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.

Pricing

Pricing Details:
Contact us for pricing

Integrations

API:
Yes, Partner Platform (Partner XE) offers API access

Ratings/Reviews

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Company Information

Strategic Insurance Software, LLC
Founded: 1995
Columbus, OH
www.sisware.com

Videos and Screen Captures

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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

Q: What kinds of users and organization types does Partner Platform (Partner XE) work with?
Q: What languages does Partner Platform (Partner XE) support in their product?
Q: What kind of support options does Partner Platform (Partner XE) offer?
Q: What other applications or services does Partner Platform (Partner XE) integrate with?
Q: Does Partner Platform (Partner XE) have an API?
Q: Does Partner Platform (Partner XE) have a mobile app?
Q: What type of training does Partner Platform (Partner XE) provide?
Q: What pricing for support is available for Partner Platform (Partner XE)?
Q: What pricing for training is available for Partner Platform (Partner XE)?

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

Partner Platform (Partner XE) Additional Categories