brokerageaudit.com vs Partner Platform: Which is Best for Independent Brokers?
Partner Platform by Strategic Insurance Software (SIS) is an agency management system designed for independent insurance agencies with a strong emphasis on partnership and support. It covers policy management, accounting, and client services. BrokerageAudit adds AI-powered document automation on top of Partner Platform, handling the document processing work that agencies currently do manually.
Feature Comparison
Pricing Comparison
BrokerageAudit
$499/mo
Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.
- AI document extraction and processing
- Automated COI compliance monitoring
- Submission intake automation
- Works alongside Partner Platform
Partner Platform
Contact for pricing
Pricing based on agency size. Includes hands-on partnership support.
- Full agency management system
- Agency accounting
- Partnership-based support model
- Carrier download support
Who Each Is Best For
brokerageaudit.com is best for:
- Partner Platform agencies wanting to add AI document processing
- Teams manually entering data from ACORD forms and dec pages
- Agencies needing automated COI compliance monitoring
- Shops handling high volumes of submissions and documents
Partner Platform is best for:
- Agencies wanting a full AMS with hands-on support and training
- Organizations needing integrated accounting and policy management
- Independent agencies valuing the partnership support model
- Teams needing carrier download integration
Switching from Partner Platform?
BrokerageAudit works alongside Partner Platform. No migration is needed. Add AI document processing to your existing workflow and start automating within a day. Partner Platform continues to serve as your AMS while BrokerageAudit handles intelligent document automation.