Partner Platform (Partner XE)Strategic Insurance Software, LLC
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Related Products
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About
Orchestrate your daily presales work. Analyze your presales business. Deliver more technical wins. There is a need by both presales leaders and individual contributors for a better way to perform work now! Optimizing presales can generate millions of incremental revenue without additional headcount. We are a team that is in the service of helping you be successful. Run your business. Hub provides you with the pertinent information you need to effectively lead your team. Run your presales business. Do your work. Hub gives you ways to optimize your time to win more business. Sales engineering is the hub of your go-to-market organization. Help your C-suite and board obtain better oversight. Detailed tech sales metrics. Show tech sales activities. Rationalize investments and optimize your resources. Comply with security, adhere to their processes, deliver granular ROI, and contextualize investment.
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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
Llarge, mid, small companies and startups in search of a tool to improve their technical sales and win more customers
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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 |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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PricingContact us for pricing
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 InformationHub
United States
hub.inc/
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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
Microsoft Outlook
Adobe Marketo Engage
Aha!
Applied Rater
Azure DevOps Server
Formstack
Gainsight
Google
Google Calendar
Jira
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Integrations
Microsoft Outlook
Adobe Marketo Engage
Aha!
Applied Rater
Azure DevOps Server
Formstack
Gainsight
Google
Google Calendar
Jira
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