Visualize your coverage needs
Help clients visualize and understand ongoing protection analysis.
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For insurance agents
Improving communication between agents and insureds
Planning Partner provides a technology platform to improve, enhance and modernize the processes and communications between insurance agents and insureds (prospects and clients).
Built for licensed insurance professionals.
Our focus
A system built around the agent
Four ways Planning Partner helps you turn coverage reviews into lasting client relationships.
Guiding families on coverage needs
Help clients understand and prioritize the coverage they need, with reminders and tools to support your advice.
Learn More →Supporting increased sales activity
Increase prospect and client engagement through consistent interaction to yield more policies sold.
Learn More →Serving clients & prospects
Our platform puts the agent at the center of the insurance planning discussion and supports long-term client relationships.
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The problem
Common challenges for agents
The work that builds trust — reviews, education, follow-up — is exactly the work that's easiest to let slip.
The insurance sales process requires a lot of follow-up.
Clients often lack basic insurance knowledge.
Insurance acquisition is often delayed or not implemented.
Many clients have needs, but too few transactions are completed.
Why Planning Partner
Why Planning Partner?
A better review experience for your clients — and a stronger position for you.
Provide your prospects and clients a visual analysis of insurance needs and concepts.
Our platform puts the agent at the center of the insurance planning discussion and supports long-term client relationships.
Empower your clients with clear insights to secure the right coverage.
Assist more clients and prospects with the protection they need.
Daily demo
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