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Manage Large and Complex Commercial Accounts
Fewer clicks and more information at your fingertips makes it easier to respond quickly to your clients with accurate information. These are some ways independent insurance leaders describe the value of Partner Platform’s ability to effectively manage complex commercial clients.
Digitize Filing, Reduce Risk and Better Serve Clients
Quickly and easily attach information as well as retrieve key documents. You can auto-attach, drag and drop and customize how you organize document folders to find what you need for rapid client response time.
Generate Professional Proposals in Minutes
Leverage the power of Partner Platform’s Microsoft Word integration to create professional personal and commercial proposals in minutes. Policy and submission information stored in the Partner Platform is flooded into pre-designed templates that are customized with your agency’s logo and messaging. Use them for new business proposals or to conduct account reviews.
Partner Platform is the agency management system that grows your business, improves your efficiency, and is more cost-effective than the competition. Integrate seamlessly with your existing system for simple and safe data conversions and have peace of mind to continue focusing on your revenue generating activities.
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