Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Collect!
    79 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • AestheticsPro
    745 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • MLM Soft
    19 Ratings
    Visit Website
  • Cerberus FTP Server
    159 Ratings
    Visit Website
  • Maropost Marketing Cloud
    152 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website

About

Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.

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

Agencies and companies seeking an insurance agency management system solution

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

No information available.
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 Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Company Information

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

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
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 Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management 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

Formstack Supported
Applied Rater Not Supported
Canopy Connect Supported
Certificial Supported
Gaya Ai Supported
Levitate Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
PL Rating Not Supported
Pathway Insurance Software Supported
RMail Not Supported
RenewalCompass Supported
Sonant Supported
vBots Supported

Integrations

Formstack Supported
Applied Rater Supported
Canopy Connect Not Supported
Certificial Not Supported
Gaya Ai Not Supported
Levitate Not Supported
Microsoft Outlook Supported
Microsoft Word Supported
PL Rating Supported
Pathway Insurance Software Not Supported
RMail Supported
RenewalCompass Not Supported
Sonant Not Supported
vBots Not Supported
Claim HawkSoft and update features and information
Claim HawkSoft 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