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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Leveraging the vast potential of our marketing intelligence platform, which includes the expertise of our dedicated digital marketing professionals, you can shift your focus from merely managing your business to truly enhancing it! As a valued partner of Clickx, your clients benefit from outstanding digital marketing solutions. Each client gains access to an all-encompassing dashboard that allows them to monitor crucial metrics related to their marketing efforts with ease. Our offerings ensure complete transparency, proudly branded with your agency's name. Now is the ideal moment to establish your own agency; however, it's essential to have a unique selling proposition (USP) and compelling case studies that showcase your achievements. At Clickx, we are committed to assisting our partners in fine-tuning their services to capture interest and provide essential offerings. We will craft your agency's video sales letter, funnels, and lead magnets, along with supplying valuable content that sets your agency apart from the competition. When agencies collaborate with Clickx, our focus remains on ensuring client satisfaction while our partners concentrate on expanding their agencies. In this way, both your agency and your clients thrive together.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Applied Rater
Facebook Ads
Formstack
Google Ads
Google Analytics
Google Business Profile
Google Search Console
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
Meta Ads
Microsoft Outlook
Microsoft Word
PL Rating
RMail
Slack
Unbounce
Wufoo
YouTube

Integrations

Applied Rater
Facebook Ads
Formstack
Google Ads
Google Analytics
Google Business Profile
Google Search Console
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
Meta Ads
Microsoft Outlook
Microsoft Word
PL Rating
RMail
Slack
Unbounce
Wufoo
YouTube

Pricing Details

$799 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clickx

Founded

2015

Country

United States

Website

www.clickx.io

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.com

Product Features

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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