Features & Quick Stats
Key Features
- Built-in Insurance Trust Accounting
- Manage Large, Complex Commercial
- Reporting & Business Intelligence
- Agency Branded & Producer Mobile Apps
- Marketing Automation Manager
- Built-in Insurance CRM
- Self-Service Client Portal
How Partner Platform Helps Independent Agents & Brokers
The Partner Platform integrates the strength of a trusted relationship with an innovated provider. Agencies can expect a provider that is easy to do business with, provides and easy-to-use agency management system that can support complex business/policies and a responsive service organization. Partner Platform’s agency mobile app offers a personalized digital experience to connect with clients and improve relationships.
Integrations
Certifications & Awards
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
Yes
AMS-Ability to import schedules?
Yes
AMS-Agency/employee license tracking available?
No
AMS-Dashboard feature included?
Yes
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Policy changes, Client issue certificates, Client portal, eSignature integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
Yes
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by phone, Training in-person, Training using videos, Training by person virtually, Active user group, On screen help]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
Yes
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Browser Based with a Local Client, Cloud Hosted Server]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Interface with Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
AMS-Reporting capabilities
[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]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Dashboard specific to marketing and sales, Social platform management, Referral management, Survey generation distribution]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
Yes
AMS-Fax integration?
Yes
AMS-VOIP integration?
Yes
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email, Calendar]
AMS-Reminder notifications/alerts available
[SMS, Email, Pop-up]
AMS-Archive customer data/documents?
No
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes