Partner Platform (Partner XE)

Partner Platform (Partner XE)

Strategic Insurance 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

ValueCore is an AI-powered platform designed to help sales and marketing teams communicate their product’s ROI clearly and compellingly. It transforms static spreadsheets and content into interactive, visually engaging apps that guide discovery, quantify impact, and help close deals faster. By aligning sales methodology with data-driven storytelling, ValueCore enables reps to confidently defend pricing and accelerate revenue growth. The platform supports teams across sales, marketing, and customer success by standardizing value messaging and providing analytics on where value efforts succeed or need improvement. With a focus on dynamic, persona-based ROI tools, ValueCore helps teams show up as trusted strategic partners rather than just vendors. Easy to implement and backed by best practices, the platform turns value selling into a competitive advantage.

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

ValueCore is ideal for sales, marketing, and customer success teams in B2B organizations seeking to consistently communicate product ROI, accelerate deal velocity, and align their revenue operations around a unified value story

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

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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
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

ValueCore
United States
valuecore.ai/

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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

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Adobe Marketo Engage
Applied Rater
Drift
Eloqua
Formstack
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Microsoft Word
Outreach
PL Rating
RMail
Salesforce Marketing Cloud Account Engagement

Integrations

Adobe Marketo Engage
Applied Rater
Drift
Eloqua
Formstack
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Microsoft Word
Outreach
PL Rating
RMail
Salesforce Marketing Cloud Account Engagement
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