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Description

Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite.

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

Formstack Yes 
Agolix by Assessment Generator Yes 
Connectio.io Yes 
ConvertFlow Yes 
Digistore24 Yes 
DilogR Yes 
Integry Yes 
JustCall Yes 
Kixie PowerCall & SMS Yes 
MailOptin Yes 
QuickEmailVerification Yes 
RegFox Yes 
ResponseSuite Yes 
Shift Yes 
Stackreaction Yes 
StealthSeminar Yes 
TextDeliver Yes 
Uplup Yes 
Vervemail Yes 
eLearnCommerce Yes 

Integrations

Formstack Yes 
Agolix by Assessment Generator No 
Connectio.io No 
ConvertFlow No 
Digistore24 No 
DilogR No 
Integry No 
JustCall No 
Kixie PowerCall & SMS No 
MailOptin No 
QuickEmailVerification No 
RegFox No 
ResponseSuite No 
Shift No 
Stackreaction No 
StealthSeminar No 
TextDeliver No 
Uplup No 
Vervemail No 
eLearnCommerce No 

Pricing Details

$29.00/month
Basic - Starts at $29/month
Plus - Starts at $99/month
Pro - Starts at $149/month
Enterprise - Starts at $299/month

Ontraport offers a variety of plans to choose from based on the features you need. Pricing adjusts with the number of contacts in your database and users in your account. You can choose a monthly or annual plan, and all plans start with a 14-day free trial.

Additionally, Ontraport offers a Done-With-You Setup and Training Package for getting set up in your account quickly and easily. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
Free Trial Yes 
Free Version No 

Pricing Details

Contact us for pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ontraport

Founded

2006

Country

United States

Website

ontraport.com/

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Landing Page

A/B Testing Yes 
Analytics Yes 
Drag & Drop Yes 
Form Creation Yes 
Real Time Editing Yes 
Responsive Yes 
SEO Management Yes 
Templates Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification No 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

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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