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Partner Platform

Partner Platform

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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Recent Reviews
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Pricing

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Partner Platform

Partner Platform

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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…

Entry-level set up fee?

  • Setup fee required

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product 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

Screenshot of Home screen with configurable viewsScreenshot of Quickly access client & policy detailsScreenshot of Real-time sales dashboardsScreenshot of Agency-branded mobile appScreenshot of Built-in text messaging

Partner Platform Competitors

Partner Platform Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUSA
Supported LanguagesEnglish

Partner Platform Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)80%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(2)

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
June 09, 2022

Unless you're a small Personal Lines or small Commercial Agency - don't buy it!

Verified User
Professional in Marketing
Insurance Company, 51-200 employees
Score 1 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
Migrated from Applied TAM to SIS Partner. Used across the entire organization as agency management system.
Pros and Cons
  • Good search function in documents.
  • Easy to drag emails/documents into the system and attach to client profile.
  • 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.
Likelihood to Recommend
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.
Most Important Features
  • Can't think of any...not a single person I've talked to in the agency is happy with this system.
Return on Investment
  • Believe management choose the system strictly based on price and you get what you pay for.
  • That's what happens when you're owned by a bank that doesn't get/understand insurance.
Alternatives Considered
Horrible! There are other systems that would have been better than this, even if management didn't want to spend the $$$ to upgrade to Epic...
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