Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Independent Insurance Agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$799 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

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AgencyBloc
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Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

Applied Rater
Facebook Ads
Formstack
Google Ads
Google Analytics
Google Business Profile
Google Search Console
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
Meta Ads
Microsoft Outlook
Microsoft Word
PL Rating
RMail
Slack
Unbounce
Wufoo
YouTube

Integrations

Applied Rater
Facebook Ads
Formstack
Google Ads
Google Analytics
Google Business Profile
Google Search Console
HubSpot CRM
HubSpot Customer Platform
Instagram
LinkedIn
Meta Ads
Microsoft Outlook
Microsoft Word
PL Rating
RMail
Slack
Unbounce
Wufoo
YouTube
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