Personalized Workflows
Adapt Your Partner Platform Experience to Fit Your Workflow
Your independent insurance agency is unique. You have your own way of doing business. You have your own processes, naming systems, and priorities. Instead of making you adapt all processes to your agency management system, the Partner Platform is designed to adapt to your agency.
Experience freedom with custom naming conventions and multiple options for data entry, without losing data consistency. This allows for strong client service and standardized reporting that helps you run your agency.
Run your business the way you want. Stay independent. Your Partner Platform agency management system will make it easy to work the way you want to.
- ✔ Create custom naming conventions and use your agency’s vocabulary.
- ✔ Customize your dashboard and tracking views.
- ✔ Take the paths you prefer to enter and access data.
