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Challenge the Status Quo

When selecting an agency management system independent insurance agencies no longer have to choose between capabilities you need, a team you trust, and a price you can afford – with the Partner Platform your agency gets it all.  

Partner Platform’s insurance agency management system delivers a refreshing and unique combination of capabilities, service, and affordability to help your agency achieve your goals.

Learn More    What’s important to you?

I’m interested in

Capabilities that fit my agency

Achieve consistency, quality and excellence throughout your independent insurance agency with an agency management system that is easy to use and comprehensive.

The Partner Platform is intuitive, comprehensive, with tools and capabilities for the high demands placed on today’s independent insurance agency. Included AND integrated are innovative sales, marketing, and financial management capabilities along with breakthrough business analytics and reporting.

Cut my bill

Reduce the cost you pay for insurance agency management software without sacrificing capabilities.

Behind people and office expenses, your agency management system is likely your largest expense — and the only one you might reasonably do something about.

Partner Platform agency management system offers relevant capabilities at a price you can afford.

Great customer service and responsive support

Independent agencies who deliver a quality customer experiences expect that from key providers — their agency management system is no exception.

Agencies that choose the Partner Platform as their agency management software are looking for service and support that they’ve been lacking from other providers. 

Clients consistently praise Partner Platform’s staff for treating them the way they serve their own clients.

 

A safe transition experience

Transitioning to a new agency management system can be challenging – Partner Platform has helped over 800 agencies transition from every major system.

You’ll receive a comprehensive conversion and a dedicated team to be there by your side as you make the transition.

The total relationship

Often, it’s about more than just saving money on your agency management system. You want a relationship with a partner that you trust and is more than just an insurance software vendor.

Partner Platform offers relevant capabilities, a safe and proven conversion experience, training to help you be effective, support when you need it, and a community of high quality agency peers who value relationship, service, and innovation – all while saving money. 

All this so you can focus on the outcomes you care about – your agency, your clients, your livelihood.

Partner Platform agency management system Capabilities

Large, Complex Commercial

Manage Complex Commercial Lines

Text Messaging

Text Messaging

Proposal Creator Icon

Proposal Creator

Proposal Creator Icon

Secure Architecture

Sales

Producers Results Manager

Integrated Accoutning

Integrated Accounting

Mobile App

Mobile App

Mobile App

Agency Branded Mobile App

Marketing Automation Manager

Marketing Automation Manager

Document Management

Document Management

Dashboards

Sales Analytics & Dashboards

Dashboards

 

Insurance Agency Websites

Email Integration

Email Integration

Reporting

Reporting and Business Intelligence

Partner Client Portal

Partner Client Portal

Interactions

Integrations

Pam Thompson

Pam Thompson

Turbeville Insurance Agency – Columbia, SC

“Partner is innovative, responsive, and the team is energetic and committed to making the product better. Our voice is finally being heard and our agency is valued. Looking back we should have made the switch sooner!”

Max Van Wyk

Van Wyk Risk Solutions – Grand Rapids, MI

“What I often tell an agency owner is ‘If you want to be a number, stay where you are. If you want someone who will partner with you, you better be talking to SIS.”

Debra Harp

THW Insurance Services – Lebanon, TN

“From beginning to end it was a success. They took us step by step through everything. We didn’t have to worry about the conversion or losing data. They were very reassuring. We love working with all of the team members. They are easily accessible and almost like family. It has been a great experience.”

See the Partner Platform for Yourself