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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
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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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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PricingContact us for pricing
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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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 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
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Integrations
Microsoft Outlook
Supported
Applied Rater
Not Supported
Azure DevOps Server
Supported
GitHub
Supported
Google
Supported
Google Calendar
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Jira
Supported
Microsoft 365
Supported
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Integrations
Microsoft Outlook
Supported
Applied Rater
Supported
Azure DevOps Server
Not Supported
GitHub
Not Supported
Google
Not Supported
Google Calendar
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Jira
Not Supported
Microsoft 365
Not Supported
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