Partner Platform – Agency Management System
Achieve consistency, quality and excellence throughout your agency.
Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.
Details
| Category | Agency Management Systems |
| Website | https://sispartnerplatform.com/partner-platform/capabilities/partner-xe-agency-management-system/ |
| Views | 4,904 |
