Overview
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…
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- Setup fee required
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
- About
- Competitors
- Tech Details
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.
Partner Platform Features
- Supported: Sales
- Supported: Marketing
- Supported: Client Management
- Supported: Policy Management
- Supported: Financial Management
- Supported: Agency-branded Mobile App
- Supported: Integrated Text Messaging
- Supported: Data Analytics
- Supported: Web Solutions
- Supported: Integrations with third-party tools
- Supported: Integrations with industry partners
- Supported: Insurance Trust Accounting
- Supported: Premium Trust Accounting
- Supported: Insurance CRM
- Supported: Pipeline Management
- Supported: Manage Large Complex Commercial
- Supported: Document Management
- Supported: Microsoft Outlook Integration
- Supported: Microsoft Word Integration
- Supported: Proposals
- Supported: E-Signature Integration
- Supported: Comparative Rater Integration
- Supported: Sales Dashboards
- Supported: Prospects
- Supported: Drip Campaigns
- Supported: Content Library
- Supported: Push Notifications
- Supported: Client Portal
- Supported: Agency Website
- Supported: Secure Architecture
- Supported: Downloads with 400+ carriers
- Supported: Full financial reporting
- Supported: Agency Performance
- Supported: Retention Effectiveness
- Supported: X-Date Reminders
Partner Platform Screenshots
Partner Platform Competitors
- Applied Epic
- HawkSoft
- Vertafore 360
Partner Platform Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | USA |
Supported Languages | English |
Partner Platform Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 80% |
Mid-Size Companies (51-500 employees) | 20% |
Enterprises (more than 500 employees) | 0% |