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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
HubSpot Customer Platform Yes 
Jira Yes 
Microsoft 365 Yes 
Outreach Yes 
PL Rating No 
RMail No 
Salesforce Yes 
Slack Yes 
Workato Yes 
Zendesk 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 
HubSpot Customer Platform No 
Jira No 
Microsoft 365 No 
Outreach No 
PL Rating Yes 
RMail Yes 
Salesforce No 
Slack No 
Workato No 
Zendesk 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 

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