Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A cloud-based platform guarantees that you can avoid the hassle of purchasing and managing servers in your workplace. Agency Office hosts all its applications and websites from a top-tier data center located in the UK, utilizing a robust array of servers that operate on a virtualized infrastructure. These servers are designed with a load-balanced and highly resilient architecture, featuring automated failovers, real-time backups, consistent off-site backups, and redundant hardware systems. The software is tailored for business transfer agents and commercial property agents. Agency Office offers cloud-hosted customer relationship management (CRM) software and leading responsive websites specifically for commercial property and business transfer agents. With cloud-based solutions, you can rest assured that server management is no longer a concern for your offices. Our design follows best practices for menu and screen layouts, ensuring a user-friendly experience through commonality in interface design. By leveraging these advanced technologies, we enhance operational efficiency and provide peace of mind for our clients.
Description
Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner.
You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Applied Rater
No
Formstack
No
Microsoft Outlook
No
Microsoft Word
No
PL Rating
No
RMail
No
Integrations
Applied Rater
Yes
Formstack
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
PL Rating
Yes
RMail
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Contact us for pricing
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Agency Office
Country
United Kingdom
Website
www.agencyoffice.net/cloud
Vendor Details
Company Name
Strategic Insurance Software, LLC
Founded
1995
Country
Columbus, OH
Website
www.sisware.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
No
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
No
Multiple Line Rating
No
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
No
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No