Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
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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.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Llarge, mid, small companies and startups in search of a tool to improve their technical sales and win more customers

Audience

Independent Insurance Agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Contact us for pricing
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Hub
United States
hub.inc/

Company Information

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

Alternatives

Homerun

Homerun

Homerun Presales

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Canary AMS

Canary AMS

TechCanary
mPACS

mPACS

Mandon Software

Categories

Categories

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

Integrations

Microsoft Outlook
Adobe Marketo Engage
Aha!
Applied Rater
Azure DevOps Server
Formstack
Gainsight
Google
Google Calendar
Jira
Microsoft 365
Microsoft Teams
Outreach
PL Rating
Salesforce
Salesloft
Slack
Workato
Zendesk
harpoon

Integrations

Microsoft Outlook
Adobe Marketo Engage
Aha!
Applied Rater
Azure DevOps Server
Formstack
Gainsight
Google
Google Calendar
Jira
Microsoft 365
Microsoft Teams
Outreach
PL Rating
Salesforce
Salesloft
Slack
Workato
Zendesk
harpoon
Claim Hub and update features and information
Claim Hub and update features and information
Claim Partner Platform (Partner XE) and update features and information
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