What is Partner Platform?
The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the entire life-cycle of the agency’s client relationship from pre-sales to servicing to renewal in a unified system that has:
- sales & marketing
- client, policy, & financial management
- agency-branded mobile app
- integrated text messaging
- data analytics
- web solutions
- integrations with third-party tools and industry partners.
Categories & Use Cases
Screenshots
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Screenshot of Home screen with configurable views
Technical Details
| Deployment Types | SaaS |
|---|---|
| Mobile Application | Apple iOS, Android |
| Supported Countries | USA |
| Supported Languages | English |
FAQs
What are Partner Platform's top competitors?
Applied Epic and HawkSoft are common alternatives for Partner Platform.
Who uses Partner Platform?
The most common users of Partner Platform are from Small-Business.