Partner Platform Reviews & Product Details

Partner Platform handles all of our Agency's needs from accounting to client and policy data in an integrated platform. It is easy to use and to train new employees. We don't have to go outside of Partner for most of our workflow. They also are continually improving the product and making it easier to use Review collected by and hosted on G2.com.

Accounting although being updated, is still clunky but has improved tremendously over the last 2 years and is scheduled to be completely updated in the next 2 years. Would like better integration with various personal lines raters, it is a multi step process to run a renewal quote and should just be the click of a button. The rater that integrates most, Tubro Rater, does not have all of our companies, so is not a viable alternative. Review collected by and hosted on G2.com.

For the most part, using Partner Platform is a seamless, user-friendly experience, with a few drawbacks. Overall, it is a positive experience that makes the workflow throughout the day easier. Review collected by and hosted on G2.com.

There really isn’t much to dislike about Partner Platform. However, as I mentioned, there are a few drawbacks: there are often loading and connectivity issues, and sometimes it stops altogether, which forces me to restart it in order to fix the problem and get back to work. At times, I also run into issues when uploading files. Thankfully, these are only occasional problems. Review collected by and hosted on G2.com.

It’s easy to use, the reports are helpful, and I like being able to transfer information while keeping accurate records. The data base allows me to have all my customers information in one location without needing a file. It allows me to review the number of customers with each company and by line of business. Review collected by and hosted on G2.com.

I do not think there is a downside to using the platform it provides all the options that you need to keep on track with your customers. Review collected by and hosted on G2.com.

I really like Partner Platform for its quick, easy fast lookup capabilities. It's great that whether I'm the producer or not, all the same information can be accessed by anybody. This makes it simple to find the right insurance company for customers who aren’t sure, and they’re often impressed with how quickly we can retrieve their information. The initial setup was pretty easy, and even though it's been a long time, I still find it really easy to navigate. Review collected by and hosted on G2.com.

Sometimes it gets a bit frustrating when the same customer is listed twice because Partner Platform might not recognize previously entered customers, especially if they were created to fill out Acord forms. I'm not sure how to merge these entries together, which can be a hassle. Also, there's a problem when I try to fill out an Acord form and then print it; I lose all the information if I do this, so I have to start all over again. It would be great if these issues could be addressed. Review collected by and hosted on G2.com.

I would say the performance. I've noticed that it doesn't crash like it used to. I believe they've done a lot of improvements behind the scenes to keep the system running smoothly without interrupting our workflow. Review collected by and hosted on G2.com.

When they went web based, a lot of features were removed that helped with my workflow. A small thing but I find super annoying is when you open notes on a file, it becomes it's own browser tab. I miss the little window that would open that I could easily move around so I can still see the policy while I typed my note and gathered information without having to tab back and forth. Also, creating applications/forms from the policy tab is no more. Now I need to go out to summary to create acord forms. Much easier if we could do these tasks from the policy screen, Review collected by and hosted on G2.com.

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.

Having accounting and client services in one place is really helpful. I also like that it’s becoming fully web-based, which makes it easier to access and use. Review collected by and hosted on G2.com.

There are so many glitches and errors that pop up that the platform is sometimes not even functional. And when I try to report them to tech support, it feels like they don’t really care—they just send a generic email saying they’re working on the problem and will get back to me, and sometimes they never do. Review collected by and hosted on G2.com.

Partner Platform is very efficient. I like having lots of options to personalize my settings and workload, along with multiple search fields and reports. It has a lot of resources that are helpful in our line of business. I can keep customer information in a secure portal and pull up things we’ve saved in our notes. I also like how easy to use and user-friendly it is. When I can’t figure something out, the help team is excellent about getting a ticket in and solving it quickly. We had good instructors and good resources for the training when we were starting out. Review collected by and hosted on G2.com.

I wish I could use dual screens to pull up more than one client at a time. I often work with multiple customers, so that would help with my job. Partner Platform was also challenging to learn at first, though we had good instructors and training resources. Review collected by and hosted on G2.com.

I find Partner Platform very easy to understand and user-friendly. I appreciate the ability to move documents from email or my desktop directly into customer files with ease. The transition from Applied TAM was smooth, thanks to Partner Platform's ability to transfer our clients and their documents directly into the new system. The in-house training provided was a great help in building the staff's confidence to make the change. Review collected by and hosted on G2.com.

I really wish they would add a payroll portal into the accounting. I have to use another program to process my payroll with correct taxes and then manually enter the check information into Partner Platform. Saving time using one program instead of two to process payroll would be a big improvement. Review collected by and hosted on G2.com.

System is very easy to use, saving documents is simple and I like that we can add more info to another activity even when it is closed. Review collected by and hosted on G2.com.

I don't like that when adding an activity, you have to save it, hit ok, save that and hit ok again.....seems repetitive Review collected by and hosted on G2.com.