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It’s been said “powerful partnerships generate prosperity.”

At Partner Platform, we couldn’t agree more.

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Mary Eisenhart

Mary Belka

Eisenhart Consulting

“There are many agency management systems available to independent agents today. Choice is great and so is understanding what is right for your business. The Partner Platform from Strategic Insurance Software is one that my clients have enjoyed for its depth of capabilities and ease of use. They also have a comprehensive conversion process which seems unique, as well as willing and helpful ongoing customer support. I’d encourage agency owners and their teams to consider Partner in their evaluation of an agency management system.”

Chad Van Camp

Chad Van Camp

Family Insurance Center

Keystone Member Agency

“The service is head and shoulders above what we experienced with our old provider. It’s unbelievable how willing they are to respond and adapt to support us as an agency.”

John Ison

John Ison

Ison Insurance

Keystone Member Agency

We’ve worked with Partner since 2013 after 5 years on Applied TAM.  Beyond the obvious savings, the software capabilities, the service and the team at Partner have made this one of my best business decisions.  If you’re considering a new agency management system, I encourage you to give the Partner Platform a look as I believe you’ll enjoy what you see.

Why Partner Platform?

Partner Platform is a Top 3 management system among IIABA Best Practice Agencies. Our focus is partnering with like-minded agencies to deliver an innovative, intuitive agency management system backed with exceptional service.

With Partner Platform You’ll Get:

  • Comprehensive conversion experience having helped over 500 agencies transition from every major system
  • An innovative, easy to use management system with deep capabilities including sales, marketing, and client portals
  • Relevant and effective training initially and ongoing
  • Long term affordability

See the Partner Platform in Action

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Contact us to learn how the Partner Platform is helping other Keystone agencies.