Maximize Client Retention
Eliminate double data entry and make the most of your agency’s accounting data using one cohesive system. Pull a host of reports including balance sheets, agency commission, sales and retention by criteria.
Outlook Email Integration
Effortlessly capture client and prospect communications with Partner’s drag and drop Microsoft Outlook email integration. Reduce E&O risk and store emails directly within Platform, making for a better client relationship.
Document and Policy Management
Set your agency up for success. Store, retrieve and share client information creating a more streamlined day to day workflow within Partner Platform.
With direct access to over 300 carrier sites directly in Platform, maximize agency automation through downloads.