Partner Platform offers you a fast-track to a comprehensive platform to enable your agency:
Agency Management System
- Client Management
- Policy Management
- Financial Management
Sales & Marketing
- CRM
- Marketing Communication
- Proposals
Client Access
- Agency Mobile App
- Client Portal
- Agency Website
Communication
- Email, Text, Word integration/letters
- Automatic drip campaigns
- Professionally written content
library including sample campaigns
and newsletters, birthday &
holiday cards, and more
Microsoft Integration
- Outlook
- Word
- Excel
Comparative Rater Integration
- Integrations with the industry’s most
popular raters