Was your last upgrade too big & too complex? 

Does this sound like a better fit for your agency?

No need for

dedicated IT specialists

to implement and

learn the system

A learning curve

measured in weeks

not years

Immediate savings

without the need

to reduce headcount

With Partner Platform you’ll get:

  • A Top 3 agency management system used by IIABA Best Practices agencies
  • Comprehensive conversion experience having helped over 200 agencies transition from Applied
  • An innovative, easy to use management system with deep capabilities you’ll actually use
  • Relevant and effective training initially and ongoing
  • Long term affordability

My agency began using the Partner Platform in 2016 after having moved from the EPIC program.  The reasons we began looking were due to the complexity of the system and that it didn’t seem like it was well suited for an agency of our size (10 employees).  The transition to the Partner Platform has been positive.  The software works well, the support is excellent and the program continues to evolve and improve.  In addition, me and my team have attended regional learning events and found them to be educational and valuable in gaining the knowledge we’re after to continue to get the most from the system.

Richard Lutz

Owner, Bi-County Insurance

Contact Us to learn whether Partner Platform is right for you