View Our Demos
Thank you for your interest in learning more about the Partner Platform, a complete leading web-based agency management system for agencies maximizing growth and retention. The videos below will provide you with a great overview of the Partner Platform and how it’s helping agencies like yours. Take a look and let’s start a conversation to learn more about your agency and what is important to you.
The Partner Platform includes:
Partner XE: complete agency management system including integrated insurance accounting and complex commercial management capabilities.
Partner XL: integrated sales and marketing automation capabilities for agencies looking to maximize producer effectiveness and more easily automate communication with clients.
Partner Connect: provide a personalized digital experience for your clients through an agency branded mobile app, portal and website.
Data Analytics: real-time business intelligence that is easy to use and provides insights key metrics that impact overall agency performance.