Support for Brokers so you can support others.

 

Your responsibilities to each individual or family can vary widely based on their needs. eVero helps you stay organized, informed, and in control by tracking all those variables in one place. Our platform gives you a unified hub to manage your entire Self‑Direction caseload—even across multiple providers. Easily create, organize, manage, and share person‑specific documentation online, and rely on built‑in validation tools to ensure that budgets, meetings, agreements, and all required documentation meet state and program requirements.

eVero empowers better—so Support Brokers like you can be at your best.

Easily manage your entire caseload

The Broker Portal provides a single dashboard view of your full caseload—even across multiple Fiscal Intermediaries—using just one login. Access individual case details and documents, develop and monitor budgets and Staff Action Plans, document meetings, track agreements, and create and submit invoices for billable time. Everything you need is in one place.

 

Stay on top of all your budgets

Real‑time data and advanced reporting tools keep you fully informed about every budget you manage. Instantly see expenditures, remaining dollars, usage trends, and more. Set automatic alerts to notify you when budgets approach their cap, ensuring you can act proactively and avoid surprises.

Become fully digital

Say goodbye to paper forms and manual data entry. eVero’s 100% paperless platform uses automation, integrations, and a GPS‑enabled mobile app to streamline data collection and workflows. Budgets, plans, meeting notes, and other documentation are completed faster and with greater accuracy—freeing you to focus on higher‑value work.

 

Optimize your budget processes

Handle all budgeting tasks—creation, tracking, and modification—in one centralized system. Start fresh with a system template or upload an existing approved budget to manage. Automated validation tools ensure every budget, whether new or amended, adheres to all applicable rules and requirements. With eVero, you truly become a Budget Wizard.

Communicate better

Things move faster when everyone is aligned. eVero connects Support Brokers with Fiscal Intermediaries, self‑hired staff, and the individuals and families you serve. Effortlessly share budgets, documents, and reports, and communicate via real‑time text messaging. Everyone stays informed, connected, and on the same page.

 

Be positioned for success

Get help and support when you need it. The eVero Support team can be contacted four ways – phone, e-mail, web, and chat – offering you the flexibility to get assistance in the best way that works for you.  eVero Ed, our 24/7 education and training website boasts a full library of written and recorded reference material, along with numerous role-specific live webinars we conduct each month highlighting key features and best practices. And eVero University offers a more structured educational experience, with customizable learning paths based on role, featuring in-depth online courses, knowledge checks and reportable progress tracking.

 

CASE STUDY

Support Broker optimizes budget creation, management & visibility with eVero

My Applied Personal Supports (MAPS-LI) is an independent Support Broker who supports over 70 Individuals across New York State.

As this broker’s business grew and it started supporting more and more people, relying on manual paper and fax processes for budget creation, editing, and invoicing, and using multiple systems to track and manage expenditures and receivables became overwhelming, and inefficient.

Download the full Case Study to learn how eVero gave MAPS-LI  the tools and insights to more efficiently manage budgets, invoices, documentation, and communicate with Individuals and their families.

Download Now

Making Brokers Lives Easier!

eVero makes being a broker so much easier by putting everything at my fingertips. Listening to ideas or concerns is always valued and eVero works with you to find solutions or ways to improve the user experience with the platform. They put on great presentations and other training opportunities that lets you know they value you as a user.

Justin S.
Advocates Incorporated

eVero simplifies the budget process. The layout of all the various parts of the budget both for the family and Broker very easy to follow and understand.

Calvin D.
Independent Support Broker

eVero is very comprehensive! I can easly stay on top of all the moving parts of Self-Direction, and all functions are available in this platform and app making it easy to do everything in one spot.

Angel N.
Independent Support Broker