CallingLive now
The call dock
A draggable dock that is the dialer, and stays with you as you move around the app. Keypad, minimize and consent-gated recording, never a modal that traps the screen.
Roadmap
What is live, what is next, and what we are thinking about.
No dates, no teasers. Each item says what it is and where it stands. Items move between columns as they ship.
Launch path
Four stages. No dates until they are real.
Now (current stage)
Private development
Evrment is built and used every day by its founding agency.
Next
Private beta
A small group of agencies works in Evrment and shapes what ships.
Then
Early access
The waitlist is invited in first, with founding-user benefits.
Launch
Public availability
Evrment opens to every agency, with published pricing.
Live now
Built, working and in daily use.
37 items
- CallingLive now
Outbound and inbound calling
Real calls from the browser, and real inbound calls routed by your business hours and whether you are clocked in. When you are not available, callers reach an honest voicemail.
- CallingLive now
Multi-dial engine with laps
Works a list three dials deep and three laps around, tagging outcomes as it goes and resuming where you stopped. Every lead keeps a permanent dial history.
- ComplianceLive now
Script-first dial session and linter
Your script sits at the center of the call with the lead's details filled in. A linter warns on false authority, invented urgency and affiliation claims, with a citation, and never blocks your own words.
- LeadsLive now
CSV lead importer
Built from twelve real lead-vendor file formats, with automatic column mapping and saved per-vendor mappings. Duplicates are reported instead of silently dropped, and every batch is kept in history.
- ComplianceLive now
Internal DNC list
Your internal do-not-call list is enforced on every outbound path, and imports are screened against it before a number is dialable. Suppression survives lead deletion and is tracked by phone and by email.
- ComplianceLive now
Quiet hours, lead-local
Automation is held to 9am to 8pm in the lead's own time zone, Monday to Saturday. A human reaching out after hours gets a confirmation step and an audit entry, not a block.
- ComplianceLive now
Recording consent gating
Recording is off by default and gated for two-party consent states. Turning it on is a deliberate choice, and the rule applies to inbound calls too.
- ComplianceLive now
The audit spine
Every action is recorded with an actor, a module, an action, a subject and a before-and-after diff. Filter it, export it to CSV, or open any lead's full activity history.
- CampaignsLive now
Campaign builder
A fifteen-tag taxonomy with editable SMS, voice and email copy at every step, mapped to where each person is in their lifecycle. Customer care, referral, birthday and policy-review automations are built in.
- Back officeLive now
Back office and finance
Pipeline, book of business, commissions, share ledgers, P&L and month close in one place. Promotion and recognition tracking runs off the same numbers.
- TeamLive now
Team hub and booking pages
A channel-based team hub for your downline, and booking pages backed by consent records. Agent microsites and vCards come with every seat.
- Back officeLive now
Credential vault
Carrier logins, licenses and tools in one place, masked by default. Every reveal is recorded in the audit log.
- PlatformLive now
Accounts and teams
Real sign-in, organizations and roles are live for private-access users. Self-serve accounts open with early access.
- LeadsLive now
Leads and lead groups
Every lead keeps the batch it arrived in and the vendor it came from, so a source can always be traced to what it produced. Nothing is re-keyed from one screen to another.
- GrowthLive now
Source, campaign and UTM capture on every lead
Every lead carries where it came from: its source, its UTM source, medium and campaign, and the lead group it arrived in. The attribution starts at the moment of capture instead of being reconstructed later.
- LeadsLive now
A pipeline driven by what happened
Stages move on real events — a disposition, an appointment, an approved policy — instead of on someone remembering to drag a card. The pipeline reports, it does not ask to be maintained.
- CallingLive now
One conversation store
Calls, texts and email against the same person sit in one thread, with the phone hub, texts and email as views over it rather than separate tools.
- AI teamLive now
Reception: inbound routing
Campaign inbound and your personal line are answered by different rules. Routing is live; conversational AI voice for Ava and Rea is in development and labelled that way.
- AI teamLive now
Daily digest and briefings
What changed, why it matters and who should act, brought to you instead of waiting in a dashboard. The Monday brief runs on the same numbers. AI-written wording is simulated until model keys are wired.
- LeadsLive now
Needs-human flags, park and wake-up
"Call me in three months" becomes a dated wake-up on the record, and anything the system should not decide alone is flagged for a person. The organization remembers, not one producer.
