Partner Platform (Partner XE) Integrations

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

You can collaborate with others without ever leaving your document. Or, you can jot down an idea using your digital pen. Do you need to publish a newsletter? You can easily convert your Word document to a webpage. Collaboration with others around the world Just one click and you can translate documents into your non-native language. You can add 3D models to your document. Learn Tools allows you to easily correct any errors in your content. It's now easier to find great sources. You can use Researcher to view articles in the task pane, so you can focus on your writing. It's helpful to see the bigger picture when you're working on your document. The Editor Overview Pane allows you to find and fix any proofing problems.

The industry's most trusted personal lines comparative rater will help you close more business in a shorter time. Compare live quotes from all carriers, side-by-side, in one location. PL Rating is the most trusted comparative rater and has connections to more than 300 carriers in 48 states and DC. You can present multiple rates and coverage options for your clients in the same time as it takes captive agencies or direct writers to generate a single carrier quotation. You can save time by accurately quoting dozens of carriers with over 300 real-time connections. This is much faster than it takes to generate one quote through a carrier website. PL Ratings offers package, flood and consumer rate quotes, which can all lead to higher revenue. Customers can also be retained better by having them close faster. Perform faster and more accurate data entry: PL Rating allows you to validate the information associated your customers.

RMail®, the e-security platform from RPost®, is a global leader in 2000. RMail is a specialist in elegantly simple email encryption for privacy, compliance, legal e–delivery proof secure file sharing, email rights management, email impostor protection and email encryption. RMail's transmission security services are often used by businesspeople and business systems that need to send sensitive or consumer-regulated information. These RMail services can be used for messages that require additional functionality beyond standard email. They include (a) an easier-to-use and more automated email encryption to ensure privacy compliance; (b) a verifiable proof record of who sent what email to whom; (c) assurance and peaceof mind in relation to delivery and open status email of important and time-deadline emails, (d) need to have a timestamped proof that content was delivered; (f) the need to securely share large files.

Many agencies feel that they spend too much time retrieving quotes on multiple insurer websites. Worse, inaccurate quotes can lead to poor client experiences. You need a way that can quickly and accurately provide quotes to your clients. Our cloud-based insurance quote application Applied Rater®, automates the quoting process for the largest number of US insurers. It allows for one-click data entry to allow for the direct exchange of information to the insurers' websites from within the application. A quoting solution can help you increase your agency's competitive advantage by providing accurate, fast quoting that increases productivity and improves customer service. Clients deserve the best rates and the most comprehensive service. For fast and accurate quoting, you can directly pull quotes from insurance sites into your application.