PCRS

PCRS

PCMI
Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
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About

Allows users to provide real-time rates and contracts to dealer menus via eRating and eContracting. Users are able to issue policies with electronic signatures and present products to consumers through their own point of sales channels and/or their partners. Having 140+ partners in our network gives dealers the ability to connect to the eMenu or DMS system of their choice. Our policy administration software supports billing, commissions, cancellations, and different statuses of the policy throughout its lifetime, allowing for seamless coverage rating, contracting, and contract remittance. Being fully integrated with your accounting system lets you create, manage, and modify your agents, dealers, coverages, and contracts. This also grants your agents direct access via our Agent Portal. Our F&I software gives the Dealer Principal and Field Representatives access to integrated reports for F&I sales, forecasting, and overall dealership performance in real-time with powerful analytics.

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 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

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

Audience

Companies searching for a solution to automate the full lifecycle of F&I products

Audience

Independent Insurance Agencies

Support

Phone Support Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Contact us for pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

PCMI
Founded: 2005
United States
www.pcmicorp.com

Company Information

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

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Advanced Insurance System

Advanced Insurance System

Garvin-Allen Solutions
Verity

Verity

VRC Insurance Systems
SSG Digital

SSG Digital

iPipeline

Categories

Claims Processing Supported
Insurance Policy Supported

Categories

Insurance CRM Supported
Insurance Policy Supported
Marketing Supported

Insurance Policy Features

Cancellation Tracking Supported
Claims Tracking Supported
Policy Generation Supported
Policy Issuance Supported
Policy Processing Supported
Quotes / Estimates Supported
Rating Engine Supported
Reinstatement Tracking Supported
Reinsurance Administration Supported
Renewal Management Not Supported
Underwriting Management Supported

Claims Processing Features

Adjustor Management Supported
Case Management Supported
Claim Resolution Tracking Supported
Co-Pay & Deductible Tracking Supported
Compliance Management Supported
Customer Management Supported
Electronic Claims Supported
Forms Management Supported
Paper-Based Claims Supported
Payor Management Supported
Policy Administration 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

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

Integrations

Applied Rater Not Supported
Formstack Not Supported
Lightspeed DMS Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
PL Rating Not Supported
RMail Not Supported
Truepic Supported

Integrations

Applied Rater Supported
Formstack Supported
Lightspeed DMS Not Supported
Microsoft Outlook Supported
Microsoft Word Supported
PL Rating Supported
RMail Supported
Truepic Not Supported
Claim PCRS and update features and information
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