G2

JG

Jeff G.

Agent

Small-Business (50 or fewer emp.)

10/13/2021

"Partner Platform is a great management system for insurance agencies"

5/5

What do you like best about Partner Platform?

Partner Platform allows us to manage our database of insurance clients to track renewals, premiums, coverages, and changes. Review collected by and hosted on G2.com.

What do you dislike about Partner Platform?

It is not quite as detailed on commercial and farm lines as it is on personal lines business. Review collected by and hosted on G2.com.

Recommendations to others considering Partner Platform:

Make sure to consider the maintenance cost compared to other systems available for insurance agencies. We have found the Partner XE system to have great features for the price. They continue to improve the system and are very responsive to suggestions. Review collected by and hosted on G2.com.

What problems is Partner Platform solving and how is that benefiting you?

As an independent agent, we represent quite a few insurance companies, and Partner Platform lets us pull all of that together in one common database. Most of our companies provide electronic download of changes and renewals to update our client files automatically. We also have been able to transition to a paperless work environment and eliminate stuffed filing cabinets. Review collected by and hosted on G2.com.