Partner Platform (Partner XE) 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.

Pricing

Pricing Information:
Contact us for pricing

Integrations

API:
Yes, Partner Platform (Partner XE) has an API

Reviews

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Company Details

Company:
Strategic Insurance Software, LLC
Year Founded:
1995
Headquarters:
Columbus, OH
Website:
www.sisware.com
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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

Partner Platform (Partner XE) Features and Options

Insurance Agency Software

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

Insurance Policy Software

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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