Cloud based CRM software tool for helping Financial and Insurance Advisors more effectively manage their clientele, all done seamlessly though the cloud.
You’ve never managed clients like this before. Now you have one place to go for all of your client activity, documents, and illustrations. Your iPad App and online Web Tool work together to help you manage your clients more effectively from wherever you are. Evervize helps you grow your practice and your bottom line.
Forget the embarrassment, not the file. With Evervize, your secretary is always with you. The flexibility of this sales solution redefines “mobile office” by providing access to all your files, presentations, and applications everywhere. Present your offering straight from the iPad. Then, conveniently have your client sign their applications right on your iPad. That’s the power of the cloud!
Get rid of your office clutter as you easily upload all of your documents and client files into the secure system. It’s easy to get started with Evervize. Just choose your subscription, download the iPad app, and start uploading your content with the online Web Tool.
We have developed a powerful drawing pad to make your presentations become interactive. Use the Notes and Audio Recorder to capture the crucial information from your appointment. You can even share files with your client to continue building your relationship. Evervize will help you stay in compliance, saving you hundreds of hours and therefore money.