Vertafore’s Suite of Tech Solutions

OIA is excited to announce that it has partnered with Vertafore to bring special discounted pricing exclusively to OIA members! Vertafore’s suite of technology solutions is a game-changer for agents, helping them grow their agencies and compete in the modern marketplace.

DISCOUNT DETAILS 

OIA members have the opportunity to save on several popular Vertafore technology platforms, including bundled and standalone options.

Save 25 percent off the list price and 30 percent off professional services by bundling the following services for a minimum three-year term:

  • AMS360 management system, PL Rating comparative rater, and online Client Portal; or

  • QQ Catalyst management system and PL Rating comparative rater

If you prefer not to bundle, you can save 10 percent off a one-year term, 20 percent off a three-year term, or 30 percent off a five-year term of the list price for either AMS360 or QQ Catalyst agency management systems.

To be eligible for discounted pricing, you must be a net new customer for the Vertafore product(s) requested. You must also request the discount prior to signing an order. Existing Vertafore customers must be in good standing in order to receive discounts on additional products.

Questions?

A dedicated Vertafore/OIA account team is standing by to help. Contact them today at (800) 444-4813!

Learn more or get started!


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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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