Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
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About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

Partner Platformโ€™s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, youโ€™ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agencyโ€™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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Independent Insurance Agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

Contact us for pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Strategic Insurance Software, LLC
Founded: 1995
Columbus, OH
www.sisware.com

Alternatives

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
iNube

iNube

iNube Software Solutions
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
BrokerEngage

BrokerEngage

Benefitalign
Verity

Verity

VRC Insurance Systems

Categories

Categories

Insurance CRM Supported
Insurance Policy Supported
Marketing Supported

Insurance Agency Management Features

Claims Management Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Not Supported

Insurance Policy Features

Cancellation Tracking Supported
Claims Tracking Supported
Policy Generation Supported
Policy Issuance Not Supported
Policy Processing Supported
Quotes / Estimates Supported
Rating Engine Not Supported
Reinstatement Tracking Not Supported
Reinsurance Administration Not Supported
Renewal Management Supported
Underwriting Management Not Supported

Integrations

Applied Rater Not Supported
Evergreen Supported
Formstack Not Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
PL Rating Not Supported
RMail Not Supported

Integrations

Applied Rater Supported
Evergreen Not Supported
Formstack Supported
Microsoft Outlook Supported
Microsoft Word Supported
PL Rating Supported
RMail Supported
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim Partner Platform (Partner XE) and update features and information
Claim Partner Platform (Partner XE) and update features and information