Partner Platform (Partner XE)Strategic Insurance Software, LLC
|
||||||
Related Products
|
||||||
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
|
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 InformationHawkSoft
Founded: 1995
United States
www.hawksoft.com
|
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
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
|
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
|
|||||
|
|
|