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
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
[Policy changes, Client issue certificates, 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
[Browser Based with a Local Client, 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
[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]
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
[SMS, Email, Pop-up]
Archive customer data/documents?
No
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