TrustRadius: an HG Insights company

Partner Platform

Score8 out of 10

2 Reviews and Ratings

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:

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Categories & Use Cases

Media

Screenshot of Home screen with configurable views
Screenshot of Quickly access client & policy details
Screenshot of Real-time sales dashboards
Screenshot of Agency-branded mobile app
Screenshot of Built-in text messaging

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Screenshot of Home screen with configurable views