Agency Management System
Partner XE is a best-in-class web-based agency management system that includes client, policy, and financial management. It allows you to manage large complex commercial business as well as personal lines. By presenting relevant information immediately, Partner XE enables any user to complete their tasks in few click.
Purpose-built for the independent insurance agency that is focused on the local community, Partner XE is a comprehensive system that is easy to use. Designed for the agency that is looking for:
- Ease of use
- Affordability
- Comprehensive capabilities
- A trusted partner
Partner Platform Capabilities
Large, Complex Commercial
Text Messaging
Proposal Creator
Secure Architecture
Producers Results Manager
Integrated Accounting
Mobile App
Agency Branded Mobile App
Marketing Automation Manager
Document Management
Sales Analytics & Dashboards
Agency Websites
Email Integration
Reporting and Business Intelligence
Partner Client Portal
Integrations