Capabilities
Partner Platform for every role in the agency
Personalized Workflows
Text Messaging
Proposal Creator
Producers Results Manager
Integrated Accounting
Mobile App
Marketing Automation Manager
Document Management
Real Time Connections
Email Integration
Analytics
Partner Client Portal
“Partner XE can not only offer all the functions that your agency needs, but also costs about 1/3 less than any of the solutions provided by the bigger providers. You get so much more for your money with Partner XE. Make the switch and you won’t regret it. In fact, your agency will be better for it.”
— John Yasik, Owner, Poland & Sullivan Insurance
Producer Results Manager
Marketing Automation Manager
Integrated Accounting
Analytics
“What I often tell an agency owner is “If you want to be a number, stay where you are. If you want someone who will partner with you, you better be talking to SIS.”
— Max Van Wyk, Owner, Van Wyk Risk Solutions
Personalized Workflows
Email Integration
Real Time Connections
Text Messaging
Partner Client Portal
Document Management
“The one thing I tell everyone is that what I pay for Partner XE in one quarter is what I used to pay on a monthly basis to my old provider— and I’m getting more functionality than I had before. Since switching to Partner XE, our CSRs have been able to handle 50-70% more business than we used to.”
— Kirk Haldeman, Owner, Pinnacle Group
Producer Results Manager
Marketing Automation Manager
Proposal Creator
Email Integration
Mobile App
Text Messaging
“There is real bang for your buck with Partner XE but it’s more than just saving money. It’s the whole package. It’s a seamless transition to a new system with high functionality and ease of use. It’s personalized relationships and constant, accessible customer service that will remain beyond the on-boarding process. You’ll never be just a number with SIS.”
— Mark Perkins, Owner, Perkins Insurance Agency
Integrated Accounting
Analytics
“With SIS, you get what is promised. The system can manage all the things agency’s like Mercure Insurance was looking for: from accounting, to personal lines, to commercial lines, and more. “The people make the difference. Any issues that we have had, the people at SIS genuinely want to help. It’s not just like they’re plugging through this check off list of 50 complaints, it’s actually wanting to help and solve problems.”
— Dan Mercure, Owner, Mercure Insurance Agency