Write More Business
Producer Results Manager
Streamline your sales processes with a CRM designed for independent insurance agents. Accurately track prospects directly within the Partner Platform, allowing for a clear picture of forecasted sales potential.
Marketing Automation Manager
Revamp your agency’s insurance business marketing using a combination of email, SMS messaging and letter automation. Gain access to over 100 pre-built, professionally written templates to add value and improve your clients and prospects level of engagement.
Advanced Reporting
Forecast revenue and capture reliable, real time agency data using pre-built reports and dashboards. Leverage and gain insights into crucial key business metrics.
Integrated Texting
Send and receive SMS messages to clients directly from Partner. Eliminate personal cell phone use and save SMS conversations into clients file, allowing for E & O compliancy.