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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.