- PlatformLive now
Notification rules
Every kind of event is set to interrupt you, wait for the digest, or stay silent. Attention is a budget, and you set it.
- AI teamLive now
Approvals and the autonomy ladder
A five-rung ladder from observing to executing approved work, with an approvals queue, role permissions, escalation and an audit entry behind each step. Nothing runs above the rung you set.
- TeamLive now
Human activity, measured separately
The work clock and the activity tracker keep human effort and system effort from blending into one number, so a leader can see what people actually did.
- PlatformLive now
Your own knowledge base
Scripts, rebuttals, carrier notes, comp structures and training are the agency's editable content. Evrment ships no one else's material. AI filing of new content is simulated until model keys are wired.
- AI teamLive now
Flowstate live call coaching
A coach that follows the stage of the call and prompts the next question. It runs on a deterministic simulation today, not a live model, and the product says so wherever it appears.
- Back officeLive now
Book of business and servicing
Policies, the servicing queue and the post-sale record live beside the lead they came from. The sale is the start of the record.
- Back officeLive now
Continuity: persistency and policy health
What stays on the books, tracked against the same policy record as the sale, with the customer-care schedule, reviews, birthdays and referral asks running off it. Carrier data feeds are a separate, unbuilt item.
- Back officeLive now
Finance HQ: lead P/L and the annual view
Lead spend tied to the production it created, expenses, the share ledger and the annual picture, with a freshness stamp on every number. Evrment does not move money.
- TeamLive now
Recruit to producer, as one lifecycle
Recruit, interview, contracting, licensing by state, onboarding, a seat, a front door and a place on the tree — one record the whole way, instead of a spreadsheet and a folder.
- TeamLive now
Team Comms
Channels, threads, reactions and locked rooms inside the system that runs the business, so a win posts itself from approved business and a conversation sits beside the record it is about.
- ConversionLive now
Lead intake endpoint
A lead posted from a form or a vendor lands as a record with its source and campaign attached, is checked for a duplicate on the formatted phone number, and enrolls on the spot if it matches an audience.
- ConversionLive now
Appointments on the lead's own record
Book, reschedule and mark an appointment showed or missed, against the same record that holds every call, text and email. A reschedule keeps the history instead of starting over.
- ConversionLive now
Stage-driven follow-up
Booking, a missed appointment, a sale and a chargeback each move the pipeline and enroll the right follow-up by themselves, with an audit entry for the move.
- ConversionLive now
Reminders timed before the appointment
Reminder steps counted back from the appointment rather than forward from the booking, on text and on voice, with the name, number, date and time merged in.
- ConversionLive now
No-show recovery
Marking an appointment missed enrolls the recovery campaign within the hour, after the do-not-call list and the audience rules have been checked.
- ConversionLive now
Booking with a consent record
A booking page that shows times in the visitor's own time zone and stores a consent record with the appointment, versioned with the wording they agreed to.
Building
In active development.
12 items
- PlatformBuilding
Client portal
A portal for your policyholders: coverage, documents, beneficiaries, messages and service requests, branded to your agency.
- AI teamBuilding
Conversational AI voice for Ava and Rea
Ava and Rea answering and placing calls in natural conversation, inbound and outbound. They will identify themselves as AI and hand off to you when a human is needed.
- CampaignsBuilding
Email sending on your own domain
Campaign and one-to-one email sent from your own domain, with proper authentication records. Replies land in the same conversation as calls and texts.
- PlatformBuilding
Billing and seats
Self-serve plans, seats and invoices inside the app. Add a seat for a new recruit without talking to anyone.
- CampaignsBuilding
Hosted booking pages
Your booking page on a public link that prospects can open from a text or an ad. Consent is captured on the page and stored with the appointment.
- CallingBuilding
Number reputation and branded calling
Register your numbers, monitor how carriers label them, and show your name on the caller's screen. A healthy number is answered more often.
- CampaignsBuilding
RCS business messaging
Rich messages with your verified brand, buttons and cards on phones that support them. Texts remain the fallback everywhere else.
- CampaignsBuilding
Marketing studio
Content, social, funnels, forms, ads and trend research inside the operating environment. The surfaces are built; most connect to outside services as you wire them, and say so before you click.
- PlatformBuilding
Protected sensitive fields
Field-level protection for the most sensitive records an agency touches. The requirements are written; the implementation is not shipped, and no page claims otherwise.
- ConversionBuilding
A brief on the appointment
Every appointment can carry a briefing that shows on the calendar: where they came from, what they asked and why they agreed to meet. Today it is written by whoever booked it. Writing it from the conversation itself is in development.
