MGA SystemsVertafore
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Partner Platform (Partner XE)Strategic Insurance Software, LLC
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Related Products
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About
Vertafore's MGA Systems is a specialized policy administration solution designed for Managing General Agents (MGAs) and program administrators, enabling rapid introduction of new products and lines of business. It offers integrated policy administration, accounting, and claims management, complemented by event-driven workflows that efficiently drive operational processes. Its agile development approach allows for the swift delivery of specific customizations, while open APIs facilitate easy integration with other systems. MGA Systems addresses unique needs for managing ultra-specialized risks, distribution models, and third-party integrations, providing complex customized reporting capabilities. By streamlining processing through MGA workflows and integration with rating tools like NetRate, users can rate, quote, bind, invoice, and issue policies efficiently.
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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
Program administrators seeking a customizable, integrated solution to streamline policy administration, enhance operational efficiency, and accelerate time-to-market for specialized insurance products
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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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Pricing
No information available.
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 InformationVertafore
Founded: 1969
United States
www.vertafore.com/products/policy-administration-system/mga-systems
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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 Policy Features
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
NetRate Commercial Lines Rating
PL Rating
RMail
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Integrations
Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
NetRate Commercial Lines Rating
PL Rating
RMail
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