Partner Platform Features

Tracking and reporting various financials

Storing and organizing client contact information

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Organizing sales representatives' pipelines and tracking the sales process

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Processing credit card and bank payments

Accessing and sending emails via the platform

Assigning tasks to employees in order to organize and track productivity

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Tracking, calculating, and paying commissions and earnings to employees

Manage, store and organize emails within the system or via third-party apps

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Store, manage and track all forms in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Organizing and processing customers' insurance claims

Create, administer and manage insurance policies for various customers and insurance lines

Creating and organizing insurance invoices and payment receipts

Sending electronic documents to clients to sign and return electronically

Manage contact details and communication with clients

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A record of all activities within the system, including user access, changes made, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Calculate employees' commissions based on certain rules

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Add customized logos and colors to align with company branding

Store and organize documents in a centralized system

Specialized for companies in property and casualty (P&C) insurance sector

Configure existing workflows to meet your organization's needs

Businesses operating within the life and health insurance sectors

Observe and track the demand, usage, progress or quality of a system, product, or user

Track the status over time for a request, process, asset, or transaction

Customize contracts and forms to collect specific information

Use AI to generate content in the form of text, images, videos, etc.

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Online portal through which end users can access the system, manage tasks, or obtain information

Timed notification for any upcoming task, deadline, appointment, or activity

Alter the layout and content of reports

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Customize data fields to support various needs and use cases

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Initiate collection and analysis of known risks

Create and send email blasts/campaigns