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Challenge the Status Quo

More than an agency management system,

Partner is who we are

View Partner Platform What’s Important to You

An agency management system that delivers: capabilities for a competitve advantage, a team you trust, and long-term affordability—with Partner Platform, your agency gets it all.

Agencies considering a new insurance agency management system want less. Less complexity, less risk in a transition and less frustration in costs and service. Partner Platform’s insurance agency management system delivers more. A refreshing and unique combination of ease of use, personalized service, and affordability to help your agency achieve your goals.

What’s important to you?

Greater ease of use for a competitive advantage

Partner Platform is an agency management system that is easy to use yet comprehensive to manage large, complex clients. Clients describe the Partner Platform agency management system as intuitive with a depth of capabilities and integrations for the high demands placed on today’s independent insurance agency. Included AND integrated are innovative sales, marketing, and financial management capabilities along with breakthrough business analytics and reporting

Affordability

Reduce the cost you pay for insurance agency management software without sacrificing capabilities. Behind people and office expenses, your agency management system is likely your largest expense – and the only one you might reasonably do something about. Partner Platform agency management system offers relevant capabilities at a price you can afford.

Great Customer Service

Agencies focused on a quality customer experience expect that from key providers. The agency management system provider is no exception. Agencies that choose the Partner Platform as their agency management software want to matter as a client and expect that to be reflected in the service and support they receive. Clients consistently praise Partner Platform’s staff for treating them the way they serve their own clients.

A Safe Transition

Transitioning to a new agency management system can be challenging. Partner Platform has helped close to 1,000 agencies transition from every major system and chances are it’s likely one you’re using. You’ll work with a dedicated team, receive a comprehensive conversion designed to reduce your risks, eliminate uncertainty and minimize your downtime.

The Total Relationship

Reducing your costs and saving is money is great as part of the relationship yet the agencies choosing the Partner Platform want more. Independent insurance agencies want a relationship with a partner they trust and is more than just an insurance software vendor. Partner Platform offers relevant capabilities, a safe and proven conversion experience, training to help you be effective, support when you need it, and a community of high quality agency peers who value relationship, service, and innovation – all while saving money. All this so you can focus on the outcomes you care about – your agency, your clients, your livelihood.

Partner Platform agency management system capabilities

Large, Complex Commercial

Manage Complex Commercial Lines

Built-in Insurance CRM

Built-in Insurance CRM

Agency Branded Mobile App

Agency Branded Mobile App

Producer Mobile App

Producer Mobile App

Built-in Insurance trust Accounting

Built-in Insurance Trust Accounting

Marketing Automation Manager

Marketing Automation Manager

Partner Client Portal

Partner Client Portal

Text Messaging

Text Messaging

Reporting and Business Intelligence

Reporting and Business Intelligence

Sales Analytics & Dashboards

Sales Analytics & Dashboards

Insurance Agency Websites

Insurance Agency Websites

Email Integration

Email Integration

Secure Architecture

Secure Architecture

Proposal Creator

Proposal Creator

Integrations

Integrations

Document Management

Document Management

Today’s agency that chooses Partner…

wants meaningful business outcomes around growth, retention, and achieving a competitive advantage. They want relevant capabilities that can be easily implemented in the daily life of the agency, a provider that listens and responds through continuous product improvements, and a team that is easy and enjoyable to do business with and offers long term affordability.

Pam Thompson

Pam Thompson

Turbeville Insurance Agency – Columbia, SC

“Partner is innovative, responsive, and the team is energetic and committed to making the product better. Our voice is finally being heard and our agency is valued. Looking back we should have made the switch sooner!"

Max Van Wyk

Max Van Wyk

Van Wyk Risk Solutions
Grand Rapids, MI

“What I often tell an agency owner is ‘If you want to be a number, stay where you are. If you want someone who will partner with you, you better be talking to SIS.”

Debra Harp

Debra Harp

THW Insurance Services
Lebanon, TN

“From beginning to end it was a success. They took us step by step through everything. We didn’t have to worry about the conversion or losing data. They were very reassuring. We love working with all of the team members. They are easily accessible and almost like family. It has been a great experience.”

See the Partner Platform for Yourself