TrustRadius: an HG Insights company

Partner Platform

Score1 out of 10

3 Reviews and Ratings

What is Partner Platform?

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 analytics
  • web solutions
  • integrations with third-party tools and industry partners.

Categories & Use Cases

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Screenshots

Home screen with configurable views

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationApple iOS, Android
Supported CountriesUSA
Supported LanguagesEnglish

FAQs

What are Partner Platform's top competitors?
Applied Epic and HawkSoft are common alternatives for Partner Platform.
Who uses Partner Platform?
The most common users of Partner Platform are from Small-Business.