Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    6 Ratings
    Company Website
  • Level 6 Reviews & Ratings
    36 Ratings
    Company Website
  • Creatio Reviews & Ratings
    522 Ratings
    Company Website
  • LegalEdge Reviews & Ratings
    17 Ratings
    Company Website
  • Collect! Reviews & Ratings
    77 Ratings
    Company Website
  • InMotion Hosting Reviews & Ratings
    2,859 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • Descartes Sellercloud Reviews & Ratings
    98 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    88 Ratings
    Company Website

What is Partner Platform (Partner XE)?

The Agency Management System known as Partner XE from Partner Platform is highly valued by clients for its user-friendly design, comprehensive features, and cost-effectiveness. Designed specifically for agencies that prioritize community values and seek to escape the complications of traditional management systems, Partner Platform prides itself on a trustworthy team that aligns with your principles as a collaborator. With this platform, you can seamlessly oversee the entire journey of your agency’s client relationships—from initial sales and service to renewal—within a single, cohesive system that includes functionalities for sales and marketing, client policy management, financial oversight, an agency-branded mobile app, integrated text messaging, data analytics, web solutions, and compatibility with third-party tools or industry partners, making it a comprehensive solution for modern agency needs. Moreover, this holistic approach not only enhances operational efficiency but also fosters stronger connections between agencies and their clients, ensuring long-term success.

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

AgentMethods
Applied Rater
Ease
Employee Navigator
Five9
Formstack
Intulse
Microsoft Outlook
Microsoft Word
PL Rating
RMail
ReviewInc
Xinix
Zapier

Integrations Supported

AgentMethods
Applied Rater
Ease
Employee Navigator
Five9
Formstack
Intulse
Microsoft Outlook
Microsoft Word
PL Rating
RMail
ReviewInc
Xinix
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$109.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Strategic Insurance Software, LLC

Date Founded

1995

Company Location

Columbus, OH

Company Website

www.sisware.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Popular Alternatives

Jenesis Agency Management Reviews & Ratings

Jenesis Agency Management

Jenesis Software

Popular Alternatives

Macaw AMS Reviews & Ratings

Macaw AMS

Nest Innovative Solutions
AgencyBloc AMS+ Reviews & Ratings

AgencyBloc AMS+

AgencyBloc
Commissionly Tracker Reviews & Ratings

Commissionly Tracker

Commissionly
Canary AMS Reviews & Ratings

Canary AMS

TechCanary
InsureEdge Reviews & Ratings

InsureEdge

Damco Solutions