Partner Platform (Partner XE) Integrations

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Collaborate with others without ever leaving your document or jot down an idea with your digital pen. Need to publish a newsletter or document for others to see? Easily transform your Word document into a webpage. Collaborate with others across the globe. Translate documents in your non-native language with just a click. Get creative by inserting 3D models directly in your document. Have your content read back to you with Learning Tools and easily catch any mistakes. Finding great sources just got simpler. Use Researcher to read articles in the task pane so you can stay focused on your writing. When you’re brushing up your document, it’s good to see the big picture. The Editor Overview Pane helps you find and fix any proofing issues.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Close more business in less time with the industry’s leading real-time personal lines comparative rater. Compare up-to-the-minute quotes from carriers — side by side, in one place, at the same time. PL Rating is the leading comparative rater, connected to over 300 carriers across 48 states and DC. In the time it takes captive agencies and direct writers to provide a single carrier quote, you can present multiple rates and coverage options to your clients. Save time: With over 300 real-time carrier connections, agents can accurately quote dozens of carriers in less time than it takes to generate a single quote through a carrier website. Increase revenue: PL Rating offers package, flood, and Consumer Rate Quotes, all which can result in higher revenue. Plus, with faster close times, customer retention can be improved. Conduct faster, more accurate data entry: Rather than interrogate your customers and prospects, PL Rating helps to validate the information associated with your customers.

RMail® is the e-security platform by RPost®, a global leader since 2000. RMail specializes in elegantly easy to use email encryption for privacy and compliance, e-signatures, legal e-delivery proof, secure file sharing, email impostor protection, document rights management, and AI-infused services to prevent data leaks and human e-security errors. RMail’s transmission e-security services are most often used by businesspeople or business systems that send important, sensitive, or consumer-regulated information. These RMail services are generally applied to those messages where the sender needs functionality beyond standard email in terms of (a) easier to use and more automated email encryption for privacy compliance, (b) returning a verifiable proof record of who said what to whom by email, (c) assurance and peace of mind related to delivery and open status of important and time-deadline email, (d) need a timestamped proof of content delivered, (f) need to share large files securely.

Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting.