Partner Platform
Achieve consistency, quality and excellence throughout your agency.
The Partner Platform is intuitive, comprehensive, with tools and capabilities for the high demands placed on today’s independent insurance agency. Included AND integrated are innovative sales, marketing, and financial management capabilities along with breakthrough business analytics and reporting.
Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.