and exclusive service. Tired of quoting. Need to submit a broader range of carriers. Send your commercial lines new submission acords to: [email protected] or you can use our New Submission Questionnaire
6. Payroll Partner
You get paid a commission for setting up your insured with a payroll company. You write the Workers Comp insurance and they will work with your insured to make sure their payroll is handled properly and connect flawlessly with the carrier for timely monthly payments. Contact: James Cole, “Heartland” [email protected] (tell him you are with Evolution Partners)
7. Agency Management System
Special discount and pricing for members only. “Record Guardian” Contact: Vira [email protected] (tell her you are with Evolution Partners
A technology used to organize your book of business and effectively run your operations for both Personal and commercial lines. True web based System. There is no software to install, no server to maintain and no backup to complete. All files are stored on the computer instead of in filing cabinets.
8. Claims information and Loss runs service for easy access
Get set up with the new site for hands on acquisition service. “Claims History Service” Contact Fred [email protected] (tell him you are with Evolution Partners)
A web-based system which can be accessed anywhere the internet is available, by desktop, laptop, smart phone or tablet.
Which gives you the ability to produce both loss run request letters and letters of authorization.
9. Risk Control Service
Members only have access to Navion Insurance owned “SCI Inspection Service”. If you have a larger more complicated risk that you would like to have inspected prior to sending to a carrier. We can do this for you. Contact Eric [email protected]
10. Multi Carrier Rater system and platform for Personal lines
About ITC and TurboRater:
Insurance Technologies Corporation (ITC) provides websites, marketing, rating and management software and services to the insurance industry, including independent agents and insurance carriers.
ITC’s personal lines comparative rater powers more than two million auto and home quotes every month. TurboRater streamlines the sales process by making the quoting process faster and more efficient and has all the personal lines carriers you need on one platform.
Contact Jared here: [email protected] (tell him you are with Evolution Partners) and complete the form here
