Agency Management System
Partner Platform agency management system gives you the ability to manage large and complex commercial accounts.
Marketing Automation Manager – Partner XL
You no longer need to track your sales pipeline in a spreadsheet or separate system. Partner Platform’s built-in Producer Results Manager is an integrated insurance CRM which gives you sales dashboards, pipeline management, prospect & submission tracking, proposals, x-date reminders and more within the system.
Agency Mobile App & Web Solutions – Partner Connect
Partner Platform’s agency mobile app gives your client convenient self-service options they’ve come to expect in the palm of their hand. Your agency’s mobile app, available in the Apple and Google Play stores will enable clients to:
- View Policies
- Get Auto ID Cards
- Get a Certificate of Insurance
- Start a Claim
- Make a Payment
- And more
Data Analytics
Partner Platform comes with embedded data analytics which will help your agency gain insights you can use. Produce reliable reports with the click of a button to manage your staff, business, and clients. Gain valuable real-time information on agency finances, client retention rates, new policy business growth, and more without needing specialized knowledge.