Does BrokerageAudit replace Partner Platform?

No. BrokerageAudit adds AI-powered document automation on top of Partner Platform. You keep Partner Platform as your agency management system.

How does BrokerageAudit integrate with Partner Platform?

BrokerageAudit processes documents using AI and can feed extracted data back into Partner Platform via integration, reducing manual data entry.

We love Partner Platform's support model. Does BrokerageAudit offer similar support?

Yes. BrokerageAudit provides dedicated onboarding, ongoing support, and training to ensure your team gets full value from the AI automation platform.

What manual tasks does BrokerageAudit automate?

Document data extraction (ACORD forms, dec pages, loss runs), COI compliance monitoring, submission intake and triage, document classification and routing, and carrier appetite matching.

Is this a good investment for our agency?

If your team spends significant time on manual document processing, the ROI is typically clear within the first month. Agencies report saving 15-25 hours per week on document-related tasks.

Agency Management Systems

BrokerageAudit vs Partner Platform: Enhance Your AMS with AI Automation

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

FeatureBrokerageAuditPartner Platform

Policy Management

AI-Powered Document Extraction

Automated COI Tracking & Compliance

Intelligent Submission Intake

Agency Accounting

Client Management

Loss Run Analysis

ACORD Form Auto-Fill

Carrier Appetite Matching

Real-Time Compliance Alerts

Document Classification & Routing

Carrier Downloads

Hands-On Support & Training

API / Integration Support

YesPartialNo

Pricing Comparison

BrokerageAudit

Recommended

$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.