Partner Platform FAQs

    • Who is Partner Platform best for - their role(s) within what kind of companies.

      Built for the independent insurance 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. Partner Platform is a comprehensive yet easy to use system for Owners, Producers, CSRs, and Financial employees.

    • How does Partner Platform benefit them?

      Partner Platform’s best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability.

      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 & marketing; client, policy, & financial management; agency mobile app; integrated text messaging; data analytics; web solutions; and integrations with third-party tools and industry partners.

    • How technical do users need to be to use Partner Platform's software?

      You do not need to be technical to use Partner Platform.

    • What makes Partner Platform a leader in this space?

      For the clients we choose to serve, Partner Platform offers the best mix of comprehensive capabilities, ease of use, and affordability for independent insurance agencies who are looking to take advantage of new technology from a trusted partner.

    • Who are Partner Platform's biggest competitors (3-5 companies)?

      Applied Systems
      Vertafore

    • How/why is Partner Platform better than those competitors (or most others in their market)? What about Partner Platform is unique, stronger, easier, etc.?

      For most independent insurance agencies who are not nationally recognized, Partner Platform offers a system with the breadth of capabilities they need in a system that is affordable and easy to use.

    • What kind of features can customers expect Partner Platform to release in the near future? And longer term?

      Updates and enhancements are driven by client feedback and are released multiple times per year.

    • Which popular or common software does Partner Platform integrate with?

      Partner Platform has downloads with over 400 carriers, integrations with Microsoft Outlook, Microsoft Word, comparative raters, and e-signature.

    • Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc) and limits for Partner Platform. If it's not simple, use broad estimates or ranges for typical setups.

      Save 30-40% compared to the Big 2.

    • Does Partner Platform offer a trial or free download available?

      No free trial is available. Please contact sales@sisware.com for a demonstration or test drive.

    • Does Partner Platform offer any kind of training/education for their product?

      Onsite training, web-based training, live monthly webinars, on-demand reference materials on hundreds of relevant topics.

    • Describe the implementation process and timeline for Partner Platform software.

      Significant conversion experience including over 500 transitions from every major agency management system. A dedicated team with a proven track record will support your agency through the process. Accounting set-up is performed by a CPA-accredited third-party firm.

    • What are the Partner Platform support options? List all.

      In addition to the on-demand webinars and reference materials, live technical support is available during business hours by a dedicated team of in-house specialists averaging greater that 90% first-call resolution and 99% positive client feedback.

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