- ConversionBuilding
Campaign steps that send on schedule
Enrollments already carry the time their next touch is due, and automation advances when the app is opened. Sending on schedule with nobody in the app needs messaging registration and a background runner.
- AI teamBuilding
Asking Atlas a question in plain language
Ask about the business in your own words and get an answer from your own records, with the records it read shown beside the answer. Runs on the deterministic engine today; model-backed reasoning is in development.
Exploring
Designed or researched, not yet scheduled.
41 items
- Back officeExploring
Carrier data feeds
Policy status pulled from carriers instead of typed in. Your book would update itself when an application moves.
- PlatformExploring
White-label downline tenancy
Each agency in a hierarchy gets its own branded workspace, rolling up to the one above it. Built for IMOs and large downlines.
- CallingExploring
Mobile companion for the dial session
Work your list and take inbound calls from your phone. The same queue, script and dispositions as the desktop.
- TeamExploring
Live upline coaching
A manager can listen in and coach during a live call, with the agent's consent. Training that happens on real calls instead of role play.
- ComplianceExploring
Ethical-selling detection
Flags pressure language in real time, while there is still a chance to change course. The spoken version of the script linter.
- AI teamExploring
Automatic call notes and reminders
Notes and follow-up reminders written from the call transcript. You review them instead of typing them.
- TeamExploring
Automatic win-posting
When a deal is EFT-approved, a win post goes out to your team and, if you choose, your social accounts. Underwriting alone never counts as a sale.
- AI teamExploring
Coaching that learns your calls
Flowstate learning from your own recorded patterns, where you win and where calls stall. Advice specific to you, not a generic playbook.
- ComplianceExploring
Pre-dial compliance screening
A single gate every number passes before it can be dialed, combining DNC, quiet hours, consent and litigator screening. One answer, with the reason attached.
- CampaignsExploring
WhatsApp for Spanish-preferring books
Reach clients on the channel many of them already use every day. Same consent rules, same conversation history.
- PlatformExploring
Public API and webhooks
Connect Evrment to the rest of your stack. Leads, dispositions and policy events available to your own tools.
- PlatformExploring
SSO and SCIM
Single sign-on and automated user provisioning for larger organizations. Seats follow your directory.
- TeamExploring
AI roleplay against a simulated prospect
Practise the objection you keep losing — price, the spouse, existing coverage, coverage through work, "I need to think about it" — before the next live call.
- TeamExploring
Training assigned from behavior, and measured
Training that answers what the calls actually showed, assigned to the producer it applies to, with the change measured on the calls after it.
- GrowthExploring
Connected ad accounts
Connecting an agency's own ad accounts so performance can be read into Evrment and leads can arrive with their campaign and creative attached. Meta is the first planned connection. Nothing is connected today.
- GrowthExploring
Governed budget changes
Daily and campaign caps, a department budget, approval thresholds, a maximum change size, automatic pause rules, escalation, rollback and an audit entry behind every change. No AI unit changes spend above an approved bound.
- GrowthExploring
Downstream outcomes sent back to ad platforms
Sending what actually happened after the click — contacted, booked, showed, applied, issued, still on the books — back to a connected ad platform where the platform supports it, so delivery can learn from business rather than from form fills.
- GrowthExploring
Closed-loop attribution
Source to campaign to creative to lead to outcome, reported as known, assisted and unattributed, with a confidence on each. Attribution is never presented as certainty.
- GrowthExploring
Always-on market intelligence
Continuous monitoring of the agency's connected accounts, platform and policy changes, public ad libraries where permitted, and search and seasonal trends. Every report says what changed, why it matters and what to do.
- GrowthExploring
Marketing anomaly watch
Flags a spend spike, a broken tracking pixel, delivery that stopped, a cost-per-lead jump, a landing-page conversion drop, duplicates, a form failure, pacing drift, creative fatigue, a rise in opt-outs, or downstream quality falling away.
- GrowthExploring
Creative hypotheses, variants and tests
A hypothesis, then variants — copy, static concepts, video concepts, hooks, scripts and shot lists — then compliance review, then approval, then a test, then what was learned kept on the record. Drafting is what Vega does today, on a simulation.
- GrowthExploring
Landing pages and funnels built to your brand
Landing pages, forms, qualification, thank-you and booking flows, with variants and conversion tests, under the agency's own brand, offer, audience and rules. Agent sites, digital cards and booking pages with consent records already run today.
