“Half as much, twice as easy.”

-Former TAM client describing the Partner Platform

If You’re looking for a Partner. Partner Platform includes:

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

TAKE A LOOK!

Andrea Nelson

Andrea Nelson

Unisource Insurance

“(Partner Platform is) … just much more user-friendly. Thanks to that, we’re getting more out of the software in these first fifteen months than we have in the past 25 years.”

Deanna Stonecipher

Deanna Stonecipher

The Insurance House

“Our agency has been on the Partner Platform since February of 2019 and we are loving it! The switch over from my former provider was remarkably easy.”

Warren Jeffords

Jeffords Insurance Agency

“Changing agency management systems is a major decision.  After looking at various options, we choose Partner Platform.  There were a number of reasons why but the main ones were capabilities of the software and the depth of the data conversion.  They lived up to their end of the bargain…  The training was outstanding and we’re glad we made the move to the Partner Platform.”

Contact us for a no hassle, pressure free conversation. You’ll be glad you did.