Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
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About

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work.

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

SMBs

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

$29.00/month
Basic - Starts at $29/month
Plus - Starts at $99/month
Pro - Starts at $149/month
Enterprise - Starts at $299/month

Ontraport offers a variety of plans to choose from based on the features you need. Pricing adjusts with the number of contacts in your database and users in your account. You can choose a monthly or annual plan, and all plans start with a 14-day free trial.

Additionally, Ontraport offers a Done-With-You Setup and Training Package for getting set up in your account quickly and easily. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
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

Ontraport
Founded: 2006
United States
ontraport.com/

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

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Landing Page Features

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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

Formstack
AccessAlly
AllayPay
Bloom
Causal
ClearoutPhone
Connectio.io
DilogR
EasyWebinar
Gleam
Integrately
Integry
Kixie PowerCall & SMS
LeadsFlowPro
MyWiFi Networks
Parsey
RMail
Raklet
RegFox
Thrive Theme Builder

Integrations

Formstack
AccessAlly
AllayPay
Bloom
Causal
ClearoutPhone
Connectio.io
DilogR
EasyWebinar
Gleam
Integrately
Integry
Kixie PowerCall & SMS
LeadsFlowPro
MyWiFi Networks
Parsey
RMail
Raklet
RegFox
Thrive Theme Builder
Claim Ontraport and update features and information
Claim Ontraport and update features and information
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