Client Management
Keep the entire book of business in one searchable place — enrollments, contact details, plan types, and a full history of every interaction.
Agent Portal
Current agents can sign in to Evrcad below. If you are considering a career with The Dynasty Group, this is the toolkit our team uses every day.
Agent toolkit
Built for Medicare agents
Dynasty Group agents work in Evrcad, a CRM designed for Medicare agencies — not a generic sales tool adapted after the fact. Compliance, analytics, and client management sit in one workflow, so more of the day can go to conversations and less to paperwork.
Evrcad was built for how agents actually work in the field: leads, appointments, Scope of Appointment forms, carrier data, and follow-up in a single place.
Sign in to Evrcad
Licensed Dynasty Group agents can open the CRM here. New to the team? Reach out and we'll walk you through access.
What agents get in Evrcad
The tools most independent agents piece together on their own — already connected, and already pointed at Medicare work.
CMS-Compliant SOA Forms
Digital Scope of Appointment forms with e-signatures, automatic 48-hour compliance windows, and 10-year record retention so you stay audit-ready.
Secure Data Storage
HIPAA-ready infrastructure with 256-bit AES encryption, audit logging, and AWS hosting (SOC 2 Type II / ISO 27001). Client data is never used to train AI.
Analytics Dashboard
Watch production, conversion activity, and team performance in real time so you can coach and plan from the numbers — not from a spreadsheet.
Team & Role Management
Owner, manager, and agent roles with clear permissions. Run the team with accountability built into the workflow.
Carrier Import
Import client data from major Medicare carriers — including Humana, UnitedHealthcare, and SelectHealth — so records stay current without re-keying.
From lead to sync
Evrcad is meant to cover the full client path — without chasing forms, notes, and carrier portals across different apps.
01
Track the whole book
Clients, enrollments, and field activity live in one record. No more scattered notes or group-text follow-ups.
02
Stay audit-ready
SOA forms, compliance windows, and retained records are built around CMS requirements — not added as an afterthought.
03
See the agency clearly
Dashboards, a geo-verified time clock, and team visibility give managers a live picture of how the field is performing.
More of the daily toolkit
Beyond the CRM core, Evrcad can keep phone, field time, and recordings next to the client file.
Business phone & SMS
Calls and texts from a dedicated Evrcad business line, with history attached to the client record.
Secure call recording
Record and review conversations in the same workflow you already use for notes and enrollments.
Field time clock
Geo-verified clock-ins so managers know where agents are working — without another app to check.
Security and compliance
Client information is treated as protected from the moment it is entered. Evrcad's platform is built around Medicare agent requirements, not generic cloud storage.
- HIPAA-ready handling, with BAAs in place for data processors and PHI encrypted in transit and at rest.
- 256-bit AES encryption on AWS infrastructure certified to SOC 2 Type II and ISO 27001.
- Client data is never used to train AI models — the book of business stays with the agency.
- Every action is logged with a timestamp. CMS-required SOA records are retained for 10 years.
Ready to get in?
Current agents can open Evrcad now. If you want to build a Medicare career with The Dynasty Group, we'd like to hear from you.