Andrea Nelson
Unisource Insurance
“(Partner Platform is) … just much more user-friendly. Thanks to that, we’re getting more out of the software in these first fifteen months than we have in the past 25 years.”
Warren Jeffords
Jeffords Insurance Agency
“Changing agency management systems is a major decision. After looking at various options, we choose Partner Platform. There were a number of reasons why but the main ones were capabilities of the software and the depth of the data conversion. They lived up to their end of the bargain… The training was outstanding and we’re glad we made the move to the Partner Platform.”
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 200 agencies transition from Applied
- An innovative, easy to use management system with deep capabilities you’ll actually use
- Relevant and effective training initially and ongoing
- Long term affordability