How it works
From a lead file to a closed month.
Six steps, one system. This is what a working week in Evrment looks like, from the file your vendor sends to the numbers you close on.
01Import your leads
Drop in the files your vendors already send you.
Upload a CSV from any lead vendor. Evrment recognizes twelve common vendor formats and maps their columns automatically. For anything new, you confirm the mapping once and it is saved for that vendor.
Duplicates are reported for you to review instead of silently dropped, rows keep their order, and leading zeros survive. Every record is screened against your own do-not-call list before a single number is dialable.
What it replaces
Copying rows between vendor spreadsheets and a CRM.
02Set your rules
Decide the hours, the lists and the lines once.
Set your business hours, your internal do-not-call list, your recording preference and which number your campaigns point to. Quiet hours for automation are already on: 9am to 8pm in each lead's own time zone, Monday through Saturday.
Paste in your script and your campaign copy. The linter reads both and warns on phrases that tend to cause trouble, and you decide what to change.
What it replaces
A compliance handbook nobody opens in the middle of a call.
03Work the list
Clock in, start a session, and let the engine dial.
The dial engine works your list three dials deep and three laps around, tagging outcomes as it goes. Your script sits in the middle of the screen with the lead's details filled in, and Flowstate coaches you through the call.
The call dock follows you if you leave the session to check a policy or send a text. Stop whenever you need to. The session resumes where you left it.
What it replaces
A separate power dialer and a printed script.
04Let the team follow up
Ava, Rea and your campaigns handle what happens between calls.
Campaigns send your copy by SMS, voice and email on the schedule you set, and move each person to the right sequence as their stage changes. Ava routes inbound campaign calls to you when you are working. Rea covers your personal line when you can't pick up.
Booking pages let prospects pick a time in their own time zone, with the consent they gave stored alongside the appointment.
What it replaces
A texting tool, a scheduling link and a virtual assistant.
05Close the deal
One disposition, and the sale lands everywhere it belongs.
Mark the call sold and fill in the deal once. The policy goes into your book of business, the pipeline moves on its own, and the customer care schedule begins.
A sale counts when it is EFT-approved, not when an application goes to underwriting, so your numbers reflect money that is real.
What it replaces
Retyping the same sale into three different places.
06Close the month
Review the ledger, then lock the period.
Advances, chargebacks and underpayments are already in the commission ledger. Your share ledger splits net income the way you run the business, and the P&L sits beside it.
Month close locks the period. Atlas reads the whole picture and tells you what moved, what is at risk, and what needs you next month.
What it replaces
A spreadsheet reconciled on a Sunday night.
Getting set up
What setup actually involves.
Setup is a handful of concrete tasks: upload your lead files and confirm how their columns map, add your internal do-not-call list, set your business hours and recording preference, connect a phone number, and paste in your script and campaign copy.
How long that takes depends on how many vendors you buy from, how clean your lists are, and how much campaign copy you want to write before you start. If you register for automated texting, carrier approval adds its own wait, which is outside anyone's control. Guided onboarding is available if you would rather do it together.
No. Setup is uploading your lead files, confirming how their columns map, choosing your calling hours, and pasting in your script. Evrment handles the rest.
No. You still write business through your carriers and your IMO. Evrment is where you work your leads and track what happened after the application.
Not by voice yet. Today the AI team routes inbound calls, runs your campaigns on the schedule you set, coaches you during calls, and runs the numbers. Conversational voice for Ava and Rea is on the roadmap and is labelled that way.
What changes as you grow
The same six steps. A different job for the system.
At one producer, these six steps are how you work. At twenty, they are how twenty people work, and the hard part stops being the steps and starts being everything you can no longer personally see: which follow-ups slipped, which producer is stalling, which policies are drifting, and which lead source actually paid back.
That is what the rest of the system is for, and it is why the pieces have to share one record rather than talk to each other through integrations.
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