Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance Software, LLC
TIS

TIS

Comtec Global
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Level 6
    36 Ratings
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • InMotion Hosting
    2,952 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • Descartes Sellercloud
    98 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Elation Health
    88 Ratings
    Visit Website

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

An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management.

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

Insurance companies searching for a solution to manage and improve their operations

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

No information available.
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

Comtec Global
www.comtecglobal.com/tis

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Polygonal

Polygonal

City Computers
SohamLife

SohamLife

Dream Tekis Software
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Prima XL

Prima XL

Prima Solutions
Canary AMS

Canary AMS

TechCanary
Synergy2

Synergy2

Eurobase International
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

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

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
PL Rating
RMail

Integrations

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
PL Rating
RMail
Claim Partner Platform (Partner XE) and update features and information
Claim Partner Platform (Partner XE) and update features and information
Claim TIS and update features and information
Claim TIS and update features and information