Centrical is a performance-driven Microlearning and Employee Engagement platform that utilizes a gamification engine to align frontline employee behavior with business KPIs. The system operates as a performance intelligence layer that ingests real-time data from CRM and Contact Center platforms to trigger personalized coaching and training interventions.
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Partner Platform
Score1 out of 10
Small Businesses (1-50 employees)
The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the
entire life-cycle of the agency’s client relationship from pre-sales to servicing
to renewal in a unified system that has: sales & marketing client, policy,
& financial management agency-branded mobile app integrated text messaging data…
It is appropriate and I am sure it will meet your organization's needs if you are looking for an end to end Learning Management System, where you can design and upload content for your different programs. Centrical is also highly recommended if you are looking to gamify programs. Another strong point is performance management as it allows for real-time KPI information and analysis and for some precision on-demand learning. It does not have a plug and play course catalog, so it isn't a solution if you are looking for a catalog of courses for employee development.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Prospect side of system lacks functionality of the client side.
No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
"Quick Summary" profiles lack functionality of true client profile area.
No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.
Overall, this is a great product, with many flexible and value-add characteristics. The variety of flavors it offers to configure learning and performance management solutions from scratch, together with a strong team behind it and the appropriate support channels, make this an ideal option for most organizations.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think it is a great system if a policy and or changes download. After that, in our experience, all the manual entry is very difficult. In my opinion, it appears to be built by tech people and not insurance people.
There is a dedicated support team available and a support platform 24/7. Tickets are worked on quickly and a sense of urgency is understood by the provider. Feedback is taken into consideration, and one thing that makes a huge difference for me is the fact that there is a product development team that constantly reaches out and enhances the product to adapt to clients' needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We selected Centrical especially because of the ease to configure and how you may integrate compelling narratives into your programs. It makes a big difference to add personality to it. You may use the "out of box" options, but also you can configure your own based on your needs. This user-friendly platform is also guaranteed to be secure and compliant to PCI standards, which makes a huge difference.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
