Demos
Partner Platform
A leading web-based agency management system that has client, policy, and financial management; allows you to manage large complex commercial as well as personal lines; is comprehensive and easy to use.
If you’re paying too much, your current system is too hard to use, you’re not getting the support you need, or simply feel under-served by your current provider consider Partner Platform.
Agency Management System
Partner Platform’s best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. The Partner XE management system allows you to manage client and policy details, includes built-in financial management, and offers a variety of integrations to increase your efficiency.
Data Analytics
For the agency that wants to make full use of its data to drive improvement and growth Partner Platform comes with embedded data analytics including: Full Financial Reporting, Agency Performance, and Retention Effectiveness. Put your data to use to help your agency gain insights you can use.
Agency-branded Mobile App & Web Solutions
Your agency’s brand in the palm of your client’s hand. Clients can get Auto ID cards, get a certificate, and more available in a single click. Your agency’s mobile app available in the Apple and Google Play stores.
Sales & Marketing
Partner XL’s easy to use sales and marketing tools work within the agency management system to give you the capabilities you need without having to turn to yet another system: sales analytics, sales pipeline, dashboards, prospects, proposals.