It’s hard to believe a new decade is here, and it’s a special one for us here at Partner Platform. We recently celebrated our 10th anniversary and are looking forward to the decade to come. As an agency-focused provider, we’re dedicated to giving our Partner Platform...
Partner Client Portal
Partner Client Portal Self-Service powered by the Partner Client Portal The Client Portal provide secure online access for your client’s to their information 24 hours a day, 7 days a week. With Partner’s online self-service portal, accessing policy information and...
What to Expect at the 2019 Partner XE Community National User Conference
Here at Strategic Insurance Software, there is one thing I am most looking forward to in 2019: the Partner XE Community National User Conference.
Modeling Agency Workflow Efficiency
Every minute counts when it comes to your agency operations. There’s no time to waste in an industry with such tight margins. The difference between gaining and losing a customer can come down to which agency reached out first, so quick action is valued. But, speed isn’t the only factor – quality counts, too. How can you speed up your agency operations without sacrificing your personalized service?
Get more tips to improve agency operations with these Top Sites to Streamline Agency Operations
Leading Your Agency into the Digital Age
The average insurance agent is 59 years old. That means they’ve lived through multiple insurance agency systems, having been in the workforce through the advent of PCs, the rise and fall of CD-ROMs, the introduction of email and Google, and a whole host of other major technological changes. And it’s time to embrace another.
Recent Articles
Announcing Partner Platform’s 2020 Updates
Do You Know What You’re Missing? The Top Management System Tech of 2020
Your agency management system is the hub of your agency. It’s the center of your data, the place through which almost all your processes flow, and the one piece of technology designed to help you work more efficiently. But chances are you haven’t updated your...
Insurance Agency Marketing for the Generations (2020)
As of today, there are at least four different generations in the market for insurance, and their needs cover the insurance spectrum. So, too, do the means of insurance agency marketing required to reach them. Though there is some overlap in generational preferences,...