Audience
Independent Insurance Agencies
About Partner Platform (Partner XE)
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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Pricing
Pricing Details:
Contact us for pricing
Company Information
Strategic Insurance Software, LLC
Founded: 1995
Columbus, OH
www.sisware.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Partner Platform (Partner XE) Frequently Asked Questions
Partner Platform (Partner XE) Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Insurance Rating
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Processing
Quotes / Estimates
Renewal Management
Policy Issuance
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Underwriting Management