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Partner Platform Pricing Overview
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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…
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Partner Platform Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
BindHQ
What is BindHQ?
BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue.BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures, and once the user is…
Zinnia SmartOffice
What is Zinnia SmartOffice?
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.
Life Design Analysis
What is Life Design Analysis?
Life Design Analysis is a life insurance sales enablement software. It is designed to help insurance agencies present and sell policy options to potential customers. Life Design Analysis has the capability to create reports comparing different policies and make presentations from them. It also…