Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
RenewalCompass

RenewalCompass

Regency Software LLC
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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.

About

RenewalCompass is a policy renewal pipeline built for independent insurance agencies with one to ten producers. It fills the gap between spreadsheets and a full agency management system, giving agents and their teams a shared, risk-scored view of every renewal in the book. Every policy in the renewal window is automatically scored by premium size, days to expiration, and recent contact activity. High risk accounts rise to the top so producers know exactly where to focus each day without rebuilding a priority list from scratch. The pipeline board moves renewals through five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, with one-click stage progression and a full contact log on every account. The whole team works from the same board so nothing slips when a producer is out or a busy week gets away from the agency. RenewalCompass.com

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

Independent Insurance Agencies

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

$59/month/2 users
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

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

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

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AgencyZoom

AgencyZoom

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AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Canary AMS

Canary AMS

TechCanary
mPACS

mPACS

Mandon Software

Categories

Categories

Insurance Agency 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

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Applied Epic
Applied Rater
EZLynx
Formstack
HawkSoft
Jenesis Agency Management
Microsoft Outlook
Microsoft Word
NowCerts
PL Rating
QQCatalyst
RMail
Vertafore AMS360

Integrations

Applied Epic
Applied Rater
EZLynx
Formstack
HawkSoft
Jenesis Agency Management
Microsoft Outlook
Microsoft Word
NowCerts
PL Rating
QQCatalyst
RMail
Vertafore AMS360
Claim Partner Platform (Partner XE) and update features and information
Claim Partner Platform (Partner XE) and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information