Company Name
Strategic Insurance Software

Product Name
Partner Platform

Do you support mobile device access?
Yes

What platform does your software use? 
Browser-based with a local client, cloud hosting

If your system integrates with other platforms, CRMS or AMS, which ones and how?
View all integration partners

What is your average number of users per agency?
–

Is custom activity tracking available?
Yes

Is suspense/follow-up tracking available?
Yes

Is task management available?
Yes

Are reminder notifications and alerts available?
SMS, Email, Pop-up

Can the system prioritize and flag notes with important items on top?
Yes

Does your system track all user activity?
Yes

Is reporting on activity data available?
Yes

Is there a dashboard feature included in the system?
Yes

Is the dashboard customizable based on role in the agency?
Yes

Is there a dashboard alert of items past the due date?
Yes

Is location and mapping integration available?
Yes

Are Microsoft 365 integrations available?
Email, Calendar

Is VoIP integration available?
Yes

Is SMS/Texting integrated into your system?
Yes

Do you have custom form capability?
Yes

Do you have fax integration?
Yes

Do you have electronic signature integration?
Yes

Do you have the ability to import schedules?
Yes

Are fillable ACORD forms available?
Yes

Do you provide an open and well documented API?
Yes

What is your document creation capability?
Interface with Microsoft Word

What data sources available for merging into documents?
Contact, Policy, Coverage, Claim, Accounting

Do you have system security by role and function?
Yes

Is automatic renewal processing available?
Yes

Do you integrate with comparative quoting systems?
Yes

Is there carrier submission management available?
Yes

Are there policy processing workflows?
Yes

Is there a custom proposal module?
Yes

Can you split or merge customers?
Yes

Can you split and/or merge policies between customers?
Yes

Can a user customize views for “my” policies, etc?
Yes

Can you archive customer data and documents?
No

Can you purge customer data and documents?
Yes

Does your system track claim activity?
Yes

Do you support claim download?
Yes

Does the system support real-time interface for claim inquiry?
Yes

What additional capabilities do you provide?

• Automated marketing campaign management
• Sales pipeline management
• Dashboard specific to marketing and sales
• Referral management
• Newsletter generation and distribution
• Social platform management
• Survey generation distribution

Please clarify whether these are native features, or offered as add-ons or through an integrated third party:
–

Is scanning and attaching to client file capability included with system?
Yes

Is scanning and attaching to carrier file capability included with system?
–

What other features are available with document management/scanning?

• Drag and drop file attachment
• Global document search capability

Is accounting integrated into your system?
Yes

What additional features does your system offer? 

• General Ledger
• Company Payables
• Vendor Payables
• Customer billing
• Account Payables
• P&L and Balance Sheet

Are all data fields available for reporting?
Yes

Can you do Boolean searches of data?
Yes

What reports do you have the capability to provide?

• Commission payable reports
• Commission receivable reports
• Export reports to Excel
• Production level reporting
• Marketing campaign reports
• New business reports
• Sales production by employee
• X-date reports

Are commercial downloads available?
Yes

Are personal downloads available?
Yes

Are direct bill commission download available?
Yes

Is agency and employee license tracking available?
No

Can the agency procedures be made available in the system?
Yes

Is employee time tracking available?
No

What tools are available for customer self-service? 

• Policy Changes
• Client issue certificates
• Client portal
• eSignature integration

What type of system support do you provide?

• Support by email
• Support by phone
• Training in-person
• Training using videos
• Training by person virtually
• Active user group
• On screen help