Proformex vs Partner Platform

Starting Price

Not provided by vendor Not provided by vendor

Best For

Insurance Agencies, Wirehouses, and Fiduciaries

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.

Rating

(0)
5 / 5
(3)

Ideal number of Users

1 - 1000+

2 - 49

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

  • check Cancellation Tracking
  • close Claims Tracking
  • close Policy Generation
  • close Policy Issuance
  • close Policy Processing
  • close Quotes / Estimates
  • close Rating Engine
  • close Reinstatement Tracking
  • close Reinsurance Administration
  • check Renewal Management
  • close Underwriting Management
  • check Cancellation Tracking
  • check Claims Tracking
  • check Policy Generation
  • close Policy Issuance
  • check Policy Processing
  • close Quotes / Estimates
  • close Rating Engine
  • close Reinstatement Tracking
  • close Reinsurance Administration
  • check Renewal Management
  • close Underwriting Management

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Proformex vs Partner Platform

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