Features & Quick Stats
Key Features
- Commercial and mixed-line agency management workflows
- Integrated accounting and commission management
- Document management and automated email capture
- Proposal generation with Microsoft Word integration
- Real-time operational and financial reporting
- TurboRater integration for personal lines quote-to-policy workflows
Core Business
Partner Platform provides agency management, accounting, reporting, and document management capabilities for independent insurance agencies. The platform is designed to help agencies manage operations, improve workflow visibility, centralize client and policy information, and support commercial insurance processes from a single system.
How Partner Platform Helps Independent Agents & Brokers
Partner Platform helps agencies streamline commercial and mixed-line operations by combining policy management, accounting, reporting, and document workflows into one platform. Agencies can improve visibility into financials and operations, reduce manual processes, centralize communications and documents, and support more efficient servicing workflows across teams.
AI Capabilities
Supports integration with third-party automation and AI solutions through the broader Zywave ecosystem
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
Direct bill commission download available?
Yes
Electronic signature integration?
Yes
Track all user activity?
Yes
Purge customer data/documents?
Yes
User customize views for "my" policies?
Yes
Employee time tracking available?
No
Personal downloads available?
Yes
Custom proposal module?
Yes
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Agency/employee license tracking available?
No
Dashboard feature included?
Yes
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[Client portal, eSignature integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
Yes
Open documented API?
Yes
Track claim activity?
Yes
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]
Support claim download?
Yes
Accounting integrated?
Yes
Split/merge policies between customers?
Yes
All data fields available for reporting?
Yes
Software/platform access
[Cloud Hosted Server]
Reporting on activity data?
Yes
Document creation capability?
Interface with Microsoft Word
Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
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]
Agency procedures available in system?
Yes
Fillable ACORD forms?
Yes
Marketing capabilities
[Sales pipeline management]
Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
Yes
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
Yes
Fax integration?
Yes
VOIP integration?
Yes
Custom form capabilities?
Yes
Microsoft 365 integration
[Email, Calendar]
Reminder notifications/alerts available
[Email, Pop-up]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
Prioritize/flag notes?
Yes
Mobile device access
Yes