SIS Logo for LPs

“Half as much, twice as easy.”

-Former Applied client describing the Partner Platform

If You’re looking for a Partner. Partner Platform includes:

  • A Top 3 agency management system used by IIABA Best Practices agencies
  • Comprehensive conversion experience having helped over 200 agencies transition from Applied
  • An innovative, easy to use management system with deep capabilities you’ll actually use
  • Relevant and effective training initially and ongoing
  • Long term affordability

Andrea Nelson

Andrea Nelson

Unisource Insurance

“(Partner XE is) … just much more user-friendly. Thanks to that, we’re getting more out of the software in these first fifteen months than we have in the past 25 years.”

Deanna Stonecipher

Deanna Stonecipher

The Insurance House

“Our agency has been on the Partner Platform since February of 2019 and we are loving it! The switch over from my former system was remarkably easy.”

Kirk Haldeman

Kirk Haldeman

The Pinnacle Group

“Our download and transition of our data went smoothly. At first, we kept two workstations up and active, so we could check. We realized we didn’t need them; everything was in the right place.”

Contact us for a conversation. We would love to understand how we can help.