Data Analytics

  • Full Financial Reporting
  • Agency Performance
  • Retention Effectiveness

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Email Integration

  • Best-in-class Outlook Integration
  • Automatically attach or use drag & drop feature

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Text Messaging

  • 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.
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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.

Large Complex Commercial

  • Manage large/complex commercial accounts
  • Import/export for large schedules
  • Efficient and automated certificate process

Built-in Insurance Accounting

  • Full Financial Management
  • Full General Ledger Accounting
  • Built-in Insurance Trust Accounting

Document Management

  • Agency-wide organization system
  • Custom folders to fit your business
  • Store, find, and retrieve quickly and easily 

Text Messaging

  • Text with customers from within system
  • Automatically attach images & conversations
  • Eliminate the inefficiency of using your personal phone and cumbersome workarounds

Email Integration

  • Best-in-class Outlook integration
  • Auto-attach or drag-and-drop
  • Inbox organization and management

Data Analytics

  • Full Financial Reporting
  • Agency Performance
  • Retention Effectiveness

  • Access Key Information on your mobile device
  • Record activities outside of the office
  • View poliy information and documents

Proposals

  • Generate professional proposals in minutes, not hours
  • Branded for your agency
  • Policy and Submission info is flooded from Partner to pre-designed templates

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