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.