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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses searching for a solution to generate reports and gain insights into marketing campaigns
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Audience
Independent Insurance Agencies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$799 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClickx
Founded: 2015
United States
www.clickx.io
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Company InformationStrategic Insurance Software, LLC
Founded: 1995
Columbus, OH
www.sisware.com
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Categories |
Categories |
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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
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Integrations
Applied Rater
Facebook Ads
Formstack
Google Ads
Google Analytics
Google Business Profile
Google Search Console
HubSpot CRM
HubSpot Customer Platform
Instagram
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Integrations
Applied Rater
Facebook Ads
Formstack
Google Ads
Google Analytics
Google Business Profile
Google Search Console
HubSpot CRM
HubSpot Customer Platform
Instagram
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