- GrowthExploring
Review of ads, forms and landing pages before launch
Shield checking an ad, a form or a page against the agency's own standards, carrier advertising requirements, platform policies and consent and disclosure rules, and flagging it for a human. The script linter is the live ancestor of this.
- GrowthExploring
Capacity-aware spend guidance
Weighing speed-to-lead, unworked leads, calendar availability, show rate and close capacity before recommending more spend — so more leads are only recommended when the floor can absorb them.
- GrowthExploring
Use what you own, before the next dollar
Surfacing untouched leads, no-contacts, missed callbacks, no-shows, stale opportunities, clients due a review, referral moments and inactive recruits as an alternative to new spend. Subject to consent, opt-out, quiet hours and the internal do-not-call list.
- GrowthExploring
Lead routing rules
Routing a new lead by licensed state, product authorization, language, availability, capacity, ownership and team, with the rules visible and auditable. Routing never uses protected characteristics.
- GrowthExploring
Aggregate voice of the customer
The objections and questions leads actually raise on calls, reported as aggregate themes for marketing to answer. Never a client's own words or details.
- GrowthExploring
Producers see what the prospect saw
The ad, the promise, the offer and the questions it tends to create, on the record before the producer picks up the phone.
- GrowthExploring
Lead vendor and campaign scorecards
Comparing vendors and campaigns on contact, set, show, placement and persistency instead of on cost per lead — including how often a vendor sells you someone you already own.
- GrowthExploring
Recruiting as acquisition
Recruiting ads and funnels, licensed and unlicensed paths, interview booking, and the measurement that matters: source to activated producer, not source to application.
- GrowthExploring
Marketing memory
Hypotheses, tests, results and decisions kept as the agency's own history, so the lesson stays when a partner or an employee leaves.
- GrowthExploring
Scoped access for an outside marketing partner
Giving an outside agency or consultant a scoped seat with approved performance context, while the attribution, the history and the memory stay with the agency.
- GrowthExploring
The daily marketing brief
A short morning read from Atlas and Vega: what moved, what needs a decision, and what to leave alone. It sits beside the Monday briefing that already runs.
- PlatformExploring
Organizational memory search
Ask the system what the agency already knows across its own records and playbooks, instead of asking the founder the same question again.
- ConversionExploring
Meet your agent, after booking
A confirmation page that introduces the person they are meeting, what the conversation covers and how long it takes, with one tap to confirm, reschedule or cancel.
- ConversionExploring
Qualifying questions asked by the AI
The qualifying questions from your own fact-find asked and captured in the conversation, on your script, and written to the record as answers rather than as notes.
- ConversionExploring
Taking over a live AI conversation
Stepping into a thread the AI is holding, mid-conversation, with the handover and everything said before it written to the audit log.
- ConversionExploring
Recordings, transcripts and call summaries
A leader reviewing what was actually said, with a summary beside the recording, inside the recording-consent rules that already apply.
- ConversionExploring
The conversion funnel, end to end
Received, contacted, in conversation, set, confirmed, showed and recovered, broken out by lead source and by campaign, so a cheap lead that never shows is seen for what it costs.
- AI teamExploring
Atlas directing a department
Atlas handing a question to the unit that owns it, collecting what comes back, and reporting once, instead of you asking each one.
- AI teamExploring
Reaching Atlas by text or by phone
Atlas answering outside the app, by text message and by phone call, with the same scope and the same audit trail it has inside it.
Changelog
Shipped, by month.
August 2026
- The call dock became the dialer, with inbound calls, missed-call notices and permanent per-lead dial history.
- Multi-dial engine with laps, auto-tagging and resume.
- Script-first dial session with the compliance linter and text-while-on-call.
- Credential vault with masked credentials and reveal audit.
- The audit spine: actor, module, action, subject and diff on every change, with CSV export.
- Your internal do-not-call list on every outbound path, and recording consent gating, off by default.
- Real browser calling, the CSV lead importer with saved vendor mappings, and the team hub.
- Booking pages with consent records, agent microsites and vCards.
- Month close, persistency and money views across the back office.
- Campaign builder with the fifteen-tag taxonomy and lifecycle automation.
- Finance module with share ledgers and P&L.
July 2026
- The first working build: leads, pipeline, tasks and the back-office foundation.
- Atlas introduced as the AI CEO of your agency.
Momentum forever.
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