Producer Results Manager
Write more business with Producer Results Manager
The Producer Results Manager (PRM) is a CRM purpose built for independent insurance agencies. With its user-friendly design and navigation, this innovative sales tool is completely integrated into Partner Platform and eliminates the need for third-party software and spreadsheets to track sales activities.
Producers can better manage their pipeline using the one click scheduler for follow up tasks, create, send multiple policy applications to carriers using pre-populated ACORD forms, eliminating double entry of policy details and prospect information, saving agents time. Partner’s PRM is a complete customer relationship management solution to convert prospects into lasting clients.