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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 LTC Quote Plus?

LTC Quote Plus, which follows in the footsteps of StrateCision's esteemed LTC Quote program, establishes a new standard in the market for assessing long-term care policy rates. This cutting-edge tool enables users to request quotes customized for individuals or couples, covering nearly all existing LTC insurance options. Users have the flexibility to choose from various benefit levels, including distinctive riders tied to certain policies. The platform supports the generation of both individual and comparative proposals, with the capacity to display up to six on a single page. In addition, it offers extra illustrations that detail the consequences of postponing coverage, highlight how inflation protection can improve benefits, and showcase various premium choices. The quotes generated are specifically designed to align with individual states, aiming to accurately mirror the outputs from carriers' software. StrateCision's LTC Quote Plus features a multitude of enhancements informed by user suggestions, including the functionality to save and access proposals easily. Users can view all illustrations on-screen, search for plans that fit their specified benefits, and sort options based on ascending premiums. Moreover, the system allows spouses to have synchronized benefits and provides a straightforward method to email illustrations directly to clients, ensuring a smooth and efficient experience. This all-encompassing approach not only simplifies the process but also enables agents to deliver more tailored and attentive service, ultimately fostering greater client satisfaction. In an industry where personalization is key, LTC Quote Plus stands out as an invaluable asset for agents striving to meet diverse client needs effectively.

Media

Media

Integrations Supported

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
PL Rating
RMail

Integrations Supported

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
PL Rating
RMail

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25.00/month/user
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

StrateCision

Company Location

United States

Company Website

www.ltca.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 Policy

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

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