Partner Platform (Partner XE)Strategic Insurance Software, LLC
|
||||||
Related Products
|
||||||
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
|
PricingContact us for pricing
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationClickx
Founded: 2015
United States
www.clickx.io
|
Company InformationStrategic Insurance Software, LLC
Founded: 1995
Columbus, OH
www.sisware.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
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
|
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
|
|||||
|
|
|