Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
+
+

Related Products

  • Act!
    554 Ratings
    Visit Website
  • AuthorityTech
    2 Ratings
    Visit Website
  • UENI
    9,549 Ratings
    Visit Website
  • FAMCare Human Services
    25 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Pipedrive
    10,536 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • TE Recruit
    639 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website

About

Ivans Bookroll allows you to easily request, receive, and evaluate agencies' personal or commercial book of business data regardless of the agency management system. You will also be able to quickly enter new markets, diversify your business, and build stronger agent relationships. Diversify your book of business and expand agency relationships. With Ivans Bookroll, you can collaborate more effectively and grow with your agency partners. Spend less time manually processing files and visiting individual agencies to assess books of business. Manage the entire process via a single interface, from requests to review, acceptance, and submission of data. Remove the possibility of errors and omissions by eliminating re-keying. You’ll also reduce turnaround time for analysis and quotes and gain peace of mind with this automated, secure, and accurate way to gather and share book roll information.

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

Organizations requiring a tool to manage book transfer processes and review their policy files and paperwork

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

Ivans
Founded: 1983
United States
www.ivans.com/for-carriers/products/ivans-bookroll/

Company Information

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

Alternatives

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Verity

Verity

VRC Insurance Systems
Book Roll

Book Roll

Vertafore

Categories

Categories

Insurance Agency Management 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

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
PL Rating
RMail

Integrations

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
PL Rating
RMail
Claim Ivans Bookroll and update features and information
Claim Ivans Bookroll 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