Capture Email Conversations with Partner Platform’s Outlook Integration
Capturing email communications in your insurance agency management system is essential for E&O and strong client service.
The Partner Platform is designed to work seamlessly with Outlook, enabling significant productivity improvements without any change in how you already work. Agencies leverage the auto attach capability to ensure all client inbound and outbound email communications are captured in the system.
This unique innovation and one of a kind email integration saves insurance agencies hours of work while ensuring better E&O protection.
Check out our guide on Cracking the Productivity Code and learn email best practices for your independent insurance agency.