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.
Seller
ZywaveLanguages Supported
English
Product Description
Partner Platform is an agency management system (AMS) that makes it easy for insurance agencies to manage all aspects of the client lifecycle. 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 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 increase revenue and client satisfaction and improve staff productivity while saving up to 70% on your AMS software spend.
Overview by
Laura UbbelohdeDiscussions
Partner Platform Community
