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
API Access
Has API
Integrations
Microsoft Outlook
Adobe Marketo Engage
Aha!
Applied Rater
Azure DevOps Server
Formstack
Gainsight
GitHub
Google Calendar
HubSpot CRM
Integrations
Microsoft Outlook
Adobe Marketo Engage
Aha!
Applied Rater
Azure DevOps Server
Formstack
Gainsight
GitHub
Google Calendar
HubSpot CRM
Pricing Details
No price information available.
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
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
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