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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 Applied Epic?

The management system of your agency serves as its essential backbone, crucial for overseeing every facet of your operations while promoting growth. Is Applied Epic®—the leading management platform globally—your solution? It provides a comprehensive overview of your agency’s various roles, locations, and business lines, encompassing both property and casualty as well as benefits. Our Applied Epic software is browser-based, enabling your team to swiftly access important data and streamline software management. Your agency can thrive on a system that automates backend processes, maintains connectivity for your sales team, and integrates effortlessly with technologies for customer service and insurance connectivity. By offering employees a straightforward and user-friendly experience, they can easily view account and policy details, request quotes, file claims, and handle renewals—all in just a few clicks. This efficiency not only enhances productivity but also allows your agency to respond more effectively to client needs.

Media

Media

Integrations Supported

Formstack
Microsoft Outlook
Applied Mobile
Applied Rater
Clarity Wave
Microsoft Word
MyCarePlan
PL Rating
Pathway Insurance Software
RMail
Sonant
vBots

Integrations Supported

Formstack
Microsoft Outlook
Applied Mobile
Applied Rater
Clarity Wave
Microsoft Word
MyCarePlan
PL Rating
Pathway Insurance Software
RMail
Sonant
vBots

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www.appliedsystems.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

Insurance Agency

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

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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