Insurers understand the power of partnerships to reach new companies, accelerate group insurance sales, and improve client retention. Whether you sell health, auto, life or business coverage, your customers and prospects are heavily influenced by the brokers, consultants, and other carriers they already have relationships with.
Partner ecosystems are an incredible growth lever for insurers, but most lack the data and tools they need to scale revenue with their network of brokers, consultants, medical carriers, technology companies, and other insurance partnerships. Many partners will share customer spreadsheets with you, but it’s only possible to manually map these lists against your top few hundred or thousand accounts. And sales teams never know who to engage on each account because broker, consultant, and partner account owner information is always out of date.
Partner ecosystem insights and data for all revenue-focused teams:
- Channels
- Alliances
- Marketplaces
- Products
- Sales
- Marketing
- Customer Success
That’s why leading insurers use PartnerTap’s ecosystem platform to automate account mapping and connect your sellers with the right partners. PartnerTap gives insurance companies a fast and easy way to share sensitive data, identify 10x more partner pipeline, and accelerate partnership sales to win group deals faster with their brokers, consultants and carrier partners.
Trusted by publicly-traded companies
How It Works
Easy to get started
Get started in minutes
Sync with your CRM, upload partner spreadsheets, invite partners to connect, and control what data you share with each partner. Invited partners can use PartnerTap for free.
Automate account mapping
Instantly see your mutual customers and new logo opportunities with each partner while you build up an ecosystem-wide view of each customer and prospect.
Run sales play workflows
Automate co-sell, thru-channel and P2P sales plays across your partner ecosystem and track all new pipeline generated by each sales play and each partner.
Data-driven partnership sales
PartnerTap’s partnership sales solution helps insurers scale-up group plan revenue and increase customer retention with an ecosystem-wide view of each customer, prospect, and active sales deal. With PartnerTap you can:
Identify 10x new sales opportunities to go after with each partner
Empower sales teams to leverage and collaborate with the partners that already have the strongest relationship with each account
Sail through the toughest security reviews with a SOC2 Type III, ISO 27701 and ISO 27001 certified solution that has already passed the toughest industry reviews at customers like ADP, SAP and HPE
PartnerTap Activates New Revenue
50%
Partner Manager time saved each week
Goodbye to manual account mapping and one-off partner account inquiries
100x
$1B
At a single company
10x
Goodbye to manual account mapping and one-off partner account inquiries
MAPPED ECOSYSTEM DATA
Ecosystem-aware Agents
Get the account mapping and multi-partner selling features you need to drive more partner-sourced pipeline and partner-led deals. Push your partner ecosystem data lake into every corner of your business and build partner-aware agents for your sales teams and partners.
Integrations
Works instantly with your CRM
Connect, share, map and see data from partners regardless of which CRM they use with 100% native integrations.
Salesforce Managed Package
Push PartnerTap data back into your CRM so sales reps and GTM teams have the partner data they need where they already work.
Natalie Visconti-Clendenin,
Principal Strategic Partner Manager, National Partners at LastPass