Agency Management System
Partner PlatformPartner 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.
- Manage large/complex commercial accounts
- Import/export for large schedules
- Efficient and automated certificate process
- Full Financial Management
- Full General Ledger Accounting
- Built-in Insurance Trust Accounting
- Agency-wide organization system
- Custom folders to fit your business
- Store, find, and retrieve quickly and easily
- Text with customers from within system
- Automatically attach images & conversations
- Eliminate the inefficiency of using your personal phone and cumbersome workarounds
- Best-in-class Outlook integration
- Auto-attach or drag-and-drop
- Inbox organization and management
- Full Financial Reporting
- Agency Performance
- Retention Effectiveness
Partner XE Mobile App
- Access Key Information on your mobile device
- Record activities outside of the office
- View policy information and documents
- Generate professional proposals in minutes, not hours
- Branded for your agency
- Policy and Submission info is flooded from Partner to pre-designed templates