Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
+
+

Related Products

  • FAMCare Human Services
    32 Ratings
    Visit Website
  • Level 6
    36 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Boostero
    64 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • AuthorityTech
    2 Ratings
    Visit Website
  • InboxAlly
    136 Ratings
    Visit Website
  • ActiveCampaign
    17,400 Ratings
    Visit Website
  • Knak
    169 Ratings
    Visit Website
  • InMotion Hosting
    3,211 Ratings
    Visit Website

About

By taking advantage of the endless capabilities in our marketing intelligence platform (including a team of digital marketing experts), you can finally stop working on your business and start working on it! As a partner of Clickx, your clients receive superior digital marketing services. Each client is provided with a comprehensive dashboard so they can easily track important metrics in their marketing campaign. Our solutions provide full transparency with your agency’s name on it. There’s never been a better time to start an agency. That being said, you should be equipped with a USP and case studies to prove your success. At Clickx, we help our partners refine their offers so they can attract attention and deliver indispensable services. We’ll create your agency’s VSL, funnels, and lead magnets, and provide valuable content to give your agency an edge. When agencies join Clickx, our team focuses on client satisfaction while our partners focus on the growth of their agency.

About

Partner Platform’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, you’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 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.

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 searching for a solution to generate reports and gain insights into marketing campaigns

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

$799 per month
Free Version Not Supported
Free Trial Not 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 Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Clickx
Founded: 2015
United States
www.clickx.io

Company Information

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

Alternatives

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Verity

Verity

VRC Insurance Systems
Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC

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
Facebook Ads Supported
Formstack Not Supported
Google Ads Supported
Google Analytics Supported
Google Business Profile Supported
Google Search Console Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Instagram Supported
LinkedIn Supported
Meta Ads Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
PL Rating Not Supported
RMail Not Supported
Slack Supported
Unbounce Supported
Wufoo Supported
YouTube Supported

Integrations

Applied Rater Supported
Facebook Ads Not Supported
Formstack Supported
Google Ads Not Supported
Google Analytics Not Supported
Google Business Profile Not Supported
Google Search Console Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Instagram Not Supported
LinkedIn Not Supported
Meta Ads Not Supported
Microsoft Outlook Supported
Microsoft Word Supported
PL Rating Supported
RMail Supported
Slack Not Supported
Unbounce Not Supported
Wufoo Not Supported
YouTube Not Supported
Claim Clickx and update features and information
Claim Clickx 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