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Partner XE is a versatile tool that has been widely used by independent insurance agents to streamline their operations and improve client …
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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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
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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% |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
Partner XE is a versatile tool that has been widely used by independent insurance agents to streamline their operations and improve client management. One key use case of Partner XE is its ability to consolidate client information from multiple insurance companies into one common database. This feature allows agents to easily access and manage all client data without the need to switch between different systems or platforms. Users have praised the software for its automatic updates feature, which enables them to seamlessly download changes and renewals from insurance companies, ensuring that client files are always up-to-date.
Another valuable use case of Partner XE is its capacity to facilitate a transition to a paperless work environment. By eliminating the need for physical filing cabinets, the software helps agents save space in their offices and reduces the time spent searching for documents. In addition, Partner XE offers agency management, customer relationship management, and policy management functionalities, making it a comprehensive solution for independent insurance agents. Users appreciate the ease of inputting basic client information and leveraging the automatic download of policy information, which streamlines their workflows and improves efficiency.
Furthermore, Partner XE provides a centralized space for shared documents related to specific clients. This feature enables collaboration among team members and ensures that everyone has access to important files and information when needed. Additionally, users have found value in the cross-selling capabilities that Partner XE offers. With this product, agents can identify potential cross-selling opportunities among their current clients without having to manually search through each individual's policy details.
Overall, Partner XE has proven successful as an agency management system across entire organizations. Its robust features and user-friendly interface make it an indispensable tool for independent insurance agents seeking to consolidate client information, automate processes, and enhance collaboration within their teams.
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