Partner Platform

Point of Contact: Michael Doran, President
Website: Partner Platform
Available Services: Agency Management System

IAOA Exclusive Discount Code: 25% off one-time fees

Partner Platform: The integrated platform for the connected agency

Partner Platform’s agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.

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
-integrations with third-party tools and industry partners.

• A Top 3 agency management system used by IIABA Best Practices agencies
• Comprehensive conversion experience having helped over 500 agencies transition from every major system
• An innovative, easy to use management system with deep capabilities you’ll actually use
• Relevant and effective training initially and ongoing
• Long term affordability
• A provider that is owner-operated. No venture capital financing.