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Partner Platform description
Partner Platform is an insurance agency management system designed for mid-size to large agencies. It offers a suite of integrated tools including sales and marketing automation, client and policy management, financial management, and a mobile app. Partner Platform focuses on user-friendliness, affordability, and strong customer support, making it a good fit for agencies seeking a comprehensive yet manageable solution. They are known for their smooth transition process, making it easier for agencies switching from other systems.
Who is Partner Platform best for
Partner Platform is a user-friendly insurance agency management system ideal for small to large agencies. It offers integrated tools for sales and marketing automation, client and policy management, and financial management. A smooth transition process simplifies switching from other systems. Rated 4/5 stars on G2.
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Ideal for small businesses, less suitable for medium or enterprise-level companies.
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Designed for insurance agencies seeking a comprehensive yet manageable solution.
Partner Platform features
Supported Partner Platform supports document management features to organize and securely store files. |
Supported Partner Platform offers comprehensive insurance agency management, streamlining operations, client interactions, and policy administration. |
Supported Partner Platform offers a built-in CRM designed for insurance agencies. |
Supported Partner Platform integrates accounting functions, enabling financial management, payment tracking, and report generation. |
Partner Platform alternatives
The Agency AdvantageManage clients, policies, and sales. Streamline operations, boost revenue.Read more
Partner Platform FAQ
Partner Platform is a user-friendly insurance agency management system for mid-size to large agencies. It offers integrated tools for sales and marketing automation, client and policy management, and financial management, plus a mobile app. It's known for a smooth transition process, helpful for agencies switching systems.
What is Partner Platform and what does Partner Platform do?
Partner Platform is a user-friendly insurance agency management system for mid-size to large agencies. It offers integrated tools for sales and marketing automation, client and policy management, and financial management, plus a mobile app. It's known for a smooth transition process, helpful for agencies switching systems.
Partner Platform offers several integrations, including accounting functions for financial management, and a built-in CRM designed specifically for insurance agencies. It streamlines client interactions, policy administration, and other core agency operations. More details on specific integrations are limited.
How does Partner Platform integrate with other tools?
Partner Platform offers several integrations, including accounting functions for financial management, and a built-in CRM designed specifically for insurance agencies. It streamlines client interactions, policy administration, and other core agency operations. More details on specific integrations are limited.
Top alternatives to Partner Platform include AgentSync, Jenesis, Applied Epic, and EZLynx. These platforms offer similar features such as agency management, client and policy management, and integrated accounting tools. They cater to various agency sizes, focusing on streamlining operations and improving efficiency.
What the main competitors of Partner Platform?
Top alternatives to Partner Platform include AgentSync, Jenesis, Applied Epic, and EZLynx. These platforms offer similar features such as agency management, client and policy management, and integrated accounting tools. They cater to various agency sizes, focusing on streamlining operations and improving efficiency.
Partner Platform appears legitimate, offering insurance agency management solutions. A 4/5 rating from seven G2 reviews suggests positive user experiences. Consider exploring user reviews for more specific feedback on its safety and performance.
Is Partner Platform legit?
Partner Platform appears legitimate, offering insurance agency management solutions. A 4/5 rating from seven G2 reviews suggests positive user experiences. Consider exploring user reviews for more specific feedback on its safety and performance.
I couldn't find pricing details for Partner Platform. Contact Partner Platform directly for product pricing and to determine if it's worth the investment for your needs.
How much does Partner Platform cost?
I couldn't find pricing details for Partner Platform. Contact Partner Platform directly for product pricing and to determine if it's worth the investment for your needs.
Partner Platform's customer service is highly regarded. Users praise the support team's knowledge and responsiveness, highlighting the "tips and tricks" provided. One reviewer stated the support was "incredible" and the staff "very knowledgeable."
Is Partner Platform customer service good?
Partner Platform's customer service is highly regarded. Users praise the support team's knowledge and responsiveness, highlighting the "tips and tricks" provided. One reviewer stated the support was "incredible" and the staff "very knowledgeable."
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.