Partner Platform review: pricing, downloads and accounting
Partner Platform is Zywave's cloud agency management system for commercial and mixed-lines P&C agencies. It keeps clients, policies, carrier downloads, certificates, a built-in CRM and full agency accounting in one system.
It fits agencies with about 10 to 200 staff and complex commercial accounts. Zywave quotes after a demo and offers a sandbox to try.
- Best for
- Commercial and mixed-lines P&C agencies with about 10 to 200 staff
- Lines
- Commercial and personal P&C
- Price
- Quote only. No pricing tiers
- How it runs
- Browser, plus a desktop app and an Outlook plug-in
- Carrier downloads
- IVANS and TEAM-UP, with a dated carrier list
- Accounting
- General ledger and trust accounting built in
- Demo or trial
- Free demo, then a sandbox to try it yourself
Our take
Partner Platform suits a commercial or mixed-lines agency that wants downloads, certificates, CRM and real agency accounting in one system that runs mostly in a browser. The dated carrier list shows exactly which downloads each carrier sends.
The gap is the contract. Zywave publishes no current terms, so get the term, renewal notice and data export rules in writing before you sign.
Pros
- Dated carrier list by line and download type
- General ledger and trust accounting built in
- Lock fields so downloads don't overwrite them
- Sandbox to try before you buy
- SOC 2 Type II with a separate database per agency
Cons
- No published prices
- No current contract terms published
- Commercial rating and e-signature cost extra
- Phone browser lacks desktop features
- Desktop app and download service on office PCs
Plans and pricing
- How it's priced
- A custom quote after a demo, with no tiers or forced upgrades
- Paid add-ons
- Semsee commercial rating, RSign and Formstack Sign are bought separately
- Setup
- StartRight implementation, with optional on-site training
- Who to ask
- Zywave sales at (855) 454-6100
| Fee | Price | When it applies |
|---|---|---|
| Late training cancellation | 25% of that session's fees | Canceling on-site training less than 10 business days ahead |
From Zywave's Partner Platform pages and help center, checked October 2026. Zywave publishes no amounts.
Clients and policies
Clients, prospects, contacts, policies, claims, documents and activities sit in one record. It is built for complex commercial accounts, with large schedules of equipment, drivers, vehicles and locations you can import, export and print.
- Custom fields
- Add your own fields, and lock fields so a download won't overwrite them
- Several offices
- Agency codes keep entities apart in one database
Carrier downloads
- Download routes
- Mostly IVANS, the network most carriers use to send downloads. Others use TEAM-UP or a carrier's own route
- Policy downloads
- Personal and commercial, by carrier and line
- Commission downloads
- Direct bill commission from carriers marked on the list, then verified and posted in accounting
- eDocs and claims
- From carriers marked for each on the list
- Real-time with carriers
- WebLink and IVANS Transformation Station fill carrier sites with client data to quote and submit changes
- Unmatched downloads
- Matching by agency code, policy number, line, date and NAIC code. Leftovers go to assignment queues and an exceptions list
- Carrier list
- Zywave publishes a Partner Platform carrier list, dated June 2026
- Download service
- A small Windows service on an office PC picks up IVANS and TEAM-UP files from a local folder
Certificates, ACORD forms and claims
- ACORD forms
- ACORD applications, the industry's standard insurance forms, fill from policy data. After a policy change you generate a new form
- Certificates
- Agency templates with a staff signature, holder import by spreadsheet, bulk renewal and batch email
- Policy changes
- Sent to carrier sites through WebLink or Transformation Station
- Claims
- Claim records and claims downloads. Clients can report a claim in the portal
Rating and quoting
- Raters that connect
- TurboRater, PL Rating, Semsee, FSC Rater, Applied Rater, EZLynx, WinRater, ACS2000, Evolution and SinglePoint
- How quotes come in
- TurboRater gets auto and home data with single sign-on, and quotes and bound policies come back
- Commercial
- Semsee, a separate purchase. Compare other raters
Accounting and commissions
Agency bill and direct bill
- Agency bill invoices covering several policies, with fees, taxes and pay plans
- Return premium and account current statements
- Direct bill sweeps, when a carrier drafts premium from your bank account, plus client payments and over or under payments
- Bank, carrier commission and producer commission reconciliation
General ledger
Built in, so you don't need QuickBooks. Setup loads your chart of accounts and opening balances.
