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Cloud-based or on-premise agency management solution that helps independent insurance agencies manage customer service, sales, documents, accounting, reports, and more via a unified dashboard.
Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, youll find Partner Platform is supported by a team that you can count on.
With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.
Just the lagging of the system and when the internet going slow.
I love everything about agency advantage. Its easy to use and so easy to learn.
Can't think of anything I don't like. Everything is always working and almost never.
I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.
I can not imagine what it might be missing or what there would be not to like.
The software is user friendly and has several great features that can be customized for your business needs.
I cannot think of a thing I don't like about the program.
The ease of use is amazing. So much more user friendly than our previous big name management system.
Recent upgrade screwed up cert issuance and left some of my trucking clients hanging on a Monday morning and couldn’t book loads and I’m not sure I even got a response yet but to run a repair.
As great as the software is, what I like most are the people, from the owner to customer support. Everyone we have had contact with has been great to work with.
It is unusual for an issue to go unresolved for more than an hour, unless it's a high volume day, such as during an update when such a delay is expected.
But the next day I received notice that they had taken all of the supplemental information I had forwarded with my question and they had set up what I needed to set up. What a fantastic surprise.
Reporting Features at the beginning were extremely limited and visually challenging.
Partner XE performs all the functions we need in a user-friendly way with great support for an affordable price.
Unfortunately this makes using registry forms with PartnerXE very difficult and requires a lot of unnecessary filling in manually.
Agency Advantage
Top FeaturesPartner XE
Agency Advantage
Partner XE
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