Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your daily presales tasks by analyzing your presales operations for enhanced outcomes. Achieving more technical victories is essential, as both presales leaders and contributors seek improved methods to execute their responsibilities effectively. By optimizing presales processes, organizations can unlock millions in additional revenue without the need for extra personnel. Our dedicated team is here to support your success. Manage your operations efficiently, as Hub equips you with essential insights to lead your team effectively. Take charge of your presales activities and maximize your productivity to secure more business. Sales engineering stands at the core of your go-to-market strategy. Empower your executive team and board members with improved oversight through detailed technical sales metrics, showcasing sales activities clearly. Justifying investments and optimizing your resources is crucial, as is ensuring compliance with security protocols while delivering measurable ROI. Additionally, contextualizing your investments will enhance decision-making and drive further success.
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
Yes
API Access
Has API
Yes
Integrations
Microsoft Outlook
Yes
Aha!
Yes
Applied Rater
No
Azure DevOps Server
Yes
Formstack
No
Gainsight
Yes
GitHub
Yes
Google
Yes
Google Calendar
Yes
HubSpot CRM
Yes
Integrations
Microsoft Outlook
Yes
Aha!
No
Applied Rater
Yes
Azure DevOps Server
No
Formstack
Yes
Gainsight
No
GitHub
No
Google
No
Google Calendar
No
HubSpot CRM
No
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
No
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Hub
Country
United States
Website
hub.inc/
Vendor Details
Company Name
Strategic Insurance Software, LLC
Founded
1995
Country
Columbus, OH
Website
www.sisware.com
Product Features
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