PCRSPCMI
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Partner Platform (Partner XE)Strategic Insurance Software, LLC
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Related Products
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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.
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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
Companies searching for a solution to automate the full lifecycle of F&I products
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Audience
Independent Insurance Agencies
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not 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
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationPCMI
Founded: 2005
United States
www.pcmicorp.com
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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
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
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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
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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
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Integrations
Applied Rater
Supported
Formstack
Supported
Lightspeed DMS
Not Supported
Microsoft Outlook
Supported
Microsoft Word
Supported
PL Rating
Supported
RMail
Supported
Truepic
Not Supported
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