Now you can work on a single shared file in real time with your colleagues.
The enhanced case-sharing feature in EVO Insurance helps you work more efficiently and streamline your follow-ups.
- A single file, accessible to all authorized collaborators
- Changes visible to all collaborators in real time
- The ability to share, sign and send a file at any stage
No more file copies and siloed work
| Before June 15 | After June 15 | |
| Sharing via a key |
Can be imported only once |
Can be imported multiple times |
| Sales file |
Creating a copy of the record |
All collaborators work on the same file |
| Sharing period |
Cannot be shared from the application validation stage |
File can be shared until it is transferred |
| Sharing limit |
No limit on the number of collaborators |
|
| Signing and Transfer |
One of the collaborating sales advisors |
|
| Sale Documents |
Impossible access by collaborators |
All collaborators have access to it |
New: Case Sharing Guide
