Agency Management SystemPartner Platform
- Text with clients through the Partner Platform!
- Leverage automated text messaging campaigns to text clients when a policy is coming up for renewal, when a payment is late, or for whatever is needed.
Partner Platform – Agency Management System
Achieve consistency, quality and excellence throughout your agency.
Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.
Partner XE Mobile App
- Access Key Information on your mobile device
- Record activities outside of the office
- View policy information and documents