1. [Home](https://www.g2.com/) 2. ... 3. [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) 4. [Partner Platform Discussions](https://www.g2.com/products/partner-platform/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d35ce01756c945f13ff51ff7d18bccec/partner-platform.png "Product Avatar Image") ](/products/partner-platform/reviews) [ Partner Platform ](/products/partner-platform/reviews) (8)3.4/5 Partner Platform is an agency management system (AMS) built for commercial and personal lines P&C agencies. It manages complex commercial accounts, runs built-in insurance accounting with a full General Ledger, connects to carriers for policy downloads, and handles the full client and policy lifecycle — all in a modern platform. If you're running a mid-market P&C agency, your AMS is either your biggest asset or your biggest bottleneck. Too many agency owners are paying for systems that haven't kept up — bloated platforms built for insurance carriers and handed down to the independent agencies forced to use them. The result: producers drowning in clicks, CSRs re-entering the same data twice, and principals watching their technology bill grow while their efficiency doesn't. Agencies switching to Partner Platform from legacy systems typically cut their annual AMS spend by 40–70% without losing a single capability that matters. The Stamps-Walker Agency in McRae, Georgia put it plainly after switching from TAM: "The platform just made sense. It's cleaner, easier to navigate, and everything we need is finally in one place." Their 1,500+ client book converted with 99.5%+ data accuracy and was fully live in under 90 days. It runs your whole book. Commercial AND personal lines in a single system — purpose-built workflows for complex multi-policy commercial accounts alongside full personal lines support. No workarounds, no toggling between platforms. It kills double entry. Built-in insurance accounting with a full General Ledger means no separate accounting tool and no re-entering policy data at month-end. It gets adopted fast. Over 85% of users reach full adoption within 90 days, and the average agency breaks even on implementation in 6–9 months — not the 12–18 month slog competitors deliver. It keeps growing. Agencies using Partner Platform report a 6.9% increase in new active policies without adding headcount. Partner Platform is part of Zywave's Performance Multiplier ecosystem. Connect it with TurboRater for personal lines comparative rating, Content Cloud for client-ready compliance materials, and Zywave's full portfolio of prospecting, quoting, and marketing tools — all sharing the same account and contact data, no expensive API integrations required. Show More * * * ### 0.0 Nps Score Already have Partner Platform? ### All Partner Platform Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 7 years ago More Options - [ # Is there a data conversion? ](/discussions/is-there-a-data-conversion) [ Insurance Agency Management Software ](https://www.g2.com/tags/insurance-agency-management-software)[ Insurance Agency Management Systems ](https://www.g2.com/tags/insurance-agency-management-systems) * * * \<0\>0\>Upvotes * * * 2 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Partner+Platform+questions+and+get+answers+from+expert+users+in+our+Partner+Platform+Discussions+section.&title=Partner+Platform+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpartner-platform%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Partner+Platform+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpartner-platform%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpartner-platform%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Partner+Platform+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpartner-platform%2Fdiscuss%0aAsk+Partner+Platform+questions+and+get+answers+from+expert+users+in+our+Partner+Platform+Discussions+section.) 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Answer a few questions to help the Partner Platform community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpartner-platform%2Fdiscuss%3Fsmall_ask%3Dpartner-platform) No ## Top Contributors in Partner Platform 1 AR Loading... ### [Adam R.](https://www.g2.com/users/3534db56-a563-47db-b557-a96eff672dc6 "Adam R.") Product Marketing Manager 6 pts 2 JG Loading... ### [Jeff G.](https://www.g2.com/users/d313d8ff-ac88-41b9-966f-c32d73690e2a "Jeff G.") Agent 2 pts