Partner Platform is more than an AMS… it’s a true platform. 

Partner Platform is an industry-leading comprehensive system that is easy to use. Designed for the agency that is looking for a trusted partner, affordability, ease of use, and that wants to take advantage of new technology. The Partner Platform includes:

Partner Platform includes:

Agency Management

Partner XE is a leading web-based agency management system that has client, policy, and financial management, allows you to manage complex commercial accounts, is affordable, and easy to use. Partner XE is a Top 3 agency management system among IIABA Best Practice Agencies.

Core Capabilities include:

• Best in class Outlook integration
• Built-in Accounting designed for an independent agency
• Large complex Commercial
• Document Management
• Text Messaging
• Proposal Creator
• Agency Analytics
• Mobile App
• Integrations and Industry Partners

Sales & Marketing

Partner XL’s easy to use sales and marketing tools work within the same platform to give you the capabilities you need without having to turn to yet another system. Partner XL contains:

• CRM – a purpose-built insurance CRM which offers: sales analytics, sales pipeline, dashboards, prospect tracking, submission tracking, proposals.
• Marketing – marketing automation manager offers: drip campaigns, content library, text messaging, targeted text campaign management, mobile push notifications, and more.

Client Mobile App + Portal

Your agency’s mobile app available in the Apple and Android app stores. Your client’s have access to the self-service tools they expect in the palm of their hand.