Partner Platform is an agency management system (AMS) that makes it easy for insurance agencies to manage all aspects of the client lifecycle from pre-sales to servicing to renewal. Covering the needs of both personal and commercial lines, it is a single platform for sales and marketing as well as client, policy, and financial management. It also includes an agency-branded web portal and mobile app, integrated text messaging, analytics, and integrations with third-party tools and industry partners. By running your operations on Partner Platform, your agency can significantly improve staff productivity while saving up to 70% on your AMS software spend. • Grow your business with efficient marketing and quoting, renewals, and cross-sells • Improve the client experience by easily managing large volumes of policyholder and policy data as well as claims and renewal communications • Simplify claims, commissions, and payment tracking while gaining a real-time financial picture • Run personal and commercial lines from a single system Partner platform centralizes your client information and supports your insurance agency operations with an all-in-one platform offering: Customer relationship management (CRM): Build stronger client relationships across both personal and commercial lines with sales and pipeline management, activity tracking including emails and phone conversations, and detailed policy tracking. Proposal creator: Create professional, agency-branded proposal documents that incorporate client and proposal data. Pre-built email campaigns: Use pre-built campaigns such as drip campaigns for prospects, client Welcome sequences, or cross-sell campaigns. Consistently communicate to the right audience at the right time and forge deeper connections. Text messaging: Send individual or bulk text messages directly from your agency management system. Policy Management: Manage certificates and access downloads from 500+ carriers — including claims documents, direct bill commissions, eDocs, messages, and other customer documents — all in one organized, easy-to-navigate place. Agency-branded client portal and mobile app: Give your clients a convenient way to access ID cards and certificates, report claims, and make payments—customized to your brand. Built-in financial management: Simplify your procedures for managing customer payments and generating receipts while gaining real-time insights on revenue and client retention. No need for third-party accounting software! Established connections to carriers, coupled with a robust library of APIs, facilitate seamless workflows with third-party tools and collaborations with expert industry partners. Operational reporting and analysis: Reporting features help. you manage all aspects of your customers’ contact, policy, and financial information, delivering real-time retention and revenue insights while streamlining renewal management and simplifying book-of-business and accounting workflows.