Guided onboarding
We help you set up your workspace and import clients so you're running reviews on day one.
About us
Planning Partner is the output of two forces of energy and vision. The first force is a team of insurance agents and financial planners with 20+ years in the industry. We started at AXA Equitable, moved to MassMutual, and then graduated to the independent financial planning channel. During this journey, we spent two decades dreaming up potential online solutions to improve insurance policy tracking and policy service processes.
The second force is a team of innovative software engineers that previously worked for a major insurance carrier.
Services & support
Getting started is quick — and you are never on your own
Our team helps you onboard, configure your client portal, and get the most out of agent and client analytics.
Live daily demos
Join our 5:00 PM session any weekday to learn workflows and ask questions in real time.
Responsive support
Reach a real person by email, with priority support available on higher plans.