Partner Platform has become an essential part of my daily workflow and is an incredibly productive data management system.
It allows me to document important information directly within a client’s profile, including phone calls, documents received from insureds, communications with insurance companies, and other important account activity. The follow-up system is easy to maintain and allows me to document the steps I’ve taken until the follow-up is completed.
One of the features I value most is that New Business and Renewal information automatically downloads from most of our insurance companies. This helps us stay in control of renewals, audits, cancellations, and so much more, while keeping important information organized and accessible.
There is so much more I could say about how Partner Platform helps me manage my day-to-day workload, but I’ll leave it at this: Don’t miss out on a highly productive data management system that gives you back valuable time to sell, service, and take better care of your clients! Review collected by and hosted on G2.com.
I cannot think of anything I dislike about Partner Platform. It has become an important part of my daily workflow and helps me stay organized, maintain control of my accounts, and manage my time more efficiently. Review collected by and hosted on G2.com.