Increase productivity and accuracy with the Partner Platform

Accounting for your insurance agency should be easy and accurate. With the Partner Platform’s fully integrated insurance agency accounting your client information, policy information, and financial information is all organized in one system.

Eliminate third-party software and dual-entry with built-in insurance trust accounting. Your agency will have real-time insights into key financial and performance data, enabling you to better serve your clients and more effectively grow your business.

  • Financial Management
  • Insurance Trust Accounting
  • Premium Trust Accounting
  • Full General Ledger Accounting

Check out our blog articles on Agency Accounting

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