- Producer commissions
- Default rates for producers and carriers, with their own reconciliation
- Payments
- ePayPolicy, through the client portal and app only
- Trust or premium accounts
- Trust and premium trust accounting built in
- Direct bill
- Has to be switched on before you use it
Documents, email and e-signature
- Storage
- Email attachments under 40 MB drag straight in. Bigger files go through the Outlook plug-in
- Outlook captures client email both ways. RMail sends encrypted email
- E-signature
- RSign or Formstack Sign, each sold separately
- Proposals
- Branded proposals from Word templates filled with policy data
- Mass email
- Account data feeds Zywave Core for Zywave's email marketing
Tasks, texting and phones
- Tasks and renewals
- Automatic activity logging, and renewal views that flag at-risk accounts 90 to 120 days out
- Sales pipeline
- Built-in CRM from first contact through renewal
- Texting
- Two-way texts with images, plus automated renewal and late-payment texts
- Phones
- Calls on a VoIP (internet) phone that can open a web link bring up the caller's record
- Reports
- Dashboards for revenue, growth and retention, and custom reports with help from support
Mobile and client portal
Staff on the go
A phone or tablet browser works, without the desktop app's extras.
Clients
The Partner Client Portal shows policies, documents and ID cards, and takes service requests, claims and certificates. An iPhone app gives ID cards and claim reporting.
Integrations and API
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| IVANS, TEAM-UP | Carrier downloads | Into Partner Platform | Policy, claims, commission and eDocs downloads |
| WebLink, Transformation Station | Carrier connection | Out of Partner Platform | Prefill carrier sites to quote and change |
| TurboRater | Rater | Both ways | Auto and home data out, quotes and policies back |
| Semsee | Rater | Out of Partner Platform | Commercial rating, sold separately |
| PL Rating | Rater | Out of Partner Platform | Auto and home rating |
| Zywave Core | Zywave tools | Out of Partner Platform | Account data for Zywave AI tools and email marketing |
| Microsoft Outlook, RMail | Both ways | Client email filed, encrypted email | |
| Microsoft Word | Proposals | Out of Partner Platform | Proposal templates |
| RSign, Formstack Sign | E-signature | Out of Partner Platform | Documents out for signature |
| ePayPolicy | Payments | Into Partner Platform | Portal and app payments |
| VoIP phones | Phones | Into Partner Platform | Caller record pop |
- API
- Zywave's developer API has policy and account endpoints. Register an app in Zywave's admin tool
Hosting and product status
- How it runs
- Cloud, in a browser, with a desktop app and Outlook plug-in on office PCs
- Where data lives
- A separate database for each agency, across several AWS regions
- Product status
- Current. Zywave bought its maker, Strategic Insurance Software, in 2022 and added TurboRater quoting in 2026
Getting started
Demo and sandbox
See a demo, then try a sandbox yourself.
Kickoff
StartRight starts with a kickoff meeting and a learning plan for your staff.
Data conversion
Zywave converts a backup from your current AMS after a cleanup.
Downloads and accounting
Carrier downloads are set up, plus accounting setup and training.
Go live
Zywave supports you on go-live day.
Zywave says setup averages 60 to 90 days.
Support and training
- Channels
- Phone at 866-499-9283, email and a help center
- Training
- Online videos, phone, workshops and on-site sessions
- User group
- The Partner User Community, with a volunteer user board and national and regional conferences
Security
How client data is protected
- SOC 2 Type II
- 99.9% uptime
- Encrypted in transit and at rest
- A separate database for each agency
- Multi-factor authentication for admin access
Contract and your data
- Your data
- Export client and policy lists to CSV while you subscribe
Zywave publishes a general Master Subscription Agreement. Ask whether it governs your Partner Platform order, with the renewal notice and data export rules, before you sign.
Partner Platform alternatives
- Applied EpicQuote onlyCloud AMS for large brokers with a general ledger
- AMS360Quote onlyVertafore AMS for larger and multi-office agencies
- NexsureQuote onlyBrowser AMS with books by territory and an open API
- HawkSoft$99 a seat a monthPublished price and month-to-month terms
- Agency MatrixQuote onlyZywave's browser AMS for personal lines shops
See every option in insurance agency management systems.
Frequently asked questions
How much does Partner Platform cost?
Zywave quotes after a demo. It publishes no prices and has no pricing tiers.
Is Partner Platform cloud based?
Yes. Staff log in through a browser, and a desktop app, Outlook plug-in and download service run on office PCs.
Does Partner Platform replace QuickBooks?
Yes. It has a built-in general ledger with trust accounting.
Does Partner Platform work with TurboRater?
Yes. Auto and home data goes to TurboRater with single sign-on, and quotes and bound policies come back.
How long does it take to switch to Partner Platform?
Zywave says AMS setups average 60 to 90 days, with data converted from a backup of your current system.
How we researched this review. We based this review on the terms and product pages published by Partner Platform, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Partner Platform quit selling or a contract term that reads different now, let us know and send the link to the page where Partner Platform has it. Somebody here pulls up that page and checks it before we change anything on ours.