Partner XE

Details

Partner Platform’s best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.

Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales & marketing; client, policy, & financial management; agency mobile app; integrated text messaging; data analytics; web solutions; and integrations with third-party tools and industry partners.