Partner Platform by Strategic Insurance Software

OIA has partnered with Strategic Insurance Software (SIS) to offer the Partner Platform at a discount to OIA members.  The Partner Platform combines the best of the Partner XE agency management system with innovative sales and marketing capabilities.  The Partner Platform is designed for the agency who is looking for easy to implement client acquisition and client retention capabilities that can be integrated into the life of the agency.  Now agencies have access to one, truly integrated system to manage the entire life cycle of a client. 

It includes:

  • Prospect Management
  • Client Management
  • Policy Management
  • Integrated Financials
  • Self service portal for agency insureds
  • Agency Branded Mobile App for agency insureds

We’re local to Ohio and have been since 1995. In addition to being close to you, you can count on a quality company that is innovative, responsive, with deep experience with transitioning agencies. 

Contact us to receive a 25 percent discount off the total one-time fees associated with a transition to the Partner Platform.  OIA members already using Partner can receive a 25 percent discount for onsite training events at your agency, at SIS.

Questions about the Partner Platform? Contact Jordan Owens, SIS Sales Manager, at (614) 219-6555, ext. 371.

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HawkSoft Agency Management System

OIA has partnered with HawkSoft to offer their agency management system at a discount to OIA members!

Created by independent agents for independent agents, HawkSoft powers thousands of agencies and is committed to helping push the independent agent channel forward.

The HawkSoft Difference

HawkSoft’s unique partnership philosophy and industry-leading workflows can significantly impact your bottom line and staff productivity.

Hawksoft has carved a niche by being the only vendor to have a 97 percent recommendation rate and average agency retention rate of 18 years.

  • No binding contracts or data fees if you ever decide to leave
  • 93 percent first-call resolution by industry-leading customer service
  • Proprietary auto-documentation system builds a history for all client interactions
  • Auto-fill client/policy information to any carrier site or agent portal without the need of a comparative rater
  • Virtual documentation -- no paper, printing, scanning, or re-attaching files

OIA members receive a 10 percent discount off the one-time setup fees for transitioning to Hawksoft's agency management sytem.

Questions about HawkSoft? Contact Linda Anderson, HawkSoft North Central Regional Sales Manager, at (866) 884-4680, ext. 1402.

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