Organize policies
Bring every policy together so the whole protection picture is easy to see and manage.
Why Planning Partner
Why Planning Partner
Provide clients and prospects a system to help visualize and engage with their insurance portfolio. Planning Partner puts the agent at the center of the insurance review and acquisition process.
The platform
Planning Partner connects you with your clients
Planning Partner combines policy tracking, needs analysis, educational follow-up, and client engagement tools so advisors can deliver more personalized advice.
Impact
Move beyond one-off policy conversations
Planning Partner helps agents create an ongoing planning experience — not a single sale.
Identify coverage gaps
Surface where a client is under-protected so nothing important is left uncovered.
Follow up at the right time
Reach out when it matters, so every touchpoint feels timely and relevant.
Turn insight into action
Every client interaction becomes a signal
Agents can see what clients are reviewing, which needs are most relevant, and where follow-up can create the most value.
Client coverage analysis and coverage gaps
Highlight life, disability, and long-term care needs based on client profile, goals, and age-based needs.
Increasing communication on important protection topics
Track engagement with educational content, quotes, reminders, and coverage topics.
See it live
Put yourself at the center of every client conversation
Join our daily group demo at 5:00 PM to see how Planning Partner brings it all together.