Partner Platform

Sales Cloud

Fewer clicks and more information at your fingertips makes it easier to respond quickly to your clients with accurate information. These are some ways independent insurance leaders describe the value of Partner Platform’s ability to effectively manage complex commercial clients.

Quickly and easily attach information as well as retrieve key documents. You can auto-attach, drag and drop and customize how you organize document folders to find what you need for rapid client response time.

Eliminate third-party software and dual-entry with built-in insurance trusted accounting. Client, policy and financial information are all organized in one system. Your agency will have real-time insights into key financial and performance data, enabling you to better serve your clients and more effectively grow your business.

Capturing email communications in your insurance agency management system is essential to avoid errors and omissions (E&O) issues and provide strong client service. Seamlessly integrated with Outlook, enable significant productivity improvements without any change in how you already work. Agencies leverage the auto-attach capability to ensure all client inbound and outbound email communications are captured in the system.

Leverage the power of Partner Platform’s Microsoft Word integration to create professional personal and commercial proposals in minutes. Policy and submission information stored in the Partner Platform is flooded into pre-designed templates that are customized with your agency’s logo and messaging. Use them for new business proposals or to conduct account reviews.

Produce reliable insights with the click of a button to manage your staff, business and clients. Gain valuable, real-time information on agency finances, client retention rates, new policy business growth and more—all without specialized knowledge.