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never know who to engage on each account because broker, consultant, and partner account owner information is always out of date.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:
- 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 the enterprise
How It Works
Easy to get started
Get started in minutes
Sync with your CRM, enrich prospect information from other sources, invite partners to connect, and control what data you share. Invited partners can use PartnerTap for free.
Get ecosystem view of your market
Sync with your CRM, instantly enrich data with information from other sources, and start building up a rich ecosystem view of each customer, prospect and sales opportunity.
Empower go-to-market teams
Push all ecosystem data back into your CRM sales, marketing and support teams can engage the right partners on their opportunities, campaigns, and customers.
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
PartnerTap Accelerates Ecosystem Growth
10x More new logo deals sourced with partners
$110M Deal sourced and closed with PartnerTap
100% Real-time account mapping
Ecosystem Sales Platform
PartnerTap is the only ecosystem platform designed for the enterprise. We automate data sharing and mapping, let you track partner pipeline, and identify 10x new partner sales opportunities.
Start scaling your #PartnerRevenue and building your #EcosystemDataLake today.
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.