“We saw a company that reminded us of our agency.”

This is a sentiment we often hear from our Partner Platform agencies – that they saw themselves in our team and us. That’s what makes us more than a provider but a real partner with each agency we serve.

The community we created echoes that partnership: it’s fueled by innovative collaborators in our agency, technology, and industry partners. With their help, we’re able to stay ahead of the curve and equip our Partner Platform agency management system and insurance CRM to harness future opportunities while providing the service and care our agency customers appreciate today.

Our innovative community includes:

The Partner Platform User Community

Our Partner Platform User Community is at the heart of everything we do. Partner Platform users stay engaged with one another through Regional Learning Workshops, monthly webinars, and access to always available online resources. We address frequently asked questions in each arena and hear agency insights on improving operations and maximizing recent system enhancements and updates.

The Partner Platform Board

As part of the Partner Platform User Community, we have ten individuals representing agencies across the country on our Partner Platform Board. This Board meets quarterly, once in person and three times virtually. Each meeting covers industry events, direction of the Partner Platform system, common agency issues, and how we can continue collaborating to improve every aspect of agency life. This regular, direct input from agency owners and operational managers is critical to shaping the Partner Platform system.

Partner Allies

To best address our Partner Platform agencies’ needs, we need the best technology partnerships. That’s when we turn to our Partner Allies, a group of technology partners that bring innovation and expertise to the Partner Platform system.

Each Partner Ally connection is born out of a relationship. Whether we’re connected by a Partner Platform agency, another Partner Ally, or other means, each Partner Ally comes to us because they have a unique value to our agencies. Aspects of the relationship include technical discussions, improving how we support our shared clients and discussing go-to-market strategies.

Partner Platform Industry Partners

Along with our technical-focused Partner Allies, we also foster strong connections with valuable insurance industry groups. These groups are constantly looking to the future and have a first-hand view of coming agency challenges and opportunities. We look to these industry partners for input and advice on improving customer experience, streamlining operations, and keeping our Partner Platform agencies equipped for the future.

We are active members of ACT, AUGIE, ACORD, IVANS, and many other industry groups that bring agents, vendors, and carriers together to promote standards and the betterment of the industry.

Discover More About Our Community Today

If there’s one thing we’ve learned about our Partner Platform Community, it’s that the more perspectives we have, the better we can be. Learn more about how you can add your agency’s voice to our community: get in touch at 800.747.7005, Option 6, or [email protected].

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