TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Partner Platform

    Score8 out of 10
    Small Businesses (1-50 employees)
    The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the entire life-cycle of the agency’s client relationship from pre-sales to servicing to renewal in a unified system that has: sales & marketing client, policy, & financial management agency-branded mobile app integrated text messaging data…N/A
    Pricing
    Partner Platform
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Partner Platform
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    Yes
    Entry-level Setup FeeRequired
    Additional Details—
    More Pricing Information
    Community Pulse
    Partner Platform
    Considered Both Products
    Strategic Insurance Software
    Chose Partner Platform
    Horrible! There are other systems that would have been better than this, even if management didn't want to spend the $$$ to upgrade to Epic...
    Incentivized
    Chose Partner Platform
    I think Applied has way, way better support and seems to understand the insurance needs much better. Applied also has a much better accounting system IMO, and doesn't hold your data hostage when you try to leave.
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Partner Platform
    Likelihood to Recommend
    1.0
    (1 ratings)