Applied Rater Integrations

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.